Lead Financial Analyst

Solera • Westlake, OH

13d

About The Position

We are looking for a high-performing Financial Analyst to join our dynamic finance team within a complex, multi-business SaaS organization . This role requires strong financial modeling skills, a deep analytical mindset, and the intellectual agility to solve challenging problems across a rapidly evolving business. The ideal candidate has prior investment banking experience and thrives in a fast-paced environment where critical thinking, initiative, and exceeding expectations are the norm. In this position you will have the ability to own high-impact workstreams , build complex driver based three-statement models , and consistently deliver at a high level . You’ll be instrumental in supporting strategic initiatives, forecasting, investment decisions, and executive reporting across multiple business units.

Requirements

• Investment banking or transaction-oriented finance experience is highly preferred (but not strictly required).
• Demonstrated ability to build complex financial models from scratch , with a deep understanding of SaaS metrics (e.g., ARR, NRR, CAC, LTV, churn, payback).
• Advanced proficiency in Excel and strong comfort with large-scale data manipulation.
• Strong grasp of accounting, corporate finance, and valuation concepts.
• Ability to work across multiple stakeholders and manage projects with competing priorities.
• Proven track record of taking ownership , exceeding expectations, and handling increased responsibility over time.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Critical thinker with exceptional problem-solving ability and attention to detail.
• Thrives in ambiguity and adapts quickly in a fast-changing SaaS environment.
• Clear, concise communicator who can distill complex analysis into actionable insights.
• Highly motivated self-starter with an ownership mindset and a bias toward execution.

Nice To Haves

• Familiarity with SQL, Python, or BI tools (e.g., Tableau, Power BI) is a plus.
• MBA, CFA, or CPA is a plus, but not required.

Responsibilities

• Build and maintain robust, driver-based three-statement financial models that support scenario analysis, forecasting, budgeting, and valuation across different SaaS business units.
• Perform data mining and modeling on large, complex datasets to extract insights, identify trends, and inform executive-level decisions.
• Partner cross-functionally to gather business inputs, refine assumptions, and ensure model accuracy and relevance.
• Lead analytical workstreams supporting key initiatives such as new product investments, pricing strategies, and capital allocation.
• Present findings and recommendations in a clear, structured format to finance leadership and senior executives.
• Contribute to the ongoing development of automated dashboards, reporting tools , and financial performance tracking mechanisms.
• Take ownership of ad hoc financial analyses and strategic deep dives with minimal oversight.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees