Lead Financial Analyst

Emburse

106d

About The Position

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization's financial health and business strategy. We are seeking an experienced and highly analytical Principal Financial Analyst to join our Finance team. In this critical role, you will serve as a strategic thought partner to executive leadership, driving key business decisions through advanced financial modeling, scenario planning, and complex problem solving. You will lead cross-functional initiatives, deliver actionable insights, and influence financial strategy across the organization.

Requirements

• Bachelor’s Degree in Finance or Accounting; CPA / MBA preferred.
• 7–10+ years of progressive financial planning and analysis experience, including at least 3 years in a senior or principal-level role.
• Expert-level proficiency in Excel and financial modeling, including scenario modeling, valuation, and capital planning.
• Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred.

Responsibilities

• Lead the development of complex financial models to support strategic planning, forecasting, budgeting, and long-range planning initiatives.
• Design and maintain advanced financial models for SaaS subscription and usage-based financial services revenue streams, incorporating churn, upsell, CAC, and LTV metrics.
• Analyze financial and operational data to identify trends, opportunities, and risks, and provide actionable recommendations to executive leadership.
• Partner with business unit leaders to evaluate investment cases, ROI analyses, and key performance drivers.
• Develop scenario analyses and sensitivity models to inform decision-making under uncertainty.
• Translate complex data into executive-level presentations and dashboards that support strategic conversations.
• Act as a mentor and thought leader within the Finance team, elevating the analytical capabilities of junior analysts and peers.
• Evaluate and optimize financial processes, tools, and reporting to improve efficiency and scalability.
• Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast and collaborate on forecast updates.
• Assist in building of annual budgets and quarterly forecast by working with key stakeholders for inputs and maintaining and improving existing data models.

Benefits

• Competitive pay
• Flexible work
• Inclusive, collaborative environment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees