Principal Financial Analyst

WorkWave

3d • $115,000 - $145,000 • Remote

About The Position

We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
• 5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
• Deep understanding of SaaS financial metrics: ARR, GRR, NRR
• Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.
• Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).

Responsibilities

• Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams
• Translate complex financial data into clear, actionable insights that support strategic planning and decision-making
• Proactively identify financial risks and opportunities and communicate findings to business and finance leadership
• Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment
• Lead the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals
• Develop, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning
• Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year
• Support the monthly close process in partnership with the accounting team
• Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends
• Design and maintain KPI tracking tools and management reporting packages
• Drive process improvements and automation initiatives to enhance reporting efficiency and data integrity
• Lead and support ad hoc financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)
• Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed

Benefits

• Employees can expect a robust benefits package, including health and dental and 401k with company match
• Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
• Up to 4 weeks paid bonding leave
• Tuition reimbursement
• Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
• 24/7 access to virtual medical care with Teladoc
• Quarterly awards based on peer nominations
• Regional discounts and perks
• Opportunities to participate in charitable events and give back to the community

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level