Senior Analyst, Strategic Finance

SpotOnSan Francisco, CA
Hybrid

About The Position

SpotOn is seeking a Senior Analyst, Strategic Finance to join their finance team. This role will help build a scalable and data-informed foundation for growth across the company. In this highly cross-functional role, the analyst will support a range of internal operations by improving core reporting systems, driving financial insight, and enabling stronger decision-making across departments. This is a hybrid position, requiring 3 days per week in the San Francisco office.

Requirements

  • 3+ years of experience in strategic finance, FP&A, consulting, Big 4 advisory, or accounting, ideally with exposure to both corporate finance and GTM functions.
  • Self-starter with a strong ownership mindset — able to take initiative, work independently, and drive projects forward without constant direction.
  • Proven track record of building financial models and working cross-functionally to drive business impact.
  • Proficiency in SQL, Power BI, and modern financial planning tools (Pigment experience is a plus).
  • A detail-oriented and collaborative approach to work—you’re just as comfortable fixing a spreadsheet as you are presenting insights to leadership.
  • Strong communication skills and a comfort level with ambiguity in a fast-growing, dynamic environment.
  • Work authorization in the U.S. is required.

Nice To Haves

  • Pigment experience is a plus

Responsibilities

  • Own Strategic Planning & Forecasting: Partner with senior leadership to develop long-term plans, annual budgets, and rolling forecasts.
  • Own first-pass modeling for quarterly sales forecasts and cash flow scenarios.
  • Help build the company’s MD&A and internal financial reporting frameworks.
  • Drive Financial Modeling & Analysis: Build and maintain financial models for evaluating new product launches, pricing strategies, and GTM performance.
  • Analyze financial and operational data to surface actionable insights and optimize key processes.
  • Lead marketing spend and campaign ROI analysis.
  • Strengthen Cross-Functional Support: Collaborate closely with GTM, Marketing, Product, Accounting, and HR to align on goals and support data-driven decisions.
  • Build reporting tools in Power BI to support Sales Ops, FP&A, and Accounting workflows.
  • Streamline sales compensation and variable pay processes to reduce errors and speed up close timelines.
  • Optimize Finance Systems & Processes: Help implement scalable financial systems and reporting workflows using tools like Pigment, Snowflake, SQL, and Salesforce.
  • Support accounting close by improving timing of key journal entries and automating monthly workflows.
  • Take over legacy updates in financial dashboards and build out standardized department reporting.

Benefits

  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, 10 company holidays, sick time, and volunteer time off
  • Employee Resource Groups to build community and inclusion at work
  • Monthly cell phone and internet stipend
  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
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