Senior Financial Analyst
About The Position
ConnectPay is a rapidly growing, forward-thinking company dedicated to transforming payroll for small businesses across the United States. We deliver innovative cloud-based technology through direct solutions and trusted partnerships, empowering business owners to streamline operations, reduce complexity, and focus on growth. At ConnectPay, our team members are our greatest asset. We foster a supportive, collaborative environment that values innovative thinking and professional growth. Our team is empowered with the resources, tools and autonomy they need to drive success for our clients and themselves. Every role contributes to building a streamlined, reliable payroll experience for our clients, all while upholding our core values of integrity, excellence and client-centered service in everything we do.
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or a related field.
- 5+ years of FP&A or corporate finance experience with a strong emphasis on SaaS metrics, ARR forecasting, and sales analytics.
- Demonstrated experience in building and supporting models focused on revenue forecasting, churn analysis, and NDR/ARR insights.
- Advanced proficiency in Excel and experience with financial planning and reporting systems, including hands-on experience with DataRails or similar FP&A platforms.
- Familiarity with business intelligence tools is a plus.
- Deep understanding of SaaS metrics: ARR, MRR, CAC, LTV, NRR/NDR, Churn, Expansion.
- Strong analytical mindset with the ability to work with large datasets and turn complex findings into business recommendations.
Nice To Haves
- Experience in a high-growth SaaS or subscription-based business.
- Background in sales finance or revenue operations.
- Exposure to investor reporting and board-level communications focused on growth metrics.
Responsibilities
- Lead revenue forecasting, sales performance reporting, and ARR analysis as part of the monthly, quarterly, and annual planning cycles.
- Support the modeling and forecasting of ARR, NDR, churn, expansion, and upsell trends, providing actionable insights that directly impact go-to-market strategy.
- Partner with Sales, Customer Success, and Marketing to develop dashboards and models that track pipeline health, conversion rates, and cohort behavior.
- Develop and present business insights, sales analytics, and key performance indicators (e.g., CAC, LTV, NRR) to senior leadership and functional stakeholders.
- Drive automation and scale in forecasting tools and reporting processes, particularly as they relate to revenue analytics and sales performance tracking.
- Maintain and enhance forecasting infrastructure to support scalable ARR projections and retention cohort analysis.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
