Senior Financial Analyst

Recurly•Austin, TX

4d•$94,000 - $118,000

About The Position

Recurly’s Senior Financial Analyst owns operating expense (opex), cost of goods sold (COGS), headcount, cash, and balance sheet planning, and serves as the finance business partner to Product and Technology leaders. The role manages processes from annual planning through monthly forecasting and close, prepares sections of board, quarterly business review (QBR), and private equity sponsor reporting, and automates repeatable work as the company moves toward an AI-first operating model. The analyst partners with the CPO and CTO on budgets, headcount, vendor spending, and research and development investment. The role also delivers monthly and quarterly budget-versus-actual reporting, supports Accounting with accruals and balance sheet analysis, and prepares financial materials for executives, the board, and the private equity sponsor.

Requirements

5–7 years of experience in FP&A or corporate finance.
Bachelor’s degree in Finance, Accounting, Economics, or another quantitative field.
Strong three-statement modeling skills in Excel and Google Sheets, including cash flow, working capital, and balance sheet forecasting.
Experience partnering with Technology or Product leaders on R&D budgets, headcount, and vendor spending.
Experience owning a monthly close or reporting package.
Track record of automating a manual finance process.
Confidence pushing back on budget owners and presenting clear, data-driven recommendations to executives.

Nice To Haves

Experience with Adaptive Planning, NetSuite, or other finance systems.
Working SQL skills and comfort pulling data from BigQuery or a similar data warehouse.
Hands-on use of AI tools to build finance workflows.
Experience at a private-equity-backed company.
Understanding of SaaS metrics such as ARR, churn, and gross margin, and cloud hosting cost drivers.
Public accounting experience or a CPA.

Responsibilities

Own annual opex and headcount plans and monthly rolling forecasts across functions, including workforce assumptions and savings initiatives.
Own COGS and gross margin plans and forecasts, including hosting, merchant processing, and account updater costs.
Own cash flow, working capital, and balance sheet forecasts, connecting them to the P&L in the three-statement model.
Serve as finance business partner to the CPO and CTO, running monthly reviews of budgets, headcount, and vendor spend.
Model R&D investment and headcount by product line and track spending against roadmap priorities.
Raise expense risks and opportunities to the CFO and CHRO, including plan overages, hiring ahead of budget, and savings tracking.
Reconcile headcount across HRIS, payroll, and plan, including tracking open roles.
Review hiring requests and compensation changes against the budget and forecast.
Lead vendor reviews and savings tracking, and flag upcoming renewals and spending anomalies.
Deliver monthly and quarterly budget-versus-actual reporting by function, including initial variance commentary.
Own opex, COGS, headcount, cash, and balance sheet sections of the monthly close package and flash report.
Work with Accounting on accruals and balance sheet fluctuations to identify forecast impacts early.
Automate close and reporting workflows using AI tools and document related controls and procedures.
Prepare opex, COGS, headcount, and cash sections of board and QBR materials, and validate metrics submitted by functions.
Prepare materials for monthly private equity sponsor calls.
Build working capital and net debt analyses for strategic initiatives.