Senior Financial Analyst

Recurly • Broomfield, CO

2d

About The Position

Recurly’s Senior Financial Analyst owns operating expense, cost of goods sold, headcount, cash and balance sheet planning, and serves as the finance business partner to Product and Technology leaders. The role runs planning and reporting processes from annual planning through monthly forecasting and close, prepares sections of board, quarterly business review and private equity sponsor materials, and automates repeatable work as the company moves toward an AI-first operating model.

The analyst owns annual operating expense and headcount plans, monthly rolling forecasts across functions, the cost of goods sold and gross margin forecast, and cash flow, working capital and balance sheet forecasts connected to the P&L in a three-statement model. The role partners with the CPO and CTO on budgets, headcount and vendor spend; monitors investment and spending against product roadmap priorities; and raises risks and opportunities to the CFO and CHRO.

The position also owns headcount reconciliation, hiring and compensation budget reviews, vendor savings tracking, monthly and quarterly budget-versus-actual reporting, and relevant close and flash report sections. It works with Accounting on accruals and balance sheet movements, automates and documents close and reporting workflows, and prepares financial materials and analysis for board, executive, QBR and private equity sponsor audiences.

Requirements

• 5–7 years of experience in FP&A or corporate finance.
• BA/BS 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 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.
• Experience at a SaaS or payments company.

Responsibilities

• Own annual operating expense and headcount plans and monthly rolling forecasts across all functions, including workforce assumptions and savings initiatives.
• Own the cost of goods sold and gross margin plan and forecast, including hosting, merchant processing and account updater costs.
• Own cash flow, working capital and balance sheet forecasts and connect 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 operating expense, cost of goods sold, headcount, cash and balance sheet sections of the monthly close package and flash report.
• Work with Accounting on accruals and balance sheet flux to identify forecast impacts early.
• Automate close and reporting workflows using AI tools and document related controls and procedures.
• Prepare operating expense, cost of goods sold, headcount and cash sections of board and QBR materials, and validate metrics submitted by functions.
• Prepare materials for the monthly private equity sponsor call.
• Build working capital and net debt analysis for strategic initiatives.

Benefits

• Medical, dental and vision benefits, with options for employees and eligible dependents.
• Life insurance.
• Short- and long-term disability coverage.
• Hospital indemnity coverage.
• Critical illness coverage.
• Employee accident protection.
• Health savings account (HSA) with company contribution.
• Flexible spending account (FSA) options.
• Employee assistance program.
• Legal insurance.
• Pet insurance.
• 401(k) retirement plan with company match.
• Flex Time Off.
• Company events.
• Training and development.
• Tuition reimbursement.
• Commuter benefits.
• Volunteer opportunities.

What This Job Offers

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