Senior Financial Analyst
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 finance business partner to Product and Technology leaders. The role manages planning from the annual plan through monthly forecasts and close, prepares sections of board, quarterly business review (QBR), and private equity sponsor reporting, and automates repeatable work as the company moves planning and reporting toward an AI-first operating model. The analyst partners with the CPO and CTO on budgets, headcount, vendor spend, and R&D investment; oversees headcount and spend controls; delivers close and reporting materials; and prepares analysis for executive and investor audiences. The position also works with Accounting on accruals and balance sheet flux, and documents controls and procedures for automated workflows.
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 spend.
- 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.
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, conducting 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 the opex, COGS, 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 opex, COGS, 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 eligible dependents.
- Life insurance and short- and long-term disability coverage.
- Hospital indemnity, critical illness coverage, and employee accident protection.
- Health savings account with company contribution and flexible spending account options.
- Employee assistance program.
- Legal and pet insurance.
- 401(k) retirement plan with company match.
- Flex Time Off.
- Company events.
- Training and development.
- Tuition reimbursement.
- Commuter benefits.
- Volunteer opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
