Senior Financial Operations Analyst

Appian•McLean, VA

8d•$75,000 - $150,000•Onsite

About The Position

The Senior Financial Operations Analyst supports financial rigor, forecasting precision, and strategic planning within Appian Customer Success. The role partners with Directors, Project Managers, VPs, and stakeholders across departments to turn complex project and pipeline data into actionable insights that inform resource allocation, project profitability, customer outcomes, and business performance. It also develops financial processes, reporting, and analytical tools for Customer Success operations, and leads or supports operational initiatives and special projects.

Requirements

At least 4 years of experience in financial analysis, project finance, project control, finance operations, or corporate finance within a professional services or consulting organization.
Demonstrated leadership through proactive communication and effective support of stakeholders at various organizational levels and functional domains.
Exceptional communication skills and a track record of navigating conflict resolution and balancing competing business demands.
Strong analytical skills and demonstrated experience developing financial reporting and analysis.
Bachelor’s degree in Finance, Accounting, or a related field.
Expertise in Excel or Google Sheets; knowledge of Tableau and CRM systems such as Salesforce.
Ability to learn quickly and work independently with minimal direction.

Nice To Haves

Experience working within a technology company, particularly one with a SaaS business model.
Working knowledge of SaaS metrics such as NRR, GRR, and renewal rates.

Responsibilities

Support, advise, and educate Directors, Project Managers, and VPs on project and organizational budgeting, forecasting, and Estimate-at-Completion (EAC) processes.
Track, report, and analyze program spending against funding and contract values.
Plan, report, and analyze Customer Success performance metrics.
Provide data-driven recommendations and advice to supervisors and stakeholders, developing analytical tools as needed.
Partner with Customer Success and other departments to manage financial and operational processes for projects and business areas.
Develop and maintain pipeline forecasts, analyze pipeline trends, and provide insights to improve sales effectiveness and revenue predictability.
Lead the development of financial processes and reporting for Customer Success operations.
Manage financial reporting and analysis, revenue and profit forecasting, utilization analysis, and other business management tasks.
Lead and assist with program financial duties, including project labor costing, SOW analysis, bill rate analysis, and FFP percentage-of-completion revenue recognition.
Serve as Project Leader/Manager for medium- to high-complexity special projects and operational initiatives, including requirements gathering, stakeholder alignment, schedule management, and reporting.
Develop and implement best practices for budgeting, forecasting, timesheet compliance, and related processes for new managers.
Translate high-level, ambiguous business challenges into clear, structured financial models.

Benefits

401(k) plan with company match
Flexible time off
Paid parental leave
Medical, dental, and vision plans
Life insurance
Disability insurance
Wellness programs and wellness dollars
Flexible spending accounts
Health savings account contributions
Employee referral bonus program
Learning and development resources
Mentorship and the First-Friend program
Leadership program and specialized department training through Appian University
Tuition reimbursement
Employee-led affinity groups
Employee Assistance Program with free mental health support
Employee Stock Purchase Program
Family-forming benefits
Certain positions may be eligible for equity awards
Discretionary bonus may be awarded based on individual and company performance