Senior Financial Operations Analyst

Appian Corporation•McLean, VA

7h•$75,000 - $150,000•Onsite

About The Position

The Senior Financial Operations Analyst brings financial rigor, forecasting precision, and strategic insight to Appian Customer Success. The role’s analysis informs resource allocation, project profitability, and organizational planning, and partners with Directors, Project Managers, and VPs to turn complex project data into actionable insights that support customer outcomes and business performance. The team operates with significant autonomy and direct executive visibility, supporting Customer Success operations across enterprise accounts worldwide. The position supports financial and operational processes across projects and business areas, including budgeting, forecasting, reporting, revenue and profit forecasting, utilization analysis, program financial management, and special projects. It also helps develop and maintain financial processes, reporting, analytical tools, and best practices for Customer Success operations.

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 abilities through proactive communication and effective stakeholder support across 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 proven 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 in 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 advisory to supervisors and stakeholders, developing analytical tools as needed.
Partner with stakeholders across 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 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 other relevant practices for new managers.
Translate high-level, ambiguous business challenges into clear, structured financial models.