About The Position

Join our Corporate Finance team and help shape how a high-growth, PE-backed SaaS company plans, invests, and grows. You'll partner with Technology, Marketing, and Administrative leaders (Finance, HR, Legal) and present directly to Directors, VPs, and the Executive Leadership Team.

Requirements

  • 3–5 years of progressive financial analysis experience, such as growing from Analyst to Sr. Analyst. We value the quality of your experience over the number of years.
  • Background in SaaS and/or private-equity-backed environments.
  • Exposure to M&A, capital allocation, or investment analysis.
  • Strong financial modeling, advanced Excel, and experience with Workday Adaptive Planning, Hyperion, or similar tools.
  • The ability to turn numbers into a clear story for senior leaders.
  • An ownership mindset and energy for building and improving in a lean, fast-moving team.
  • A bachelor's degree in Finance, Accounting, or a related field, or equivalent experience.

Responsibilities

  • Drive enterprise-wide P&L analysis by consolidating data across functions and partnering with Operations Finance to show how the whole business is performing.
  • Help set corporate finance goals and direction through the annual budget, rolling forecasts, and 3-year strategic plan, spotting trends and building expense, balance sheet, and cash flow outlooks.
  • Own month-end reporting: review results, explain variances, and produce board and executive packages.
  • Guide capital allocation with ROI and investment analysis, including capitalized software tracking with Technology and Accounting.
  • Support M&A due diligence and acquisition integration.
  • Use AI tools like Claude and Copilot to speed up analysis, sharpen financial narratives, and automate recurring work.

Benefits

  • Medical, Dental, and Vision
  • 401(k) with company match
  • Unlimited Flex Time Off
  • 10 company-paid holidays
  • Remote-first role with monthly communication stipend
  • Professional development programs
  • Tuition assistance
  • Home office equipment stipend
  • Employee resource groups
  • Exclusive employee discounts
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