About The Position

OEC is seeking a Senior Financial Analyst to join its Corporate Finance team and support planning, investment, and growth at a high-growth, private-equity-backed SaaS company. The analyst will partner with leaders in Technology, Marketing, and Administrative functions, including Finance, HR, and Legal, and present to Directors, VPs, and the Executive Leadership Team. The role drives enterprise-wide P&L analysis and supports corporate finance goals through annual budgeting, rolling forecasts, and a three-year strategic plan. It owns month-end reporting and executive and board materials, contributes to capital allocation and investment analysis, supports M&A due diligence and acquisition integration, and uses AI tools to improve analysis and recurring processes. The company describes its team as remote and camera-collaborative, preferring candidates located within two to three hours of Cleveland for occasional in-person connection. The posting identifies the role as hybrid in Fairlawn, Ohio.

Requirements

  • 3–5 years of progressive financial analysis experience.
  • Strong financial modeling skills and advanced Excel proficiency.
  • Ability to turn financial data into a clear story for senior leaders.
  • An ownership mindset and energy for building and improving in a lean, fast-moving team.
  • Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience.

Nice To Haves

  • Background in SaaS and/or private-equity-backed environments.
  • Exposure to M&A, capital allocation, or investment analysis.
  • Experience with Workday Adaptive Planning, Hyperion, or similar tools.

Responsibilities

  • Drive enterprise-wide P&L analysis by consolidating data across functions and partnering with Operations Finance to show overall business performance.
  • Help set corporate finance goals and direction through the annual budget, rolling forecasts, and three-year strategic plan.
  • Identify trends and build expense, balance sheet, and cash flow outlooks.
  • Own month-end reporting by reviewing results, explaining variances, and producing board and executive packages.
  • Guide capital allocation through ROI and investment analysis, including tracking capitalized software with Technology and Accounting.
  • Support M&A due diligence and acquisition integration.
  • Use AI tools such as Claude and Copilot to accelerate analysis, improve financial narratives, and automate recurring work.

Benefits

  • Medical, dental, and vision benefits starting Day 1.
  • 401(k) with company match.
  • Unlimited Flex Time Off and 10 company-paid holidays.
  • Professional development programs and tuition assistance.
  • Employee resource groups and exclusive employee discounts.
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