Sr. Financial Analyst

SocureCarson City, NV
1dRemote

About The Position

Socure is seeking a highly motivated and detail-oriented Senior Financial Analyst to support top-line performance, strategic planning, and executive decision-making in a high-growth SaaS environment. This position reports to the Senior Manager of FP&A and will work closely with the VP of FP&A, go-to-market leaders, and cross-functional stakeholders across the company. You will own top-line budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance. We are looking for an individual that thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
  • 2-5 years of experience in Investment Banking, Private Equity, FP&A or Corporate Finance at a high growth technology and/or VC-backed company.
  • Ability to work 100% remotely.
  • Extensive financial modeling experience, with proven capabilities in developing and maintaining complex models, and a track record of driving process improvements.
  • Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
  • Display a high level of curiosity and desire to understand the business at a deep level.
  • Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

Nice To Haves

  • Experience with Netsuite, Salesforce, Tableau, and AI tools are a plus.

Responsibilities

  • Financial Modeling: build, improve, and maintain complex financial models used to forecast and report key top-line metrics including revenue, ARR, backlog, net dollar retention, LTV, CAC, and more. Responsible for the models’ core assumptions, quality, accuracy, and timeliness.
  • Key Metric Reporting: monitor and communicate key performance indicators to business leaders and our board of directors. Provide insights and recommendations to improve growth performance while identifying risks & opportunities.
  • Strategic Partnership: act as a strategic advisor to the go-to-market organization by providing data-driven analysis and action plans.
  • Project Management: take a proactive approach to enhance processes across FP&A, accounting, revenue operations, and business operations. Collaborate cross-functionally to improve data quality, analytics capabilities, and self-service reporting.
  • Business Analytics: Partner with business operations to automate analyses and forecasts in our BI tools to enable scalability and real-time reporting to business leaders.
  • Special Projects & Strategic Initiatives: Support ad hoc high-impact strategic initiatives including M&A evaluation and primary and secondary capital raises, including financial modeling and diligence support.
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