Strategic Senior Financial Analyst

isolved•Charlotte, NC

About The Position

Strategic Senior Financial Analyst Summary/objective The Strategic Senior Financial Analyst (SFA) will act as a strategic business partner to the company's leadership in partnership with the Finance organization. Core Job Duties: Financial subject matter expert for a business functional Provide insights and analysis through data mining and interpreting complex data sets to assist with sound decision-making. Contribute to the multi‐year, annual and quarterly planning and forecasting Assist in development and support of weekly, monthly and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances and risk assessments. Reporting and communication of key messages to ensure senior leadership maintains focus on what matters most and has an opportunity to quickly remediate issues. Identify and implement process improvements for operational efficiency. SFA – Strategic Finance Lead end-to-end financial planning, forecasting, and modeling, including revenue, capacity, and headcount planning aligned to core business drivers. Build and maintain sophisticated revenue models incorporating customer acquisition, retention, upsell/downgrade dynamics, and key economic KPIs. Partner cross-functionally with FP&A, Strategic Finance, and Accounting to align operating plans, forecasts, and actual results. Deliver executive-ready analysis on revenue performance, scenario planning, and risk-adjusted outcomes to support strategic decision-making. Develop capacity and workforce models for customer-facing and implementation teams to optimize cost structure and service levels. Own P&L analysis, including monthly BvA, variance analysis, and headcount planning. Job Complexity A seasoned, experienced professional with a full understanding of area of specialization. Emerging understanding of broader organizational context and goals. Resolves a wide range of issues in creative ways. This job is a fully qualified, career‐oriented, journey‐ level position. Interaction Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Networks with senior internal and external personnel in own area of expertise. Supervision Normally receives little instruction on day‐to‐day work, general instructions on new assignments.

Requirements

4‐7 years related experience, ideally in a SaaS
Demonstrated ability to use data and provide thoughtful analysis
High level of comfort interacting with various functional areas and levels of leadership
Strong analytical skills coupled with an understanding of business dynamics
Excellent communication, analytic, written, organizational, and problem‐solving skills
Ability to work and execute on tight deadlines
Power Excel user and strong PowerPoint skills
Experience or exposure to other reporting tools or systems (Tableau, Microsoft BI, DOMO, Planful, Adaptive Planning, Hyperion Essbase, )
Self‐directed, self‐motivated, and demonstrated experience providing ideas and solutions to further business understanding

Responsibilities

Financial subject matter expert for a business functional
Provide insights and analysis through data mining and interpreting complex data sets to assist with sound decision-making.
Contribute to the multi‐year, annual and quarterly planning and forecasting
Assist in development and support of weekly, monthly and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances and risk assessments.
Reporting and communication of key messages to ensure senior leadership maintains focus on what matters most and has an opportunity to quickly remediate issues.
Identify and implement process improvements for operational efficiency.
Lead end-to-end financial planning, forecasting, and modeling, including revenue, capacity, and headcount planning aligned to core business drivers.
Build and maintain sophisticated revenue models incorporating customer acquisition, retention, upsell/downgrade dynamics, and key economic KPIs.
Partner cross-functionally with FP&A, Strategic Finance, and Accounting to align operating plans, forecasts, and actual results.
Deliver executive-ready analysis on revenue performance, scenario planning, and risk-adjusted outcomes to support strategic decision-making.
Develop capacity and workforce models for customer-facing and implementation teams to optimize cost structure and service levels.
Own P&L analysis, including monthly BvA, variance analysis, and headcount planning.