Financial Analyst Jobs

About The Position

Requirements

• Bachelor’s degree in Business or Finance.
• 4+ years of relevant SaaS experience in any roles related to FP&A, strategic finance, investment banking, management consulting, or private equity. A combination of the aforementioned is a plus.
• Advanced Excel experience building sophisticated models.
• Advanced PowerPoint skills and experience with Power BI or other data visualization tools.
• Deep understanding of financial statements, valuation methods, and key metrics used in B2B SaaS
• Excellent verbal and written communication skills. Ability to quickly craft precise and elegant responses. Ability to communicate with a C-suite and institutional investor audience.
• Experience with Adaptive Planning or similar finance forecasting systems.

Nice To Haves

• Working knowledge of AI-enabled tools to streamline workflows is a plus.

Responsibilities

• Work closely with Sales leadership and respective operations functions to advance the insight and understanding of business performance to drive further alignment and accountability across the company.
• Analyze cost of acquisition by market segment and geography to help sales leadership make financially sound and strategically aligned decisions that thoughtfully weigh opportunities and risk.
• Analyze quotas and compensation plans to accurately forecast cash commission expense and translate to GAAP commission expense under ASC 606.
• Build and maintain Sales capacity models aligning with key stakeholders.
• Establish positive relationships with and become a key advisor to our Sales leadership, allowing you to build a nuanced understanding of data inputs and outputs.
• Analyzing large data sets, synthesizing insights, and presenting recommendations to executives.
• Assist in other ad-hoc analysis in partnership with Sales Ops and presentation of strategic materials for Sales management.
• Drive month-end, quarter-end and year-end reporting and variance analysis commentary for key stakeholders
• Develop and/or enhance policies and procedures that will improve the overall operation and efficiency of the Finance organization.
• Drive improvements within existing financial models and forecasting tools including enhancements to automation capabilities.
• Comfortable working in high growth environments and having to operate in ambiguity.

Benefits

• medical, dental and vision plan
• family planning benefits
• health savings account
• flexible spending account
• transportation savings account
• 401(k) retirement savings plan with company match
• life, accident and disability coverage
• business travel accident insurance
• employee assistance programs
• disability insurance
• other well-being benefits