Financial Analyst

Summary

Join Cardata as a data-driven Financial Analyst and own financial reporting, analyze key metrics, and support strategic decision-making. You will play a key role in driving financial insights, working closely with leadership and cross-functional teams. Responsibilities include preparing financial performance reports, managing the cash model and budget, conducting budget vs. actual analysis, evaluating the financial impact of partnerships, and collaborating with leadership on growth strategies. This role requires 3-5 years of experience in financial analysis within a SaaS company, experience in a small company or startup, strong financial modeling skills, proficiency in Excel and BI tools, and excellent communication skills. A growth mindset and strong organizational skills are also essential.

Requirements

• 3–5 years of experience in financial analysis in a SaaS company
• Experience working in small company and/or start-up environment
• Proven ability to execute financial analysis tasks independently and take ownership of reporting processes
• Strong experience with financial modeling, forecasting, and SaaS metric calculations
• Proficiency in Excel, BI tools, and financial reporting software
• Analytical mindset with the ability to translate complex data into actionable insights
• Strong communication and presentation skills to support decision-making at all levels
• A growth mindset and drive to learn, continuously improving financial processes and adapting to evolving business needs
• Highly organized, reliable, and accountable—able to meet deadlines and deliver high-quality work

Responsibilities

• Prepare comprehensive reports on financial performance and key metrics for both internal and external stakeholders, including leadership, board and bank reporting
• Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
• Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements
• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions