Senior Financial Analyst, FP&A

Summary

Join Cardata as a strategic and data-driven Financial Analyst and partner with leadership to drive high-impact decisions. You will own financial modeling, forecasting, and SaaS metric analysis, shaping Cardata's future through meaningful insights. This role requires a strong understanding of SaaS business models and the ability to translate complex data into clear recommendations. You will prepare and deliver high-quality financial reports, manage the cash model and budget, and conduct budget vs. actual analysis. Furthermore, you will evaluate the financial impact of partnerships and expansion opportunities, collaborate on growth strategies, and leverage BI tools for insightful analysis. A growth mindset and strong communication skills are essential for success.

Requirements

• 4-7 years in financial analysis, ideally in a B2B SaaS or tech environment
• Demonstrated ability to build and manage financial models and drive forecasting accuracy
• Proven experience partnering with leaders across different departments such as Sales & Marketing and Product & Engineering
• Strong experience with financial modeling, forecasting, and SaaS metric calculations
• Advanced proficiency in Excel; experience with BI tools and reporting systems
• Strong business acumen and ability to translate complex data into actionable insights and communicate insights to non-finance stakeholders
• Confident presenting to stakeholders at all levels including executive
• A growth mindset—you enjoy solving problems, learning new tools, and improving processes

Responsibilities

• Prepare and deliver high quality reporting 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
• Leverage BI tools to provide insights into customer behaviours, revenue trends, and cost efficiencies
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions