Senior Financial Analyst

Summary

Join our team as a Senior Financial Analyst to lead financial planning, analysis, and reporting for the firm's go-to-market strategy, sales, and marketing functions. The role provides key insights into financial health by tracking KPIs and developing models to optimize pricing, marketing, and staffing decisions.

Requirements

• 5+ years of financial analysis experience
• At least 2 years supporting GTM, Sales, or Marketing functions, ideally in a SaaS or FinTech environment
• Strong understanding of SaaS metrics (e.g., ARR, MRR, CAC, LTV)
• Proven experience in financial modeling, forecasting, and process improvement
• Exceptional communication skills, with the ability to simplify complex financial data for decision-making
• Ability to build collaborative partnerships across teams and establish consensus on key financial strategies
• Proficiency in financial modeling tools such as Google Sheets, Microsoft Excel, and Sage Intacct; experience with BI tools and data visualization is a plus
• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field

Responsibilities

• Lead forecasting, budgeting, and variance analysis for Sales, Marketing, and Delivery departments
• Build and maintain gross margin models by revenue stream and customer
• Track and report on KPIs such as ARR, CAC, LTV, churn rates, renewal rates, and sales efficiency metrics
• Refine sales pipeline analysis processes, quota attainment metrics, and customer acquisition efficiency
• Benchmark SaaS and GTM metrics to identify performance-enhancement areas
• Collaborate with GTM leadership to develop financial models that evaluate pricing, promotions, and market-entry strategies
• Analyze market data and competitive landscapes to identify risks and opportunities that impact GTM initiatives
• Develop standardized financial reporting for Sales, Marketing, and Delivery functions to support decision-making
• Identify opportunities to automate financial reporting, budgeting, and forecasting processes to reduce manual effort and increase accuracy
• Perform other duties as assigned

Benefits

$110,000 - $125,000 a year