Senior Financial Analyst

Summary

Join FloQast as a Senior Financial Analyst and provide decision support to Sales and Marketing teams by analyzing financial and non-financial metrics. Develop, maintain, and enhance financial reporting for internal and board use. Create and automate financial reporting for budgeting and forecasting. Collaborate with business leaders to drive operational excellence and forecasting accuracy. Prepare monthly forecasts, annual budgets, and long-range plans. Refine forecasting processes and financial models. Design and deliver insightful analytics and ad hoc reporting. Partner with Sales and Marketing leaders to analyze and forecast key drivers of go-to-market performance. Conduct sales and marketing channel analysis, including ROI metrics and SaaS KPIs. Communicate findings to leadership teams. Support management with ad hoc analysis and special projects. This role requires strong analytical, communication, and collaboration skills, along with experience in financial modeling and forecasting within the SaaS industry.

Requirements

• Bachelor’s Degree in accounting or Finance, MBA preferred
• 3+ years of experience in Financial Analysis and Accounting
• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
• Strong accuracy and attention to detail in fast-paced, multitasking environments
• Proven ability to meet tight deadlines with excellent organizational skills
• Strong cross-functional collaboration across all levels of management
• Advanced Excel and PowerPoint skills; confident presenting to leadership
• Exposure to AI tools and automation solutions to streamline financial reporting and analysis
• Supported AI-driven initiatives by helping structure data, test tools, and interpret results
• Experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
• Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
• Experience using an ERP planning tool to streamline budgeting, forecasting, and reporting, enhancing data accuracy
• Excellent interpersonal skills for consolidating and coordinating inputs across functions
• Naturally curious, with a collaborative approach to problem-solving

Responsibilities

• Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company’s 3 financial statements
• Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting
• Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level
• Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability
• Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans
• Refine and enhance existing forecasting processes and financial models to improve accuracy and usability
• Develop dashboard automation of financial processes with business partners
• Design and deliver insightful analytics and ad hoc reporting to evaluate spending efficiency
• Utilize financial data to support annual budgeting, monthly forecasting, and quarter-end close activities
• Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan
• Partner with Sales and Marketing leaders to analyze and forecast key drivers of go-to-market performance
• Conduct sales and marketing channel analysis, including ROI metrics and SaaS KPIs such as Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC)
• Become a trusted expert on granular details behind face financial statements, such as vendor and customer level actuals
• Conduct and deliver pipeline analyses across the full sales funnel—from pre-opportunity to closed deals
• Communicate financial and operational findings to leadership teams clearly and effectively
• Help drive scalable financial systems that integrate seamlessly with other tools, supporting data-driven decision-making at all levels
• Support management and department heads with ad hoc analysis, financial reporting, and special projects as needed
• Any other tasks that may be assigned to help the company meet its goals

Preferred Qualifications

Experience within the SaaS/Software industry preferred