Senior Financial Analyst

Summary

Join Instructure as a Sr. Financial Analyst to lead forecasting for professional services revenue and expenses. You will provide P&L insights and analysis to drive company-wide decisions. This role requires advanced financial modeling skills and strong communication abilities. You will partner with the SVP of Professional Services and other stakeholders. The ideal candidate will have experience in a fast-paced environment and a proven ability to present complex information clearly. This position offers a challenging opportunity to master professional services P&L within a SaaS company.

Requirements

• Bachelor’s degree required
• 2-4 years of experience in financial analysis, revenue forecasting, or financial modeling
• Experience in a fast-paced, growth-oriented environment
• Proven analytical skills, including the ability to manage large data sets and synthesize/present complex information into clear, actionable insights
• Ability to think critically and perform root cause analysis within processes and data
• Strong business partnering skills and exposure to business strategy, operational processes, and financial objectives
• Experience with SQL to query/manipulate large data sets, with a desire to expand proficiency
• Self-starter and quick learner; demonstrated independence and autonomy in a high-performing work environment
• Excellent communication and presentation skills, with a proven ability to engage stakeholders at all levels in the organization
• Advanced skills in Excel/Google Sheets and PowerPoint/Google Slides
• Solution-oriented mindset with a bias toward action

Responsibilities

• Execute the end-to-end forecast processes for all the Professional Services organization (revenue and expense)
• Conduct financial analysis to uncover trends and identify opportunities for investment and growth
• Partner with SVP of Professional Services on key initiatives and contribute insights related to performance trends and metrics
• Build, maintain, and enhance continuous monitoring tools and dashboards to provide key revenue insights and trend analysis
• Design and/or maintain and deliver financial reporting to provide accurate insight into revenue results, including the preparation of executive and/or Board level presentations
• Partner with the leadership on key initiatives and contribute insights related to performance trends and metrics
• Perform ad hoc analysis as required

Preferred Qualifications

• Background in tech, software, or SaaS companies
• Familiarity with Salesforce data objects and structures
• Proficiency in Snowflake/SQL
• Experience with NetSuite, Tableau, Adaptive Insights, AI tools, or similar software tools/technologies
• Experience working with/for Private Equity