Senior Financial Analyst

Summary

Join Smartsheet's Finance team as a Senior Financial Analyst and lead financial insights related to the lead funnel, spanning marketing and product-led growth. This remote-eligible role, preferably located near Bellevue, WA Headquarters, requires strong analytical skills and experience in FP&A or a data-focused finance role within the SaaS industry. You will own financial analysis of the lead funnel, build models and dashboards connecting funnel data to financial outcomes, provide forward-looking insights, collaborate with cross-functional teams, and guide process improvements. The ideal candidate will have a degree in a related field, 5+ years of experience, strong understanding of financial metrics, proficiency in SQL and Excel, and excellent communication skills. Smartsheet offers a competitive salary and benefits package, including health insurance, retirement benefits, paid time off, and remote work options.

Requirements

• A degree in Finance, Economics, Statistics, Business, or related field (MBA or advanced degree is a plus)
• 5+ years of experience in FP&A, strategic finance, or a data-focused finance role; SaaS industry experience preferred
• Strong understanding of financial metrics such as CAC, LTV, pipeline conversion, and ROI analysis
• Demonstrated experience working with large or messy data sets — and turning them into clear, business-relevant insights
• Proficiency in SQL and Excel; experience with data visualization tools like Tableau, Power BI, or Looker is a plus
• Familiarity with financial planning tools such as Planful, Adaptive Insights, or Anaplan
• Excellent written and verbal communication skills — able to explain financial implications to both technical and non-technical stakeholders
• A knack for influencing others and driving adoption of better data processes across teams

Responsibilities

• Own financial analysis related to Smartsheet’s lead funnel across Marketing and Product-generated sources — evaluating funnel performance through a financial lens
• Build models and dashboards that connect funnel data to financial outcomes, including bookings, CAC, pipeline conversion, and ROI
• Provide forward-looking insights to guide marketing spend, customer acquisition strategies, and performance tradeoffs
• Collaborate with cross-functional teams (Marketing, Product, Sales, BI) to interpret trends, create shared definitions, and ensure data alignment
• Partner with FP&A leadership to support forecast inputs and scenario planning based on funnel and conversion assumptions
• Guide process improvements around how lead funnel data is collected, structured, and used in financial planning
• Synthesize findings into executive-ready insights, dashboards, and presentations that drive financial decisions

Benefits

• HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
• 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
• Monthly stipend to support your work and productivity
• Flexible Time Away Program, plus Sick Time Off
• US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
• US employees receive 12 paid holidays per year
• Up to 24 weeks of Parental Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to Udemy online courses
• Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
• Teleworking options from any registered location in the U.S. (role specific)