StevenDouglas
Overview
We are seeking a highly analytical and detail-oriented Senior Financial Analyst with a strong background in the Software or SaaS industry to join our growing Finance team. This role is pivotal in driving financial planning, forecasting, budgeting, and decision support across the organization. You will work closely with cross-functional teams—including Product, Sales, Marketing, and Engineering—to provide strategic insights that support data-driven decisions and sustainable growth.
Responsibilities
Partner with business leaders to drive the annual budgeting, quarterly forecasting, and long-range planning processes
Develop and maintain financial models, dashboards, and KPI reports to analyze business performance and support strategic decisions
Provide financial support for pricing strategies, new product launches, and GTM initiatives
Analyze revenue trends, expense drivers, and operational efficiency; identify risks and opportunities
Prepare and present monthly and quarterly financial packages for leadership and board reporting
Drive improvements in financial systems, tools, and processes to scale with company growth
Support due diligence and financial modeling for strategic initiatives including M&A and fundraising
Ensure compliance with GAAP and collaborate with Accounting during month-end close
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
5+ years of progressive experience in financial analysis or FP&A roles, with 2+ years in the Software/SaaS industry required
Strong understanding of SaaS business models and key performance metrics
Advanced proficiency in Excel / Google Sheets; experience with financial modeling and scenario analysis
Experience with financial systems (e.g., NetSuite, Adaptive Insights, Anaplan, Looker, Tableau, or similar)
Excellent communication and presentation skills; ability to work cross-functionally with non-finance stakeholders
Preferred Experience
Prior experience in a high-growth SaaS startup or publicly traded software company
Exposure to investor relations, board reporting, or fundraising processes
#J-18808-Ljbffr
Responsibilities
Partner with business leaders to drive the annual budgeting, quarterly forecasting, and long-range planning processes
Develop and maintain financial models, dashboards, and KPI reports to analyze business performance and support strategic decisions
Provide financial support for pricing strategies, new product launches, and GTM initiatives
Analyze revenue trends, expense drivers, and operational efficiency; identify risks and opportunities
Prepare and present monthly and quarterly financial packages for leadership and board reporting
Drive improvements in financial systems, tools, and processes to scale with company growth
Support due diligence and financial modeling for strategic initiatives including M&A and fundraising
Ensure compliance with GAAP and collaborate with Accounting during month-end close
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
5+ years of progressive experience in financial analysis or FP&A roles, with 2+ years in the Software/SaaS industry required
Strong understanding of SaaS business models and key performance metrics
Advanced proficiency in Excel / Google Sheets; experience with financial modeling and scenario analysis
Experience with financial systems (e.g., NetSuite, Adaptive Insights, Anaplan, Looker, Tableau, or similar)
Excellent communication and presentation skills; ability to work cross-functionally with non-finance stakeholders
Preferred Experience
Prior experience in a high-growth SaaS startup or publicly traded software company
Exposure to investor relations, board reporting, or fundraising processes
#J-18808-Ljbffr