Korn Ferry
Lead Financial Analyst ($100,000 - $120,000 salary plus bonus)(SaaS/Software ind
Korn Ferry, Atlanta, Georgia, United States, 30383
About the job
Our client is a leading legal contract platform with nearly 200 contracts, exhibits, and forms that define the relationships and terms involved in design and construction projects.
Were looking for a highly analytical and proactive
Lead Financial Analyst
with
24 years of experience in SaaS environments, Investment Banking, or Management Consulting
to join our dynamic Finance team. In this role, you will play a key part in managing our financial planning and analysis functions, with a focus on SaaS metrics, forecasting, and operational reporting.
Key Responsibilities Financial Planning & Forecasting : Support the development of annual budgets, rolling forecasts, and long-range plans with an emphasis on accuracy and strategic alignment. SaaS Metrics & Performance Analysis : Analyze and report on key SaaS KPIs to drive data-informed business decisions. Financial Modeling : Build and maintain dynamic financial models for scenario planning, product growth, pricing strategies, and business cases. Management Reporting : Prepare monthly and quarterly financial reports for leadership, highlighting key trends, risks, and opportunities. Business Partnering : Collaborate with cross-functional teams including Sales, Marketing, Product, and Customer Success to support operational and strategic initiatives. Process Improvement : Identify and implement improvements in financial processes, tools, and reporting systems to support a scalable and agile finance function.
Required Qualifications 24 years of experience in Financial Planning & Analysis or similar role, with at least 2 years in a SaaS or subscription-based business or similar experience in investment banking/PE environments. Strong grasp of SaaS financial metrics and unit economics (e.g., CAC/LTV). Advanced Excel skills (e.g., scenario modeling, pivot tables, lookups). Familiarity with financial systems, CRM systems and BI tools (e.g., NetSuite, Hubspot, Power BI). Proven ability to translate data into actionable insights. Excellent communication, organization, and stakeholder management skills. Bachelors degree in Finance, Accounting, Economics, or related field. Some travel may be required
Preferred Qualifications Experience supporting recurring revenue models and cohort analysis. Exposure to SQL or data querying tools. Understanding of the AEC or legal tech sectors is a plus.
Compensation : $100,000 - $120,000 salary plus 10% SE:
510766142
Were looking for a highly analytical and proactive
Lead Financial Analyst
with
24 years of experience in SaaS environments, Investment Banking, or Management Consulting
to join our dynamic Finance team. In this role, you will play a key part in managing our financial planning and analysis functions, with a focus on SaaS metrics, forecasting, and operational reporting.
Key Responsibilities Financial Planning & Forecasting : Support the development of annual budgets, rolling forecasts, and long-range plans with an emphasis on accuracy and strategic alignment. SaaS Metrics & Performance Analysis : Analyze and report on key SaaS KPIs to drive data-informed business decisions. Financial Modeling : Build and maintain dynamic financial models for scenario planning, product growth, pricing strategies, and business cases. Management Reporting : Prepare monthly and quarterly financial reports for leadership, highlighting key trends, risks, and opportunities. Business Partnering : Collaborate with cross-functional teams including Sales, Marketing, Product, and Customer Success to support operational and strategic initiatives. Process Improvement : Identify and implement improvements in financial processes, tools, and reporting systems to support a scalable and agile finance function.
Required Qualifications 24 years of experience in Financial Planning & Analysis or similar role, with at least 2 years in a SaaS or subscription-based business or similar experience in investment banking/PE environments. Strong grasp of SaaS financial metrics and unit economics (e.g., CAC/LTV). Advanced Excel skills (e.g., scenario modeling, pivot tables, lookups). Familiarity with financial systems, CRM systems and BI tools (e.g., NetSuite, Hubspot, Power BI). Proven ability to translate data into actionable insights. Excellent communication, organization, and stakeholder management skills. Bachelors degree in Finance, Accounting, Economics, or related field. Some travel may be required
Preferred Qualifications Experience supporting recurring revenue models and cohort analysis. Exposure to SQL or data querying tools. Understanding of the AEC or legal tech sectors is a plus.
Compensation : $100,000 - $120,000 salary plus 10% SE:
510766142