Senior Financial Operations Analyst
Core
Drive operational efficiency and financial rigor for a high-growth Customer Success team by managing budgeting, forecasting, and resource allocation.
Role type
Senior Financial Operations Analyst (Professional Services/Consulting)
Builds
Financial models, reporting dashboards, and analytical tools for project profitability and organizational planning.
Domain
Professional Services / Consulting / SaaS
Deliverable
dashboards & analysis
Required skills
Financial analysis, project finance, forecasting, budgeting, stakeholder collaboration, data-driven decision making, Excel, Tableau, Salesforce
Preferred skills
SaaS business model experience, knowledge of SaaS metrics (NRR, GRR, Renewal Rates)
Technologies
Excel, Google Sheets, Tableau, Salesforce
Responsibilities
Support Directors and VPs on budgeting, forecasting, and Estimate-at-Completion (EAC) processes; Track and analyze program spend against funding and contract values; Develop and maintain accurate pipeline forecasts; Lead development of financial processes and reporting; Manage revenue and profit forecasting and utilization analysis; Serve as Project Leader for special projects; Implement best practices for timesheet compliance and budgeting.
Seniority
Senior, hands-on IC
