CareerPlan

Financial Analyst

San Francisco, CaliforniaFull-time$104k2026-05-29 → 2026-11-10

Core

Trusted advisor to Sales and Finance leadership, delivering insights and recommendations to drive sustainable growth and optimize investment.

Role type

Mid-level corporate financial analyst (FP&A)

Builds

Financial forecasts, empirical models, and corporate reporting systems for the Sales Finance team.

Domain

SaaS / Software industry

Deliverable

production ML models | dashboards & analysis

Required skills

Financial modeling, GAAP, data analysis, forecasting, business acumen, Excel/Google Sheets, SQL

Preferred skills

SaaS industry familiarity, management consulting or investment banking experience

Responsibilities

Analyze company performance against core KPIs to identify risks and opportunities; Build detailed empirical models from scratch to support financial recommendations; Analyze daily usage trends across platforms and communicate insights to executives; Track the bookings pipeline and forecast impact on top-line financial performance; Partner with sales strategy and operations to provide recommendations to finance leadership.

Seniority

Mid-level, hands-on IC