Financial Analyst - Software
Core
Finance business partner for a growing software organization, connecting financial analysis with strategic and operational decision-making.
Role type
Senior FP&A Analyst (SaaS)
Builds
Business cases, financial models, forecasts, investment analyses, executive reports, and dashboards for software performance.
Domain
Software / SaaS / Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Financial modeling, forecasting, SaaS metrics analysis (ARR, MRR, churn, Rule of 40), executive reporting, data visualization, scenario analysis, process automation
Preferred skills
Tagetik planning systems, earnings support, SEC reporting, management consulting background, MBA/CPA/CFA
Technologies
Microsoft Excel, Power BI, Tagetik
Responsibilities
Partner with Software, Product, Sales, and executive leadership to support growth and resource allocation decisions; Develop business cases and financial models for investments and strategic projects; Support monthly forecasting, annual planning, and long-range financial planning; Analyze software performance data and translate results into actionable business insights; Monitor and evaluate SaaS metrics including ARR, MRR, retention, churn, and customer profitability; Prepare executive reports, dashboards, and presentations to communicate results and trends; Compare actual performance against forecasts and budgets to identify variances and explain key drivers; Support earnings activities, SEC reporting, Board materials, and investor communications; Identify opportunities to improve financial planning, reporting, analytics, and data quality; Simplify and automate recurring reporting processes and improve financial analysis efficiency; Support Tagetik planning and forecasting systems with process improvements and data enhancements.
Seniority
Mid-Senior, hands-on IC