Lead Financial Analyst
Core
Finance partner to Customer Experience Group (CXG) leaders supporting go-live forecasting, capacity planning, and revenue/ARR alignment.
Role type
Lead Financial Analyst (FP&A)
Builds
Time-phased launch forecasts, executive reporting materials, and automated financial models for CXG go-lives.
Domain
SaaS / Fintech
Deliverable
dashboards & analysis
Required skills
Advanced financial modeling, forecasting, Excel, data synthesis, strategic decision support, executive presentation, independent operation
Preferred skills
SaaS/FinTech experience, board-level reporting support, AI process development
Technologies
Excel, Adaptive
Responsibilities
Guide budget and resource decisions for CXG; advise on trade-offs across capacity, hiring, and go-live priorities; coordinate forecasting of go-lives by translating capacity and backlog into time-phased forecasts; prepare executive-level reporting on go-lives, backlog, and ARR; align CXG metrics and data sources with Finance; collaborate to keep forecasts, actuals, and revenue recognition aligned; enhance forecasting automation and data integrity.
Seniority
Senior, hands-on IC