Financial Analyst, Senior
Core
Driving operational execution, financial modeling, and data-driven analysis across Go-To-Market and Services portfolios to shape corporate decisions.
Role type
Senior Financial Analyst (FP&A)
Builds
Bottoms-up Excel forecast models, annual operating plans, variance analyses, and executive presentation slides.
Domain
Enterprise SaaS / Professional Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Excel modeling, budgeting, rolling forecasting, variance analysis, SaaS unit economics (CAC Payback, LTV, NRR, GRR), margin management, data extraction from CRM systems
Preferred skills
SQL, BI tools, Salesforce, PowerPoint/Google Workspace
Responsibilities
Develop and maintain detailed bottoms-up Excel forecast models and annual operating plans; Partner with accounting for monthly close support; Run comprehensive variance analyses; Track SaaS unit economics and retention metrics; Create financial models for Professional Services and Support teams; Translate GTM data into structured datasets for leadership reviews
Seniority
Senior, hands-on IC