Senior Financial Analyst, Corporate Finance
Core
Senior Financial Analyst supporting financial planning, forecasting, executive decision-making, and Board/investor communications for a SaaS technology company.
Role type
Senior IC financial analyst (corporate finance)
Builds
Long-term financial models, annual operating plans, monthly forecasts, variance analyses, and strategic presentations for executive leadership.
Domain
SaaS technology / Corporate Finance
Required skills
Financial modeling, long-range planning, forecasting, integrated financial statements, Microsoft Excel, data analysis, strategic communication, cross-functional collaboration
Preferred skills
Enterprise planning platforms (Anaplan), SQL, Alteryx, business intelligence tools, SaaS financial metrics, MBA/CPA/CFA
Technologies
Microsoft Excel, Anaplan, SQL, Alteryx, BI tools
Responsibilities
Maintain and enhance long-term financial models; lead the annual operating plan (AOP) process; lead monthly forecasting; prepare variance analyses; develop Board and investor materials; build dashboards and reporting tools; automate financial workflows.
Seniority
Senior, hands-on IC
