Senior Financial Analyst

We are seeking a hands-on Senior Financial Analyst to support core FP&A and reporting. This role is focused on monthly actuals reporting, weekly sales metrics, ARR performance analysis, sales commission tracking, and forecasting/budgeting.

The ideal candidate is someone who enjoys owning their work end-to-end, can solve problems independently, and has a startup mentality—comfortable building new processes and implementing new tooling.

Key Responsibilities:

Monthly Actuals & Reporting

• Own **monthly close actuals reporting **, including management P&L, balance sheet, cash flow, revenue detail, and variance analysis vs. budget and forecast
• Produce reliable, repeatable monthly reporting outputs used by leadership

Weekly Sales & Revenue Metrics

• Prepare weekly sales, bookings, and ARR movement reports using Salesforce data
• Monitor performance vs. targets and flag notable trends or anomalies
• Maintain consistency and accuracy of sales and revenue metrics

SaaS & Professional Services Analysis

• Analyze core SaaS metrics including ARR, churn, retention, expansion, and bookings

• Support financial reporting for **professional services business **, including:

  • Services backlog tracking
  • Business unit profitability and margin analysis

Commissions, SPIFFs & Process Build-Out

• Manage sales commission tracking, payout calculations, and reporting
• Take ownership of **new or evolving commission initiatives **, including leveraging new Salesforce tools and models
• Improve documentation, controls, and repeatability of commission processes

Forecasting, Budgeting & Planning

• Support monthly and quarterly forecasts and annual budgeting, including revenue, headcount, and operating expense planning
• Maintain and improve forecast models, assumptions, and driver-based planning logic
• Analyze forecast vs. actuals and incorporate learnings into future planning cycles

Requirements

• 8–12+ years of progressive finance experience, with a strong focus on ** FP&A.**
• Senior-level experience in **forecasting, budgeting, and strategic financial planning **.
• Hands-on experience with NetSuite Planning & Budgeting, Salesforce, and commission management or SPIFF tools.
• Advanced financial modeling and Excel skills.
• Strong exposure to professional services financial metrics, including backlog, utilization, and margin analysis.
• Proven ability to operate effectively in smaller, fast-paced, and resource-lean finance environments.
• Comfortable managing multiple priorities while supporting cross-functional teams.

Key Traits & Competencies

• Self-starter who takes ownership and figures things out independently.
• Strategic thinker with the ability to link financial insights to business outcomes.
• Proactive communicator who can clearly explain complex financial concepts to non-finance stakeholders.
• Highly analytical, detail-oriented, and results-driven.
• Comfortable operating in a fast-paced, scalable SaaS environment.