Senior Financial Analyst

• Business Partnering: Collaborate with Go-To-Market teams (Sales, Marketing, Partnerships, CS, RevOps, et al.) to provide budgeting support and financial insights
• Financial Modeling: Assist in building ad-hoc financial models for scenario planning and analysis
• Business Analysis: Maintain dashboards and track key metrics to help inform business decisions
• Annual Planning: Support the annual planning and budgeting process, including data gathering, analysis, and coordination across departments
• Financial Reporting: Support the preparation of monthly, quarterly, and annual financial performance reports
• Revenue Forecasting: Support our bookings and GAAP revenue forecast processes
• Pricing: Provide analytical support for the pricing function by modeling and reporting on key metrics and discounting trends, and collaborate across teams to identify and evaluate pricing opportunities
• Capacity Planning: Maintain analysis on workforce capacity in partnership with designated business partners
• Executive Presentations: Create presentations that distill complex financial data into clear, concise charts and tables for senior leadership

• Bachelor’s Degree in accounting or Finance
• 4+ years of experience in Financial Analysis and Accounting
• Experience in financial modeling and forecasting, with exposure to SaaS sales and marketing metrics (e.g., LTV, CAC)
• Strong accuracy and attention to detail in fast-paced, multitasking environments
• Proven ability to meet tight deadlines with excellent organizational skills
• Strong cross-functional collaboration across all levels of management
• Advanced Excel and PowerPoint skills
• confident presenting to leadership
• 3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
• Used tools like ChatGPT, Gemini, or Excel AI to enhance productivity and speed up routine tasks
• Excellent interpersonal skills for consolidating and coordinating inputs across functions
• Naturally curious, with a collaborative approach to problem-solving

Experience within the SaaS/Software industry preferred

• Medical
• Dental
• Vision
• Family Forming benefits
• Life & Disability Insurance
• Unlimited Vacation
• participation in our Employee Stock Program