Senior Financial Analyst

KBW Financial Staffing is working with a growing private equity backed client in the Waltham MA area that is looking for a Senior Financial Analyst to join their team! This is a full-time position that will be hybrid and is paying between $123k-$133k depending on experience, plus equity.

The Responsibilities For This Role Will Include

• Partner with Renewals and Customer Experience leadership on financial analysis and strategic insights to support retention, renewal performance, and business growth.
• Own weekly renewals forecasting and develop executive reporting on ARR, retention, churn, downsell, renewal rates, pricing, and forecast performance.
• Analyze renewal trends, reconcile actuals, and identify performance drivers, risks, and opportunities across products, customer segments, and sales teams.
• Build financial models for budgeting and forecasting, prepare executive and Board reporting, and partner with cross-functional teams to improve data accuracy, reporting standards, and decision-making.
  
  

The Experience Required For This Role

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 5 years of experience in FP&A, Corporate Finance, Strategic Finance, Revenue Finance, or related analytical roles, preferably within a SaaS or enterprise software environment inclusive of a multi-product strategy
• Strong understanding of SaaS revenue models, recurring revenue forecasting, and key metrics including ARR, bookings, billings, renewals, retention, and churn; advanced financial modeling and Excel skills required
• Experience partnering with cross-functional leaders, presenting to senior management, and using financial planning, analytics, and AI-enabled tools to improve forecasting, reporting, and decision-making
  
  

Compensation: $123k-$133k (DOE)

For immediate consideration, please submit an updated copy of your resume in Word format to Colin McDonnell at cmcdonnell@kbwfinancial.com.

*KBW789*