Strategic Finance Analyst I

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft. 

Lucid has an exciting entry-level opportunity for a Strategic Finance Analyst to join our Strategic Finance team. This position will be responsible for a wide range of projects in support of business decisions and management reporting requirements for Sales and Go-To-Market (“GTM”) functions.

This is a high-growth role designed for an early-career professional looking to build a strong foundation in strategic corporate finance. Working alongside experienced team members, you will gain significant exposure to revenue and sales operations, sharpen your financial modeling skills, and gain hands-on experience delivering insights that influence company strategy.

Responsibilities: 

• Conduct month-end processes as well as variance / trend analysis to track performance and drive operational efficiencies
• Collaborate closely with GTM Operations to align on forecasts, analyze sales performance, and provide actionable insights for decision-making
• Partner with Accounting to ensure accurate expense recording and financial alignment across teams
• Translate financial data and market trends into clear narrative updates for Sales & GTM leadership to support real-time decision-making
• Help build, maintain, and refine FP&A modeling tools and planning processes to improve forecast accuracy
• Model expected outcomes and track progress for key strategic initiatives and company metrics
• Collaborate with People Ops and Recruiting to track headcount, monitor hiring plans, and analyze personnel-related expenses to ensure alignment with operational budget
• Partner closely with Analytics, Deal Strategy, and Accounting to model topline growth, analyze ARR trends, and ensure accurate revenue recognition
• Deliver timely, ad hoc financial analyses and data-driven insights to help leadership evaluate key business initiatives and emerging operational trends

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
• 0–1 years of experience in financial analysis, strategy, or corporate finance (internships included)
• Proficiency in Microsoft Excel/Google Sheets and PowerPoint/Google Slides
• Solid grasp of foundational corporate finance, accounting principles, and financial statement analysis
• Strong problem-solving orientation with a proactive "find a solution" mindset
• Excellent written and verbal communication skills; ability to simplify complex numbers into a clear story
• Self-starter who thrives with autonomy in a collaborative, fast-moving environment
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday)

Preferred Qualifications:

• Prior experience in the tech/SaaS industry or supporting a Sales/Operations team
• Familiarity with financial planning tools like Workday Adaptive Planning or similar FP&A software
• Familiarity with data warehousing, querying, or analytics tools (e.g., Snowflake, Datadog, SQL, or similar platforms)

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