Finance Analyst

We are seeking a collaborative and analytical individual to join our clients Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business.

Key Responsibilities:

• Strategically lead as the primary finance business partner to many of our Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
  
• Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
  
• Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
  
• Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.
  

Requirements

We’d love to chat if you have:

• 5 years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
  
• Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
  
• Demonstrated experience in providing analytical support to improve financial outcomes
  
• Proven success in optimizing financial reporting processes
  
• Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
  
• Familiarity with accounting processes related to monthly or quarterly close cycles
  

Preferred Qualifications:

• Experience working in a Software-as-a-Service (SaaS) or FinTech environment
  
• Experience partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis
  
• Ability to communicate complex financial concepts to cross-functional stakeholders
  
• Proactive mindset with a focus on continuous improvement
  
• Strong interpersonal skills and the ability to work effectively in a team-oriented setting
  

Hiring Manager Notes:

• Work Arrangement: Hybrid (on-site at Draper office on Monday, Tuesday, and Thursday)
  
• Contract Duration: 4-month contract with the possibility of extension based on business needs
  
• Interview Process: Two rounds via Zoom – first with the hiring manager, second with a team member
  
• Preferred Skills: Experience with Adaptive (nice to have)
  
• Required Skills: Strong financial modeling experience, including budgeting and forecasting.
  

MUST HAVE:

• 5 years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
  
• Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
  
• Demonstrated experience in providing analytical support to improve financial outcomes
  
• Proven success in optimizing financial reporting processes
  
• Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
  
• Strong financial modeling experience, including budgeting and forecasting.
  

Benefits