Senior Financial Analyst

Financial Leadership Responsibilities:

• Support the month end close, forecasting, and board reporting cycles. Collaborate with accounting to understand revenue and expense actuals relative to plan, forecast, and prior year.
• Support the development and continued iteration of the 3-statement financial model out of Vena Solutions. Develop additional supplemental models to improve forecasting accuracy and operational efficiency.
• Build relationships with key stakeholders across the business, provide insightful data-driven financial analysis to support strategic decisions.
• Support the forecasting and budgeting process, working closely with ELT to ensure alignment with overall business objectives.

Reporting & Analytics Responsibilities:

• Lead the development of monthly board (MBR) and ELT reporting materials in close partnership with the CFO and FP&A leadership, delivering clear, operationally focused insights from financial performance.
• Develop monthly Budget vs. Actual (BvA) reporting packages for each department, with executive-level summaries tailored for ELT review. These packages include hiring plans, key upcoming subscription renewals, new purchase requests, and other strategic initiatives to support timely decision-making.
• Partner with business operations, data analytics, and accounting teams to automate key reports (e.g., ARR Snowball, KPIs) within BI tools. Help ensure data integrity and enhance standard operating procedures to support accurate and efficient business reporting.

Strategic Partnering Responsibilities:

· Partner with executive leadership team in key functions to understand their financial needs and develop budgets and forecasts aligned with strategic goals.

· Independently seek opportunities for improvement. Volunteering to support Ad Hoc analytics for ELT partners.

Process Improvement Responsibilities:

· Drive continuous improvement in financial planning and analysis processes, systems, and tools to enhance efficiency, speed, accuracy, and effectiveness.

· Collaborate cross-functionally with accounting, Revenue operations, and other departments to ensure alignment and accuracy of financial data and reporting.

· Supporting the successful go-live and implementation of Vena Solutions, partnering with Accounting, Revenue Ops, to align data flows, build scalable planning templates, and utilize Vena for future planning and forecasting

Let’s talk about your skills/expertise:

· Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.

· 5+ years of experience in financial planning and analysis.

· Experience within a PE backed SaaS organization preferred.

· Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis as well as experience with SaaS financial metrics (ARR, MRR, LTV, CAC, etc..)

· Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights and recommendations.

· Proven track record of partnering with senior management and business leaders to drive strategic decision-making and business performance.

· Advanced proficiency in Microsoft Excel and financial planning software; experience with ERP systems (e.g., Vena Solutions) preferred.

· Familiarity with ERP systems (Netsuite) preferred.

· Strong communication and presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders.