Senior Financial Analyst

Bachelor’s degree in finance, Accounting, Economics, or a related field
MBA or CPA preferred
4–7 years in financial planning & analysis or similar roles, ideally in a fast-paced or tech-driven environment
CPA, CFA, CMA, or equivalent credentials are a plus
Advanced Excel & financial modeling expertise
Experience with FP&A tools (e.g., Vena); familiarity with BI tools (e.g., Tableau, Power BI) and SQL is a plus
Strong understanding of GAAP, accounting standards, and ASC606
Proven ability to present complex financial data to non-financial stakeholders
Strong business acumen with a focus on actionable insights and strategic recommendations
Collaborative mindset with the ability to work across teams and influence without authority
Detail-oriented, organized, and adaptable in a dynamic environment
A proactive problem-solver with a high level of curiosity and initiative.

Lead components of the annual plan, quarterly forecasts, and 5-year strategic planning processes.
Build and manage robust financial models to evaluate business scenarios and investment opportunities.
Own the monthly reporting package, ensuring accurate reporting across ARR, sales data, and key financial/non-financial KPIs.
Perform in-depth analysis of actual vs. forecast results; identify key drivers and provide insight-driven commentary for leadership presentations.
Serve as a trusted finance partner to cross-functional teams (e.g., Sales, Operations, Product).
Translate financial data into business insights, helping teams understand the impact of their decisions.
Develop models around new initiatives, revenue recognition (ASC606), and customer behavior (e.g., redemptions).
Reconcile and analyze large data sets from multiple systems to support strategic business needs.
Fulfill financial reports, templates, and analysis requests from corporate and senior management.