Sr. Financial Analyst - Remote

What You’ll Do (Essential Responsibilities)

• Build and maintain driver-based forecasting models tied directly to business drivers.
• Work comfortably in Adaptive (Workday) to update forecasts, manage budgets, and ensure reporting is accurate and up to date.
• Build and maintain Tableau dashboards that give business operators and leaders self-service, real-time visibility into their performance, budgets, and key KPIs.
• Support monthly and quarterly reporting processes with clear, visual, decision-useful outputs that go beyond static decks.
• Partner with operational leaders to understand what’s working, what’s not, and where to double down.
• Turn data into decisions — identify trends, flag risks, and recommend actions that drive revenue and margin.
• Contribute to long-range planning, scenario modeling, and forecast updates.
• Support go-to-market strategies with financial insights on pricing, payback, customer health, and ROI.
• Build reporting that actually gets used — simple, visual, and focused on what matters.
• Bring a finance lens to every conversation: resource allocation, efficiency, trade-offs, and growth strategy.

What Success Looks Like in Year One

• You’ve built or upgraded the forecasting model for your area - and Execs use it to steer key decisions. 
• You’ve identified at least one major business inefficiency and helped reallocate spend to higher ROI areas. 
• You’ve become a go-to finance partner for your area - respected for speed, clarity, and judgment. 
• You’ve helped us say “no” to the wrong projects, and double down on the right ones - and backed it up with data. 
• You’ve improved how we plan, report, and execute across our FP&A cycle - more signal, less noise. 

Who Are You / What Sets You Apart

• Keen attention to detail. 
• Excellent collaboration and communication skills. 
• Superb analytical and critical thinking abilities. 
• Advanced time-management and organizational skills. 
• You are an excellent financial modeler - you love building models that are fast, flexible and accurate. 
• You don't just pull numbers - you pressure test assumptions and look for inconsistencies. 
• You simplify complexity, communicate clearly, and stay focused on what moves the needle. 
• You take ownership - you don’t wait to be asked, and you raise your hand when something doesn't look right. 
• You’re comfortable in the gray - quick to form a view, clear on the trade-offs, focused on outcomes. 

What You Need (Key Requirements)

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field.
• Direct experience in FP&A at a public SaaS/software company — you understand the metrics, operating cadence, and expectations of a listed technology business.
• 5+ years in FP&A or strategic finance.
• Ability and willingness to work east coast US hours.
• Thrive working independently and remotely - highly task-oriented, self-motivated, and focused on delivering outcome-driven results.
• Strong financial modeling skills - have built and owned driver-based, 3-statement models that guide real decisions.
• Experience with core FP&A workflows: budgets, forecasts, headcount models, and variance analysis.
• Comfortable working within public company reporting cycles, earnings prep, and investor-grade analysis.
• Comfortable working with large datasets and translating them into actionable insights.
• Experience with FP&A planning tools (Adaptive [Workday] or equivalent).
• Experience with ERP systems (NetSuite or equivalent).
• Experience with CRM systems (Salesforce or equivalent).
• Experience with data warehouse tools (Snowflake or equivalent).
• Experience with BI/dashboarding tools (Tableau or equivalent).
• Experience with HRIS/payroll systems (Dayforce/Ceridian or equivalent).

What Would be Nice (Preferred Skills)

• Experience with implementation and system design of Adaptive (Workday).
• Strong command of advanced Excel functions (INDEX/MATCH, SUMIFS, scenario toggles, etc.).
• Experience modeling compensation plans, headcount growth, vendor spend, and overhead allocations.
• Ability to build audit-proof models that are easy to follow, maintain, and scale.
• Experience in SaaS metric design and definition (e.g., ARR, CAC, payback, CLTV/LTV, churn) and applying them in decision-making.
• Ability to work with complex, imperfect datasets — knowing how to validate, refine, and transform them into accurate, actionable insights.
• Prior experience partnering with operational teams such as R&D, Sales, Marketing, or other business units with budget ownership and cost discipline.
• Experience improving forecasting accuracy, reporting speed, or decision-making through process automation or data visualization enhancements.
• A great sense of humor - we take the work seriously, but not ourselves (if you can make the FP&A team laugh during quarter end board deck preparation, you'll fit right in!)