Lead Financial Analyst

Lead Financial Analyst

Base pay range: $ per year – $ per year (plus 10% bonus). Compensation is determined by skills and experience.

Our client is a leading legal contract platform with nearly 200 contracts, exhibits, and forms that define the relationships and terms involved in design and construction projects.

We’re looking for a highly analytical and proactive Lead Financial Analyst with 2–4 years of experience in SaaS environments, investment banking, or management consulting to join our dynamic finance team. In this role, you will play a key part in managing our financial planning and analysis functions with a focus on SaaS metrics, forecasting, and operational reporting.

• Financial Planning & Forecasting
  :
  Support the development of annual budgets, rolling forecasts, and long‑range plans with an emphasis on accuracy and strategic alignment.
• SaaS Metrics & Performance Analysis
  :
  Analyze and report on key SaaS KPIs to drive data‑informed business decisions.
• Financial Modeling
  :
  Build and maintain dynamic financial models for scenario planning, product growth, pricing strategies, and business cases.
• Management Reporting
  :
  Prepare monthly and quarterly financial reports for leadership, highlighting key trends, risks, and opportunities.
• Business Partnering
  :
  Collaborate with cross‑functional teams including Sales, Marketing, Product, and Customer Success to support operational and strategic initiatives.
• Process Improvement
  :
  Identify and implement improvements in financial processes, tools, and reporting systems to support a scalable and agile finance function.

• 2–4 years of experience in financial planning & analysis or a similar role, with at least 2 years in a SaaS or subscription‑based business or similar experience in investment banking/PE environments.
• Strong grasp of SaaS financial metrics and unit economics (e.g., CAC, LTV).
• Familiarity with financial systems, CRM systems, and BI tools (e.g., Net Suite, Hub Spot, Power BI).
• Proven ability to translate data into actionable insights.
• Excellent communication, organization, and stakeholder management skills.
• Bachelor’s degree in finance, accounting, economics, or a related field.
• Some travel may be required.

• Experience supporting recurring revenue models and cohort analysis.
• Exposure to SQL or data querying tools.
• Understanding of the AEC or legal tech sectors is a plus.

Full‑time

Mid‑Senior level

Finance

Professional Training and Coaching