Sr. Financial Analyst, Corporate FP&A

About the Role Join our Corporate Finance team and help shape how a high-growth, PE-backed SaaS company plans, invests, and grows. You'll partner with Technology, Marketing, and Administrative leaders (Finance, HR, Legal) and present directly to Directors, VPs, and the Executive Leadership Team.

• Drive enterprise-wide P&L analysis by consolidating data across functions and partnering with Operations Finance to show how the whole business is performing.
• Help set corporate finance goals and direction through the annual budget, rolling forecasts, and 3-year strategic plan, spotting trends and building expense, balance sheet, and cash flow outlooks.
• Own month-end reporting: review results, explain variances, and produce board and executive packages.
• Guide capital allocation with ROI and investment analysis, including capitalized software tracking with Technology and Accounting.
• Support M&A due diligence and acquisition integration.
• Use AI tools like Claude and Copilot to speed up analysis, sharpen financial narratives, and automate recurring work.
• 3–5 years of progressive financial analysis experience, such as growing from Analyst to Sr. Analyst. We value the quality of your experience over the number of years.
• Background in SaaS and/or private-equity-backed environments.
• Exposure to M&A, capital allocation, or investment analysis.
• Strong financial modeling, advanced Excel, and experience with Workday Adaptive Planning, Hyperion, or similar tools.
• The ability to turn numbers into a clear story for senior leaders.
• An ownership mindset and energy for building and improving in a lean, fast-moving team.
• A bachelor's degree in Finance, Accounting, or a related field, or equivalent experience.

We're a remote team that collaborates on camera. We prefer candidates within 2–3 hours of Cleveland for occasional in-person connection.

• Full benefits starting Day 1 :
  Medical, Dental, and Vision
• 401(k) with company match
• Unlimited Flex Time Off plus 10 company-paid holidays
• Remote-first role with monthly communication stipend
• Professional development programs and tuition assistance
• Home office equipment stipend
• Employee resource groups and exclusive employee discounts