Senior Financial Analyst

Outstanding opportunity to join a fast growing SaaS/technology as Senior Financial Analyst. This role is fully remote, but have a preference for someone living in the New England area.

• 3-5 years FP&A experience within a SaaS/technology company
• Excellent presentation and communication skills

• Adaptive Planning system experience

Fully remote

The Financial Planning & Analysis (FP&A) team is responsible for enterprise-wide budgeting, forecasting, and financial reporting. The team partners closely with Accounting, Sales, Marketing, Operations, Product, and Engineering to support strategic initiatives and drive performance through financial insight. This includes developing, tracking, and monitoring key performance indicators (KPIs) and critical Software-as-a-Service (SaaS) metrics.

Due to continued reporting demand, the FP&A team is seeking a Senior Financial Analyst to support forecasting, reporting, and cross-functional financial planning efforts.

The Senior Financial Analyst will partner with departmental leaders to develop detailed financial forecasts and budgets. This includes evaluating short-term and long-term hiring plans, technology investments, and third-party services to support company growth.

This role will primarily be focused on expense management, forecast creation & maintenance including P&Ls, cashflow and balance sheets.

The ideal candidate thrives in a fast-paced, high-growth environment and demonstrates strong analytical rigor, precision, and accountability. Close collaboration with Accounting requires excellent communication skills and a solid understanding of financial principles and standards.

• Budgeting & Forecasting Develop bottoms-up budgets and detailed financial models
• Analyze key business drivers and assess financial impact
• Provide comprehensive variance analysis (budget vs. actuals) and communicate insights
• Partner with Accounting on reconciliations and reclassifications
• Serve as a financial business partner to Sales, Operations, Product & Technology or General & Administrative areas depending on experience and comfort

Develop and track KPIs across functional departments

• Build dashboards and reporting tools to monitor performance, ideally in Adaptive
• Analyze trends and present insights to managers and senior leaders
• Provide recommendations to improve operational and financial performance

• Ensure financial accuracy through review and validation of deliverables
• Streamline reporting and review processes to improve efficiency
• Manage stakeholder’s annual budget and/or forecast and elevate if at risk of overage
• Travel & Entertainment analysis to ensure complaint with corporate policy

• Prepare materials for board meetings and executive presentations
• Conduct market and competitive analysis
• Assist in process design and implementation of financial system enhancements
• Assist in Procurement tracking and analytics

Bachelor’s degree in Finance or Accounting

• 3–5 years of progressive experience in Corporate Finance, Accounting, or Private Equity
• Technology (SaaS) industry experience preferred
• Strong analytical skills with the ability to interpret and synthesize complex financial data
• Proven ability to manage multiple priorities with speed and accuracy
• Advanced Excel skills and experience with financial modeling
• Experience with financial planning systems (Adaptive Planning experience preferred)
• High degree of initiative and results orientation
• Ability to work independently and proactively identify high-impact projects
• Strong business judgment with the ability to articulate and defend financial perspectives
• Excellent written and verbal communication skills