Financial Analyst, Senior

Senior Financial Analyst

Our mission is to be the most value‑creating platform for enterprises by transforming decision‑making through our AI‑first approach. By integrating siloed planning capabilities and capturing value leakage, we help businesses plan smarter and faster.

We seek a talented, analytical, and operational‑minded Senior Financial Analyst to lead the financial modeling, data‑driven analysis and operational execution across our Go‑To‑Market and Services portfolios.

• Develop and maintain detailed, bottoms‑up Excel forecast models and annual operating plans covering the end‑to‑end customer journey—including sales pipeline progression, marketing spend, client success retention, and professional services staffing.
• Partner with the accounting team during month‑end close to ensure productivity metrics, demand‑planning data and operational expenses are captured accurately and timely.
• Run comprehensive variance analyses, identifying and researching deviations between actual results and the budget, forecast, or prior‑year expenses; proactively pinpoint trends, risks and opportunities for improvement.
• Collaborate with Rev Ops, Service Ops and CRM systems to extract pipeline data, manage expense assumptions and track headcount capacity so models scale efficiently.
• Track, analyze and report on critical SaaS unit economics (CAC Payback, LTV, Net Retention Rate, Gross Retention Rate) to identify where churn or inefficiencies impact the business.
• Build and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure gross margins align with profitability targets.
• Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews.

• 4–6 years of progressive experience in corporate finance, FP&A or strategic sales/revenue operations.
• Understanding of accounting, financial, and operational principles with exposure to Enterprise SaaS, gross‑margin mechanics and software/professional‑services revenue structures.
• Advanced Excel skills and proven ability to develop dynamic, detailed, bottom‑up financial models and reports independently.
• Proficiency in PowerPoint or Google Workspace; familiarity with BI tools, CRM systems (Salesforce) or SQL is a plus.
• Bachelor’s degree in Finance, Economics, Business or a related analytical field.
• Superior attention to detail, strong problem‑solving mindset and ability to manage multiple competing priorities in a fast‑paced environment.

This position at o9 Solutions has an annual salary range of $84,897–$116,733. Additionally, you may be eligible to participate in our medical, retirement and other company‑sponsored benefits.

o9 is an equal‑opportunity employer that values diversity and inclusion. We welcome applicants from all backgrounds, ensuring a fair and unbiased hiring process.