Senior Financial & Operational Analysis Lead

Senior Financial & Operational Analysis Lead

Logic Manager leads the Risk Management Software industry, with outstanding feedback from our customers on G2. From navigating the See-Through Economy to championing Environmental, Social, and Governance (ESG) practices, our software empowers global organizations to uphold their reputations and protect stakeholders.

Logic Manager is a dynamic remote tech firm that cultivates an environment supporting internal growth and development. We take pride in being designated as a Great Place to Work, a testament to our commitment to creating an exceptional workplace. As a remote work environment, we prioritize work-life balance, transparency, and collaboration. Our innovative approach to customer satisfaction, recognized as a competitive advantage in our customer-centric Go-To-Market (GTM) strategy, sets us apart.

About This Opportunity:

We’re looking for a collaborative, resourceful, and technology innovations-savvy Senior Financial and Operational Analysis Lead to help turn strategy into action. If you’re a self-starter who thrives on solving real-world business challenges, building smarter processes, and connecting the dots between day-to-day details and the bigger picture. You bring strong analytical thinking, financial acumen, and a process-oriented mindset, and you know how to turn complexity into clarity.

In this role, you’ll support core functions like accounting, compliance, and financial reporting, while partnering across teams to scale operations and drive better decisions. If you’re detail-oriented, energized by collaboration, and excited to make a real impact, this is the role for you. This role reports directly to the Assistant Controller.

What You'll Do:

• Business Operations & Accounting Support: Partner with the accounting team on building and executing continuous improvements in the monthly financial processes, controls, and reconciliation of accounts (e.g., revenue recognition, accruals, deferred revenue). Support accounts payable (AP) and accounts receivable (AR) processes. Support preparation of financial statements, participate in software capitalization procedures, and assist with ASC 606 and tax compliance. Act as a secondary reviewer or preparer where needed, improving controls and supporting bandwidth during busy periods
• Business Efficiency Metrics: Design and monitor key business efficiency metrics to identify opportunities for new pricing models, cost optimization, and process improvements. Leverage AI, existing systems, or implement new data analysis and visualization tools
• Forecasting & Modeling: Contribute to short and long-term cash, operational, financial, and tax forecasts, including customer acquisition cost (CAC), annual recurring revenue, customer lifetime value (CLV), churn rates, sales variable compensation planning, and other operating and financial metrics
• Pricing Optimization: Conduct comprehensive pricing analysis to optimize product and service segmentation and geographic pricing strategies, enhancing margin contributions and market competitiveness
• Financial Reporting: Prepare and present financial reports, highlighting trends, variances, and actionable recommendations to drive performance improvements utilizing advanced reporting tools, including Net Suite ERP, Hub Spot, and Deal Hub. Research and recommend other data management tools and programs to maintain action
• Continuous Improvement: Stay updated on industry best practices and emerging financial technologies to continuously improve financial analysis and planning processes

About You And What Skills You'll Need:

• Education: BA/BS degree, preferably in Finance, Economics, or Accounting
• Experience: 5+ years of experience in financial operations, ideally with demonstrated expertise in financial planning and analysis (FP&A) and hands-on support of accounting processes
• Systems Expert: Proficiency with BI tools, financial planning, analysis & reporting systems, Microsoft Excel & Google Sheets
• Cross-Functional Collaborator: Comfortable working across teams and juggling inputs from multiple departments
• Detail-Oriented Thinker: You have a sharp eye for details without losing sight…