Sr. Financial Analyst; P​/E SaaS - Treasury Focus

Title: Senior Financial Analyst – FP&A / Treasury Focus

Location: Fully Remote (East Coast hours required)

Compensation: $110,000 – $120,000 base + Bonus

Our client is a private equity–backed global software company delivering enterprise monitoring and analytics solutions used by organizations to maintain performance and reliability across complex technology environments. The company operates globally with multiple legal entities, currencies, and banking relationships and is currently expanding its U.S. finance organization.

This is an opportunity to join a high-growth, globally distributed SaaS platform where finance plays a critical role in supporting operational performance, liquidity planning, and strategic decision‑making.

The Senior Financial Analyst will play a key role within the corporate FP&A team, supporting global financial planning activities with a strong focus on cash forecasting, liquidity management, and treasury-related analysis
.

This role is ideal for an analyst coming from corporate FP&A or corporate treasury who wants broader exposure in a global, private‑equity backed technology environment
.

The position reports directly to the Senior Manager of FP&A and will work closely with finance leadership across multiple regions.

• Build and maintain 13‑week rolling cash forecasts
• Monitor global liquidity and cash positions across multiple bank accounts and entities
• Support foreign exchange (FX) exposure monitoring and analysis
• Maintain debt schedules and financing analyses tied to private equity capital structures
• Partner with leadership to improve cash management visibility and forecasting accuracy
• Support budgeting and forecasting processes
• Develop and maintain financial models used in forecasting and scenario planning
• Analyze financial performance relative to forecast and historical trends
• Identify opportunities to improve financial processes, reporting, and data quality

• Compile and analyze financial data to support strategic decision making
• Partner cross‑functionally with finance and operations teams to gather inputs for planning
• Support preparation of management reporting and board materials
• Deliver insights that improve operational and financial performance

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 3–4+ years of experience in:
• Corporate FP&A
• Corporate Treasury
• Investment banking or financial consulting

• Strong cash forecasting and liquidity analysis
• Advanced Excel modeling skills
• Financial statement analysis
• Ability to build and maintain forecasting models
• Experience working in multi‑entity or global environments is a plus

• Exposure to SaaS or technology companies
• Experience working with foreign exchange or debt structures
• Experience with Power BI, Power Query, or financial automation tools

The ideal candidate is someone who:

• Enjoys building and improving financial processes
• Can analyze complex data and turn it into actionable insights
• Is comfortable working in a global, fast‑paced environment
• Brings a hands‑on mindset and strong analytical curiosity

• Initial interview with hiring manager
• Practical Excel exercise to evaluate modeling and analytical skills