Alcumus

Senior Financial Analyst – FP&A, R&D

Alcumus

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Job Level

Senior

Tech Stack

ERPSQL

About the role

  • Partner with CTO and CPO to drive financial decision-making for the R&D organization, including evaluating technical debt vs. feature investment trade-offs, conducting ROI analyses for product initiatives, and building product line P&Ls that inform strategic priorities
  • Translate product roadmaps into financial forecasts, ensuring alignment between engineering capacity, product strategy, and financial targets
  • Lead monthly and quarterly forecasting processes for R&D, collaborating with leadership to develop accurate projections based on hiring plans, project timelines, and resource allocation
  • Manage project tracking systems to monitor R&D spending across initiatives, connecting data from multiple sources (HRIS, project management tools, financial systems) to provide comprehensive visibility
  • Deliver monthly budget vs. actual analysis with detailed variance explanations, drilling into payroll, contractor spend, and vendor costs to identify trends and opportunities
  • Analyze key business drivers to quantify how R&D investments translate into product velocity, customer adoption, and incremental revenue
  • Own COGS hosting forecasting and analysis, partnering with engineering and operations teams to model cost drivers and identify optimization opportunities
  • Develop headcount planning models that balance investment needs with efficiency targets
  • Identify and implement process improvements to streamline reporting workflows, leveraging automation and AI where appropriate
  • Prepare board-ready materials with clear narratives and compelling data visualization that communicate complex financial stories to non-financial audiences

Requirements

  • 5+ years of FP&A experience with demonstrated expertise in financial modeling and business partnership, preferably in high-growth or PE-backed companies
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus
  • Advanced proficiency in Excel to facilitate complex modeling
  • Experience with financial systems (NetSuite or similar ERP platforms)
  • Comfort working with data from multiple systems and building integrated reporting solutions
  • Exceptional analytical abilities with proven problem-solving skills and intellectual curiosity
  • Ability to translate complex financial concepts for non-financial stakeholders with clarity and impact
  • Strong business acumen with the ability to connect financial metrics to operational drivers
  • High attention to detail with the ability to balance precision and speed in a fast-paced environment
  • Self-starter who can manage competing priorities and drive projects independently
  • Collaborative mindset with strong interpersonal skills
  • Preferred Skills
  • SaaS or subscription-based business model experience
  • Project-based finance support for engineering or product teams
  • International/multi-entity company experience
  • Familiarity with SQL, or data visualization tools (PowerBI)
  • M&A or integration experience
Benefits
  • Work with a global team! We have colleagues and customers across North America and overseas.
  • Veriforce is a great place to work! Our leaders and teams cite culture as one of the top reasons this is a great place to
  • 100% paid employee medical and dental insurance
  • Monthly contributions to Health Savings Accounts
  • A 401(k) match that is immediately fully vested
  • Outstanding time off benefits
  • Paid time off for volunteer activities
  • Remote work
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FP&Afinancial modelingbusiness partnershipbudget analysiscost of goods sold (COGS) forecastingheadcount planningdata analysisSQLExcelfinancial forecasting
Soft Skills
analytical abilitiesproblem-solvingcommunicationbusiness acumenattention to detailself-startercollaborationintellectual curiosityability to translate complex conceptstime management
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBA