Fluency - Advertising Automation Platform

Senior Financial Analyst

Fluency - Advertising Automation Platform

full-time

Posted on:

Location Type: Remote

Location: Vermont • United States

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Job Level

Senior

About the role

  • Track company drivers such as MRR/ARR, Churn, CAC (Customer Acquisition Cost), Logo Retention, and Margins to direct long-term strategic planning and provide data-driven insights to leadership.
  • Leverage cohort analysis and complex financial models to create actionable reports and presentations for senior management.
  • Partner with Marketing and Business Development leadership to track the sales funnel and forecast revenue.
  • Monitor COGS and expenses to balance growth rate, profit margin, and cash flow in support of the company's financial targets.
  • Act as the primary owner for our FP&A software, lead the implementation of new tools, manage ongoing system support, and utilize excellent project management skills to ensure our financial tech stack is optimized and scalable.
  • Partner with business leaders to optimize financial procedures through continuous improvements to automation and data analysis.

Requirements

  • BS in Finance, Accounting, or Economics; MBA or CPA/CFA preferred.
  • 4-6+ years in FP&A, ideally within a SaaS environment, with a strong understanding of ASC 606 revenue recognition.
  • Proven experience in FP&A system oversight and software implementation.
  • Excellent project management skills and ability to act as the technical lead for finance-related tools.
  • Expert Excel skills with the ability to independently create cohort analyses and complex financial models from scratch.
  • An independent and curious thinker with a continuous improvement mindset to drive efficiencies and the ability to drive results.
  • Strong presentation and analytical skills, with the ability to articulate complex financial recommendations.
Benefits
  • health insurance
  • retirement plans
  • paid time off
  • flexible work arrangements
  • professional development
Applicant Tracking System Keywords

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

Hard Skills & Tools
FP&Afinancial modelingcohort analysisExcelASC 606data analysisautomationfinancial reportingproject managementSaaS
Soft Skills
analytical skillspresentation skillsindependent thinkercuriositycontinuous improvement mindsetresults-drivencollaborationcommunicationleadershipproblem-solving
Certifications
BS in FinanceBS in AccountingBS in EconomicsMBACPACFA