Level Access

Senior Financial Analyst

Level Access

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

Tech Stack

ERP

About the role

  • Be responsible for the consolidated company financial model, including revenue, expense, cash flow, and headcount forecasts.
  • Lead annual budget and rolling forecast cycles in partnership with functional leaders (GTM, R&D, G&A, Customer Success).
  • Perform scenario modeling on growth, hiring, and margin profiles to support strategic decisions and trade-offs.
  • Build and maintain detailed SaaS metrics financial reporting, including ARR, NRR/GRR, Revenue/FTE amongst others.
  • Partner with RevOps to stay aligned on operational KPIs that drive Financial performance.
  • Partner with department leaders to manage budgets, track variances, and identify efficiency opportunities across Opex (R&D, S&M, G&A).
  • Develop headcount and labor cost models that align hiring plans with revenue and margin targets.
  • Compose standardized monthly budget vs. actuals packages, including commentary and trend analysis for leadership.
  • Prepare monthly and quarterly reporting packages for the executive team, highlighting key variances, risks, and opportunities.
  • Support creation of board materials, and investor presentations.
  • Translate sophisticated analyses into concise stories for non-finance partners.
  • Evaluate investments in product, AI capabilities, GTM initiatives, and partnerships using ROI, payback, and unit economics.
  • Support pricing, packaging, and commercial strategy analysis in coordination with Product and GTM teams.
  • Lead ad hoc deep dives on topics such as SaaS vs. Services mix, margin expansion, and capital allocation.
  • Improve FP&A processes, calendars, and templates to increase accuracy, speed, and repeatability of reporting cycles.
  • Help enhance the finance tech stack (e.g., planning tools, BI, ERP) and ensure alignment of data definitions across systems.
  • Promote a culture of data integrity, consistent KPI definitions, and self-serve reporting where feasible.

Requirements

  • 4–7 years of progressive experience in FP&A or corporate finance, including time at a B2B SaaS or recurring revenue company.
  • Strong command of SaaS economics and metrics (ARR, NRR/GRR, CAC, LTV, payback, cohort analysis, revenue recognition concepts).
  • Advanced Excel/Sheets skills and experience building and maintaining integrated financial models.
  • Experience working with financial systems and data tools (e.g., ERP, CRM, planning and BI tools).
  • Excellent analytical, problem-solving, and communication skills, with the ability to distill sophisticated data into actionable insights.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • Experience in a high-growth SaaS company in the ~$50–200M ARR range (nice to have).
  • Prior involvement in board reporting, investor relations support, or long-range planning (nice to have).
  • Familiarity with accessibility, compliance, or related software markets (nice to have).
Benefits
  • Unlimited vacation/FTO
  • Competitive benefits package
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingSaaS metricsscenario modelingbudget managementvariance analysisdata analysisROI analysispricing strategyfinancial reportinglabor cost modeling
Soft Skills
analytical skillsproblem-solvingcommunication skillsstorytellingcollaborationleadershipattention to detailstrategic thinkingadaptabilitydata integrity promotion