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Senior Financial Analyst
Lula CommerceSenior Financial Analyst managing financial operations for a fast-growing SaaS and marketplace business. Building forecasting models and managing billing and collections with direct CEO reporting.
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the financial operations of a fast-growing SaaS and marketplace business
- Revenue forecasting, billing, collections, monthly close, and board reporting
- Build and maintain forecasting models across subscription, revenue-share, and project-based revenue streams
- Model new customer cohorts, ramp assumptions, and ARPU trends
- Reconcile revenue across Stripe, ACH, and partner payouts
- Partner with Sales and Account Management to translate pipeline into a credible revenue forecast
- Manage cash flow forecasting, payment timing, and Stripe payout schedules
- Support tax filings and R&D tax credit documentation
- Drive process improvements across payment categorization and financial data SLAs
Requirements
What you’ll need- 3–6 years in finance, accounting, FP&A, or revenue operations — ideally at a SaaS, marketplace, or fintech company
- Strong financial modeling in Excel or Google Sheets; comfortable building from a blank page
- Fluency with billing and payment systems (Stripe experience a plus) and accounting software (QuickBooks, NetSuite, or similar)
- Working knowledge of US GAAP and SaaS revenue recognition
- Sharp attention to detail — you catch reconciliation gaps before they become problems
- Clear written communication; you can translate numbers for non-finance audiences
- Self-starter who defines their own scope and operates well with minimal structure
- Nice to Have Experience with revenue-share or GMV-based revenue models
- SQL or basic data tooling to pull directly from source systems
- Background supporting R&D tax credit filings
- Prior experience at a Seed–Series B startup
- Familiarity with Carta and equity administration
Benefits
Comp & perks- Competitive salary
- Meaningful equity
- Full benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingrevenue forecastingbillingcollectionsreconciliationcash flow forecastingUS GAAPSQLdata toolingR&D tax credit documentation
Soft Skills
attention to detailclear written communicationself-starterproblem-solving