Financial Analyst, R&D

Salesloft

Financial Analyst partnering with R&D at Clari + Salesloft, an AI-powered revenue platform. Modeling investments, forecasting budgets, and reporting financial performance for Product and Engineering.

Posted 8/7/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $67,000 - $77,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced financial analysis capabilities, including budgeting, forecasting, and reporting, while leveraging tools like Pigment and Claude AI for data-driven decision-making in a high-growth tech environment.

Highest-signal resume keywords

FP&A ExperienceAdvanced Microsoft ExcelPigment ProficiencyAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisScenario AnalysisBudgetingForecasting

Soft Skills

Interpersonal SkillsCollaborative MentalityPresentation Skills

Tools & Technologies

PigmentClaude AIMicrosoft ExcelGoogle Sheets

Industry Keywords

B2B SaaSHigh-Growth TechR&D FinanceEngineering Headcount PlanningCloud Infrastructure Costs

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs.
Prepare monthly and quarterly management reporting, analyze financial results, track trends, and communicate risks and insights to senior leadership.
Use Pigment and Claude AI for data analysis, reporting, scenario modeling, and finance workflow automation.
Perform ad-hoc business case evaluations and scenario analyses for technology initiatives and investment decisions.
Partner with Accounting during month-end close, complete variance analysis, and assist with R&D financial reporting.
Build business relationships across management levels and help scale the company’s revenue platform.
Learn and support budgeting, forecasting, reporting, and financial processes.
Drive month-end close reporting and variance analysis for assigned groups.
Provide analytical support for strategic and operational decision-making.
Own budgeting, forecasting, monthly financial reporting, budget and long-range planning for assigned groups.
Contribute to company-wide strategic planning and identify risks, opportunities, and downstream organizational impacts.

Requirements

What you’ll need

2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis within a high-growth tech or B2B SaaS environment
Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling
Hands-on experience with modern FP&A platforms, specifically Pigment
Comfort using AI tools such as Claude AI for analytical productivity
Exposure to or strong interest in R&D and technology finance, including engineering headcount planning, cloud infrastructure costs, or software capitalization
Strong analytical skills and ability to learn new systems and workflows quickly
Excellent communication, interpersonal, and presentation skills
Collaborative mentality
Ability to work with engineering leaders and executive management

Benefits

Comp & perks

Competitive wages and salaries
Performance bonus may be included
Benefits may be included
Other applicable incentive compensation plans may be included
Inclusive and supportive workplace
Equal employment opportunity
New Hire Orientation
Manager 1:1s and 30-60-90 plan
Professional onboarding and training
Access to financial systems, processes, and data
Opportunities for strategic and professional development