WorkWave

Principal Financial Analyst

WorkWave

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $115,000 - $145,000 per year

Job Level

Lead

About the role

  • Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams
  • Translate complex financial data into clear, actionable insights that support strategic planning and decision-making
  • Proactively identify financial risks and opportunities and communicate findings to business and finance leadership
  • Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment
  • Lead the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals
  • Develop, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning
  • Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year
  • Support the monthly close process in partnership with the accounting team
  • Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends
  • Design and maintain KPI tracking tools and management reporting packages
  • Drive process improvements and automation initiatives to enhance reporting efficiency and data integrity
  • Lead and support ad hoc financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)
  • Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
  • 5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
  • Deep understanding of SaaS financial metrics: ARR, GRR, NRR
  • Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.
  • Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
Benefits
  • Employees can expect a robust benefits package, including health and dental and 401k with company match
  • Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
  • Up to 4 weeks paid bonding leave
  • Tuition reimbursement
  • Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
  • 24/7 access to virtual medical care with Teladoc
  • Quarterly awards based on peer nominations
  • Regional discounts and perks
  • Opportunities to participate in charitable events and give back to the community
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingvariance analysisscenario analysisbudgetingforecastingfinancial reportingKPI trackinginvestment evaluationROI analysisNPV analysis
Soft Skills
relationship buildingcommunicationstrategic planninganalytical thinkingcross-functional collaborationprocess improvementpresentation skillsproblem-solvingleadershipdata interpretation
Certifications
Bachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in AccountingMBACFACPA