6 часов назад
Sr. Financial Analyst (AI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Financial Analyst (AI): Supporting forecasting, budgeting, SaaS KPI analysis, executive dashboards, and board and investor reporting with an accent on financial modeling, recurring revenue metrics, and AI-enabled planning. Focus on building transparent models, surfacing trends and anomalies, and delivering data-backed insights for executive leadership, private equity partners, and cross-functional teams.
Location: 100% remote within the United States; current and continued US residency required
Company
provides an integrated SaaS platform for K–12 schools, including websites, communications, mobile apps, enrollment, and marketing services.
What you will do
- Support monthly, quarterly, and annual forecasting, budgeting, long-range planning, and annual operating plans.
- Analyze SaaS metrics including revenue, bookings, ARR, churn, retention, margins, and operational KPIs.
- Build, audit, and maintain transparent financial models, budget-versus-actuals reports, variance analyses, and scenario plans.
- Prepare executive, board, investor, and private equity reporting packages, including financial presentations and performance summaries.
- Use AI-enabled forecasting, anomaly detection, automation, and reporting tools to improve financial operations and data integrity.
- Partner with Finance, Sales, Customer Success, Marketing, Product, HR, Operations, data, and systems teams on ROI analysis, pricing, compensation modeling, hiring plans, and strategic business cases.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 2–4+ years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
- Strong financial modeling and advanced Excel or Google Sheets skills.
- Experience building dashboards and reports in BI tools and understanding SaaS business models and recurring revenue metrics.
- Experience using AI tools such as ChatGPT, Copilot, forecasting platforms, or automation tools in a business environment.
- Excellent communication, presentation, attention to detail, and prioritization skills.
Nice to have
- Experience in a private equity-backed company or supporting board reporting and investor requests.
- Familiarity with ERP, CRM, and planning systems such as NetSuite, Salesforce, and Workday Adaptive Planning.
- Experience in a high-growth software or technology company.
- Exposure to SQL, Python, or advanced analytics tools.
Culture & Benefits
- Independent contractor engagement in a fully remote environment.
- Collaborative work with executive leadership, private equity partners, and cross-functional business teams.
- Opportunity to support education technology serving more than 7,000 schools and districts worldwide.
- Professional development opportunities and a culture focused on partnership and purpose.
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