Senior Financial Analyst (Fintech)

TL;DR

Senior Financial Analyst (Fintech): Managing financial planning, analysis, and complex variable compensation plans for a compliance SaaS platform with an accent on financial modelling and variance analysis. Focus on driving 3-statement financial models, optimizing budgeting processes, and improving reporting efficiencies.

Location: Hybrid (New York, NY). Must be authorized to work in the United States; no sponsorship provided.

Salary: Base $85,000 - $125,000 per year

Company

Leading provider of compliance SaaS and consulting services for the global financial services sector.

What you will do

• Perform monthly variance analysis and explain differences between actual and budgeted results.
• Support monthly closing processes in collaboration with the Accounting team.
• Calculate and administer complex variable compensation plans, including commission and bonus accruals.
• Assist in the preparation of annual budgets, forecasts, and multi-year planning for revenue, expense, and headcount.
• Drive development and maintenance of 3-statement financial models.
• Identify process improvement opportunities to enhance reporting efficiencies.

Requirements

• BA or BS in Finance, Accounting, or a related field.
• 3-5 years of quantitative experience, ideally in FP&A, private equity, or investment banking.
• Excellent Excel skills with the ability to build detailed financial models.
• Must be authorized to work for any employer in the United States (no visa sponsorship available).
• Exposure to ERP systems (Netsuite) and EPM applications (Adaptive).

Nice to have

• Experience with SaaS and subscription billing.
• Experience with incentive compensation platforms like Salesforce SPIFF.

Culture & Benefits

• Opportunity to join a growing Finance team in a leading compliance SaaS company.
• Inclusive work environment as an Equal Opportunity Employer.
• Access to a wide range of corporate perks and benefits.