Sr. Financial Analyst (SaaS)

TL;DR

Sr. Financial Analyst (SaaS): Supporting the FP&A organization on headcount planning, month-end close, and run-rate analysis with an accent on translating financial data into actionable business insights. Focus on automating FP&A workflows using AI tools and improving forecasting accuracy for headcount and attrition.

Location: Fully remote within the United States

Salary: $100,000 - $120,000 / year

Company

A leading provider of cloud communications and collaboration technology that enables companies to connect more efficiently.

What you will do

• Own end-to-end headcount tracking, reconciliation, and reporting for supported functional groups.
• Execute recurring close and forecast processes, including P&L review and variance analysis.
• Partner with cross-functional stakeholders to align future business drivers with financial forecasts.
• Evolve FP&A workflows toward automation-first, insight-driven models using AI tools.
• Collaborate with Systems and Accounting teams to improve data quality and flow.
• Document financial models, assumptions, and processes for transparency and continuity.

Requirements

• Must be based in the United States.
• 8-10 years of experience in FP&A, corporate finance, or a similar analytical role.
• Hands-on experience with month-end close processes, accruals, and run-rate trend synthesis.
• Advanced financial modeling skills in Excel and proficiency with systems like Netsuite, Adaptive, or Salesforce.
• Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field.

Nice to have

• Experience using AI-enabled tools such as Copilot, ChatGPT, or Claude for financial analysis.
• Industry experience in SaaS or Unified Communications.

Culture & Benefits

• Fully remote work environment.
• Culture centered on teamwork, transparency, and mutual accountability.
• Fast-paced and high-growth environment with a focus on internal promotion.
• High employee retention with many staff members staying for 10-20+ years.

Hiring process

• Application submission and initial review.
• Evaluation process.
• Hiring decision.