Staff Financial Analyst (SaaS)

Location: Mountain View, California, United States

Salary: $154,000–$208,500 per year, with potential cash bonus, equity rewards, and benefits.

Company

hirify.global is a financial technology platform serving approximately 100 million customers through products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Own the annual operating plan for the Ecosystem Lifecycle Marketing portfolio in collaboration with Marketing, Analytics, and Business Operations leaders.
• Lead quarterly forecasts and current estimate cycles, including driver-based assumptions, risks, opportunities, and escalation.
• Connect lifecycle marketing assumptions to subscriber, revenue, and margin commitments with Strategic Planning and FP&A.
• Evaluate in-product acquisition, trial conversion, onboarding, upgrade, upsell, and attach investments across QuickBooks.
• Monitor activation, conversion, retention, churn, attach rate, ARPC, expansion revenue, and payback metrics.
• Build executive presentations, financial models, dashboards, and automated reporting processes for leadership.

Requirements

• 5+ years of experience in corporate finance, FP&A, strategic finance, investment banking, strategy consulting, or a comparable analytical function.
• Fluency in subscription and funnel economics, including conversion, activation, retention, churn, attach, cross-sell, LTV, CAC, payback, and ARPC.
• Advanced Excel or Google Sheets financial modeling skills, including cohort, funnel, and unit economics analysis.
• Experience partnering with Data Science and Analytics teams and understanding experimentation and A/B testing results financially.
• Experience with Oracle EPM/Hyperion Essbase, Anaplan, Tableau, or Looker; SQL is strongly preferred.
• Bachelor’s degree in Finance, Accounting, Economics, or Business; MBA, CPA, or CFA is preferred.

Nice to have

• Experience in a technology, SaaS, or subscription business.
• Experience supporting Marketing or Product Marketing.
• MBA, CPA, or CFA.

Culture & Benefits

• Work in a highly matrixed environment with Marketing, Product, Analytics, Data Science, and Finance partners.
• Competitive pay-for-performance compensation approach.
• Potential cash bonus and equity rewards.
• Employee benefits provided under applicable company plans and programs.