Senior Financial Analyst

JOB OVERVIEW

Legion is seeking a Senior Financial Analyst to help drive disciplined planning forecasting and decision support across a growing SaaS business. This role will own assigned forecasts and reporting build scalable financial models analyze financial and operating performance and translate findings into clear recommendations for leaders.

The successful candidate combines strong FP&A fundamentals with commercial judgment comfort working with SaaS metrics and systems and the ability to partner effectively with both finance and non-finance stakeholders.

RESPONSIBILITIES:

• Assist Financial Planning and Analysis Director in managing the strategic planning budgeting and forecasting processes.
• Own designated components of the annual budget periodic forecasts and long-range plan including assumptions scenario analysis and consolidation support.
• Develop and maintain driver-based financial models for revenue headcount operating expenses pricing investments and strategic initiatives
• Deep understanding of SaaS financial and operational KPIs a strong ability to analyze data to identify trends actual performance against budget forecast prior periods risks opportunities for growth. Monitor key KPIs and recommend corrective actions.
• Prepare accurate monthly and quarterly management reporting dashboards executive presentations and decision-support materials.
• Investigate revenue cost margin and operational variances and explain key business drivers.
• Partner with business functions to evaluate performance and support commercial decisions.
• Perform profitability pricing cost-benefit ROI sensitivity and ad hoc analyses to support business cases and investment decisions.
• Support month-end and quarter-end closing activities in coordination with accounting teams by reviewing results validating data and resolving reporting discrepancies.
• Ensure the accuracy consistency integrity of financial data and reports through standardization automation and effective use of finance systems.
• Maintain appropriate financial controls documentation and data integrity and support audit or compliance requests related to assigned work.

REQUIREMENTS:

• Bachelors degree in Finance Accounting or a related field. MBA is required or relevant professional qualification is preferred
• 5 years of experience in in FP&A strategic finance business finance or a closely related analytical finance role in a SaaS enterprise-software company
• Proficiency with NetSuite required;
• Advanced financial modelling skills problem-solving and critical-thinking skills.
• Strong knowledge of budgeting forecasting financial reporting and management accounting financial statement and operation analysis.
• Ability to synthesize complex financial and operational data into concise insights and practical recommendations.
• Excellent communication presentation and interpersonal skills.
• Strong attention to detail problem-solving abilities and a results-driven mindset.
• Ability to work independently and collaboratively across functions.
• Demonstrated commitment to confidentiality integrity and professional ethics.
• Experience with BI or data tools such as Tableau Power BI or SQL and an interest in using automation or AI to improve finance workflows

KEY PERFORMANCE INDICATORS

• Accuracy and timeliness of budgets forecasts and management reports.
• Quality and relevance of financial insights and recommendations.
• Forecast accuracy and variance management.
• Achievement of cost-optimization and profitability-improvement targets.
• Timely completion of financial analyses and strategic projects.
• Stakeholder satisfaction and effectiveness of finance business partnering.

COMPENSATION & BENEFITS

At Legion we offer competitive compensation and benefits packages to all employees. As a fully remote employer pay for positions is determined using local national and industry-specific survey data.

We strive to make competitive offers allowing employees room for future growth. Salaries will be based on the applicants location level of experience education and specialized knowledge and skills. Additionally we consider the external market rate the amount we have budgeted internally and internal equity within the company for the same position.

Benefits include but are not limited to:

• Health Benefits
• Paid Time Off and Paid Holidays
• Parental Leave
• Equity
• Monthly Wellness Reimbursement
• Monthly Lunch on Legion

ABOUT LEGION

Join Legions mission to turn hourly jobs into good jobs. Were a remote mission-driven team seeking exceptional talent to propel this vision. Embrace a culture thats collaborative fast-paced and entrepreneurial. With us youll grow your skills work closely with experienced executives and contribute significantly to our mission. Legion Technologies delivers the industrys most innovative workforce management platform. It enables businesses to maximize labor efficiency and employee engagement simultaneously. The award-winning AI-driven Legion WFM platform is intelligent automated and employee-centric. Its proven to deliver 13x ROI through schedule optimization reduced attrition increased productivity and increased operational efficiency. Legion delivers cutting-edge technology in an easy-to-use platform and mobile app that employees love. If youre ready to make an impact and grow your career Legion is where you belong. Join us in making hourly work rewarding and fulfilling.

BACKGROUND AND OPPORTUNITY

There are almost 75 million hourly workers in the United States representing more than half of the entire workforce. Historically managing hourly employees has been difficult due to high attrition (average of 60%) and high replacement costs (average of $3200 per employee in retail). The ongoing labor shortage and competition from the gig economy make it more difficult to attract and retain hourly employees. The top reasons hourly employees leave their jobs are a lack of schedule empowerment poor communication with employers and an inability to get paid early. Gen Z and the millennial workforce demand gig-like flexibility modern technology and compelling work options. Legions mission is to turn hourly jobs into good jobs serving the hourly workers who make up the majority of the US workforce. We believe in empowering employees and helping employers be efficient and innovative by enabling intelligent automation powered by Legions Workforce Management platform to optimize labor efficiency and enhance the employee experience simultaneously. Legion WFM was built for the cloud with AI at the core and designed to handle the complexity of modern businesses and meet the needs of todays hourly employees. Our team is comprised of dedicated individuals from all backgrounds and experiences globally distributed across all time zones.

For more information visit

EQUAL EMPLOYMENT OPPORTUNITY

Legion Technologies is proud to be an equal-opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will be considered for employment without regard to race color religion sex age disability marital status familial status sexual orientation pregnancy genetic information gender identity gender expression national origin ancestry citizenship status veteran status and any other legally protected status under federal state or local anti-discrimination laws.

DISABILITY ACCOMMODATION

For individuals with disabilities who need additional assistance at any point in the application and interview process please email

We have noticed a rise in recruiting impersonations across the industry where scammers attempt to access candidates personal and financial information through fake interviews and offers. All Legion recruiting email communications will always come from the @ domain. Any outreach claiming to be from Legion via other sources should be ignored. If you are uncertain whether you have been contacted by an official Legion employee reach out to

Legion is an equal opportunity employer. All applicants will be considered for employment without attention to race religion color sex sexual orientation gender identity age national origin veteran disability status or any other basis covered by appropriate law.

As a global employer Legion determines pay for positions using local national and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidates region/town/cost of living. For new hires we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicants location level of experience education and specialized knowledge and skills. Additionally we consider the external market rate the amount we have budgeted internally and internal equity within the company for the same position. An employee/candidate with a stronger skill set will receive higher pay.

This Job Applicant Privacy Policy (Policy) describes how Legion Technologies Inc. (Legion we us and our) collects uses and discloses personal information as defined under California law from and about job applicants who are residents of California.

This Policy does not apply to our handling of data gathered about you in your role as a user of our consumer-facing services. When you interact with us as in that role theLegion Privacy Policyapplies.

1. Types of Personal Information We Handle

   We collect store and use various types of personal information through the application and recruitment process. We collect such information either directly from you or (where applicable) from another person or entity such as an employment agency or consultancy background check provider or other referral sources. This information includes:

   • Identification and contact information and related identifierssuch as full name date and place of birth citizenship and permanent residence home and business addresses telephone numbers email addresses and such information about your beneficiaries or emergency contacts.
   • Professional or employment-related informationincluding:
     • Recruitment employment or engagement informationsuch as application forms and information included in a resume cover letter or otherwise provided through any application or engagement process; and copies of identification documents such as drivers licenses passports and visas; and background screening results and references.
     • Career informationsuch as job titles; work history; work dates and work locations; information about skills qualifications experience publications speaking engagements and preferences; and professional memberships
   • Education Informationsuch as institutions attended degrees certifications training courses publications and transcript information.
   • Legally protected classification informationsuch as race sex/gender religious/ philosophical beliefs gender identity/expression sexual orientation marital status military service nationality ethnicity request for family care leave political opinions and criminal history.
   • Other informationsuch as any information you voluntarily choose to provide in connection with your job application.

2. How We Use Personal Information

   We collect use share and store personal information from job applicants for our and our service providers business and operational purposes in the recruitment process such as: processing your application tracking your application through the recruitment process contacting references with your authorization conducting background checks you authorize and making hiring decisions. We will also use job applicant information for internal analysis purposes to understand the applicants who apply and to improve our recruitment process. We may sometimes need to use applicant information for legal purposes such as in connection with any challenges made to our hiring decisions.

3. With Whom We Share Personal Information

   We will disclose job applicant personal information to the following types of entities or in the following circumstances (where applicable):

   • Internally: to other Legion personnel involved in the recruiting and hiring process.
   • Vendors: such as technology service providers travel management providers human resources suppliers background check companies and employment agencies or recruiters where applicable.
   • Legal Compliance: when required to do so by law regulation or court order or in response to a request for assistance by the police or other law enforcement agency.
   • Litigation Purposes: to seek legal advice from our external lawyers or in connection with litigation with a third party.
   • Business Transaction Purposes: in connection with the sale purchase or merger.
4. How to Contact Us About this Policy If you have any questions about this Policy please contact .