Senior Financial Analyst

About InvoiceCloud:

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .

Senior Financial Analyst

InvoiceCloud is a fast-growing fintech company with an award-winning culture and a leading disruptor in the electronic bill presentment and payment (EBPP) space. Serving more than 3200 customers across the utility government and insurance industries InvoiceClouds secure and innovative SaaS platform enhances the customer experience driving higher digital payment AutoPay and paperless adoption rates. By switching to InvoiceCloud clients can improve customer engagement and satisfaction while lowering costs accelerating payments and reducing staff workloads. To learn more .

Job Details

We are seeking a highly skilled and results-oriented Senior Financial Analyst to support Customer Success and Engineering. This is a hybrid position and will report to a Finance Manager. This position will play a key part in advancing InvoiceClouds mission by driving global expense planning forecasting and performance management.

The ideal candidate operates as a proactive trusted partnercapable of managing complex financial responsibilities collaborating across teams and maintaining high standards of analytical rigor and business insight.

Success Profile:

This role is anchored in our companys core competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position.

Drives Efficiency

• Continuously improve reporting forecasting and planning processes to strengthen financial visibility and decision support across the organization
  Collaborate with Accounting to ensure accurate expense reporting and a smooth month-end close process
  Prepare leadership reporting business cases and ad hoc analysis to support planning performance reviews and strategic decisions
  Leverage financial systems and emerging automation or AI tools to enhance forecasting accuracy streamline reporting workflows and improve decision support

Takes Ownership

• Serve as the primary finance partner to Customer Success and Engineering leading budget forecast and monthly expense reporting with clear visibility into performance against plan
  Take ownership of recurring monthly reporting and forecasting while delivering reliable financial insights to stakeholders
  Build strong relationships with business partners and gain proficiency in systems tools and processes that support FP&A
  Develop a strong understanding of global expense structure reporting cadence planning processes and key business driver

Results-Driven

• Analyze financial results identify risks and opportunities and deliver actionable recommendations to improve forecast accuracy spending effectiveness and business performance
  Partner with business leaders to evaluate spending decisions headcount needs and investment tradeoffs aligned to company priorities
  Lead Engineering margin analysis and capacity planning to support efficient resourcing and scalable growth
  Provide proactive insights on spending trends margin performance capacity needs risks and opportunities to inform operating decisions

Requirements

• 57 years of relevant finance experience with emphasis on business partnering and expense management
• Bachelors degree in Finance / CA/ICWA Accounting Economics or a related field
• Experience in IT/ITES/SaaS or fintech preferred
• Strong understanding of budgeting forecasting variance analysis and management reporting
• Experience in business supportmonthly financials with forecast and budgets in a dynamic fast-paced environment
• Strong communication and stakeholder management skills with the ability to translate financial data into clear business insights and recommendations.
• Ability to manage multiple priorities with a high level of accuracy accountability and follow-through
• Self-motivated curious and focused on continuous improvement
• Proficient in Excel; experience with Adaptive Planning NetSuite Zip and Workday is a plus
• Experience partnering with global stakeholders across time zones in a hybrid work environment is a plus

InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race color religion age sex nationality disability genetic information veteran or military status sexual orientation gender identity or expression or any other characteristic protected under applicable laws.

This commitment applies to all aspects of employment including recruitment hiring placement promotion termination layoff recall transfer leave compensation and training.

If you require a disability-related or religious accommodation during the application or recruitment process and wish to discuss possible adjustments please contact .

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