Financial Analyst

We are seeking a highly analytical business-minded Financial Analyst to join our growing organization. This role is ideal for someone who thrives in a fast-paced data-driven environment and wants broad exposure across executive leadership private equity stakeholders and cross-functional business teams.

The Financial Analyst will play a critical role in delivering financial insights building executive dashboards supporting board and investor reporting and driving data-backed decision making across the company. This individual should be comfortable operating in a high-growth SaaS technology environment with strong rigor around metrics forecasting and performance analysis. The ideal candidate will also embrace the use of AI tools and emerging technologies to improve efficiency surface insights faster and modernize financial operations.

This role will partner closely with Finance leadership Revenue teams Operations Sales and private equity partners to provide visibility into business performance and strategic opportunities.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

Financial Planning & Analysis

• Support monthly quarterly and annual forecasting budgeting and long-range planning processes.

• Analyze revenue bookings ARR churn retention margin and other SaaS KPIs.

• Identify trends risks and opportunities through financial modeling and scenario planning.

• Assist with annual operating plans and board-level financial presentations

• Leverage AI-enabled forecasting and planning tools to improve speed and accuracy.

Private Equity & Executive Reporting

• Prepare recurring reporting packages for executive leadership board meetings and private equity partners.

• Build clear and concise dashboards that translate complex data into actionable business insights.

• Support requests from investors related to growth metrics profitability headcount and operational performance.

• Help maintain high standards of financial discipline reporting accuracy and accountability.

Dashboarding & Data Analytics

• Design and maintain dashboards using BI tools such as Tableau Power BI Looker or similar platforms.

• Utilize AI tools to identify trends anomalies and business opportunities across large data sets.

• Partner with data and systems teams to improve reporting automation and data integrity.

• Build scalable reporting for SaaS metrics sales performance customer health and operational KPIs.

• Create executive-ready summaries and visuals for leadership consumption.

Cross-Functional Business Partnership

• Partner with Sales Customer Success Marketing Product and HR leaders on performance reporting and decision support.

• Evaluate ROI of strategic investments hiring plans GTM programs and operational initiatives.

• Support pricing analysis compensation modeling and business case development.

• Drive ad hoc analysis for strategic projects and executive priorities.

• Recommend process improvements through automation AI and smarter workflows.

QUALIFICATIONS AND SKILLS

Required

• Bachelors degree in Finance Accounting Economics Business or related field.

• 24 years of experience in an FP&A corporate finance investment banking consulting or related analytical role.

• Strong financial modeling and advanced Excel / Google Sheets skills.

• Experience building dashboards and reporting in BI tools.

• Strong understanding of SaaS business models and recurring revenue metrics.

• Experience leveraging AI tools (ChatGPT Copilot forecasting platforms automation tools etc.) in a business environment.

• Excellent communication skills with the ability to present insights to senior leaders.

• High attention to detail and ability to manage multiple priorities.

Preferred

• Experience working in a private equity-backed company.

• Experience supporting board reporting or investor requests.

• Familiarity with ERP CRM and planning systems (NetSuite Salesforce etc.)

• Experience in a high-growth software or technology company.

• Exposure to SQL Python or advanced analytics tools.

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities however these opportunities are limited to permanent residents of the United States. Current residency as well as continued residency within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation please contact Finalsites People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and dont fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a email address. For added security where possible apply through our company website at Experience:

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