Senior Financial Analyst, FP&A (AI First)

Accountabilities • Own and operate AI-enabled FP&A workflows for recurring activities such as variance analysis, commentary, cohort and retention analysis, board metrics, and routine financial data pulls.

• Use AI tools as a core part of financial analysis, modeling, reporting, and commentary while following appropriate data-handling and team practices.

• Design and maintain AI agents, prompts, calculation templates, and automated workflows, creating the documentation and context required for reliable outputs.

• Determine which finance activities should be automated, which require human review, and which should remain fully manual, while building validation, reconciliation, and quality-control processes.

• Maintain a shared library of finance automation resources and ensure workflows remain documented, versioned, repeatable, and usable by other team members.

• Own the annual budgeting process and recurring forecast updates, coordinating inputs from department leaders and maintaining key assumptions.

• Maintain and enhance the financial model covering revenue, expenses, headcount, cash, and scenario planning, with an emphasis on scalable and configurable modeling.

• Conduct scenario and sensitivity analyses that help leadership evaluate business decisions quickly and confidently.

• Own monthly reporting, including actuals versus budget and forecast, variance analysis, and management commentary.

• Support leadership and board reporting by preparing financial metrics, dashboards, and decision-support materials.

• Partner with Accounting during month-end close to ensure financial results are accurate, complete, and delivered on schedule.

• Own core SaaS metrics, including ARR/MRR, net and gross revenue retention, churn, CAC, and LTV, ensuring definitions remain consistent across reporting.

• Analyze customer, product, and segment profitability and communicate insights to the stakeholders positioned to act on them.

• Build and maintain BI reports and trusted data sources so analysts, dashboards, and automated workflows rely on consistent information.

• Serve as a finance partner to Sales, Marketing, Product, and G&A, helping teams manage budgets, understand spending, and evaluate business decisions.

• Collaborate with Data and Analytics teams to define reporting requirements and ensure financial analysis addresses the right business questions.

• Evaluate the financial implications of proposed initiatives, investments, and projects while handling ad-hoc analytical requests as needed.

Requirements

• 3–5+ years of experience in FP&A, corporate finance, or a comparable analytical finance role, with demonstrated ownership of recurring financial reporting.

• Proven hands-on experience using AI tools to automate or accelerate finance work, with the ability to explain what was built, how it improved efficiency, and how outputs were validated.

• Strong instinct for identifying when an AI-generated answer may be incorrect, incomplete, or misleading, combined with the judgment to know when human analysis is required.

• Experience building AI-assisted workflows through prompting, scripting, automation, or connecting AI tools with financial data sources.

• Experience in a SaaS or subscription-based business is preferred, or demonstrated ability to quickly understand subscription economics.

• Strong knowledge of SaaS metrics such as ARR, MRR, NRR/GRR, churn, CAC, and LTV and the business drivers behind them.

• Strong financial modeling capabilities and proficiency with Excel and/or Google Sheets, with an emphasis on structured, repeatable analysis rather than manual spreadsheet production.

• Working knowledge of the three financial statements and subscription revenue recognition.

• Experience with ERP, planning, and business intelligence tools such as NetSuite, Cube, QuickSight, or comparable platforms.

• Understanding of how finance, business, and data systems connect, including how information moves between source systems and reporting environments.

• Strong analytical and problem-solving abilities, with the capacity to break ambiguous business questions into clear, defined, and verifiable steps.

• Excellent communication skills and the ability to explain financial results and recommendations to non-finance stakeholders.

• Comfortable documenting processes and workflows so that others can understand, operate, and improve what you build.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• Experience partnering with Sales or RevOps on pipeline, quota, or go-to-market planning is a plus.

• Exposure to headcount and workforce planning is a plus.

• SQL or experience working with larger datasets is advantageous.

• MBA, CFA, or CPA is a plus.

• Demonstrated ability to work independently in a remote environment while collaborating effectively across functions.

Benefits

• United States base salary range of  $100,000–$120,000 USD .

• Compensation progression based on demonstrated performance, increasing capability, independence, and impact.

• Potential for compensation above the posted range for specialized or particularly hard-to-fill positions.

• Flexible Time Off policy, with a recommended minimum of four weeks per year.

• Remote-first work environment.

• Flexible working hours.

• Work From Anywhere program.

• Health insurance.

• Employee Assistance Program (EAP).

• Quarterly company-wide recharge days.

• Company-wide end-of-year holiday closure.

• Maternity and parental leave program.

• $2,000 Lifestyle Spending Account (LSA) .

• Professional development budget.

• Volunteer day.

• Team-building budget.

• Employee referral bonus program of  $1,000 .

• Anniversary milestone LSA top-up.

• Birthday day off.

• Inclusive workplace focused on individuality, belonging, and equitable opportunities.

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