Job Description
Who you are 3–6+ years in FP&A, corporate finance, or financial reporting (client services / professional services or SAAS experience preferred) Strong revenue forecasting, financial modeling, and variance analysis skills Hands-on with Salesforce, NetSuite, Power BI, and Tableau plus Exceptional attention to detail, ensuring accuracy and integrity across financial models, reporting, and analysis Experience in multi-currency reporting and understanding of FX translation and remeasurement a plus Excellent communication and stakeholder management skills Advanced Excel and data-visualization skills; SQL familiarity a plus Bachelor’s in either Finance, Accounting, or Economics is required CPA or CFA preferred Track record of building and improving systems, dashboards, and best-practice FP&A processes What the job involves We are seeking a detail-oriented Senior Financial Analyst to join the FP&A team and support revenue reporting, forecasting, and analytics for our multi-currency operations This role partners with FP&A leadership, Business Development, and the Client Engagement Team to produce timely insights that inform go-to-market and operational decisions Support monthly forecasting, annual budget cycles, and rolling forecasts Prepare and analyze revenue reporting, pipeline metrics, client profitability, and FX impacts Build and maintain financial models and perform variance analyses (actual vs forecast vs budget) Create dashboards, KPIs, and self-service reports using Power BI and Tableau drawing from NetSuite and Salesforce data sources Assist with ELT and board presentation decks and ad hoc financial projects Lead continuous improvement projects to streamline reporting and reduce manual work Benefits Competitive Benefits: Access robust medical, dental, and vision coverage Invest in Tomorrow: Save for the future with a retirement plan, featuring employer match Work-Life Balance: Enjoy generous PTO, company holidays, and expanded parental leave Commitment to Growth: Keep growing with continuous professional development opportunities and support Culture of Connection: Connect with your collaborators at fun employee events, or over in-office snacks