Senior Financial Analyst – High-Growth SaaS (Early-Stage, Reporting to CFO)
About the Company
A fast-scaling technology company in the care-coordination and workflow-automation space is hiring its second full-time finance team member. This organization builds software that improves operational performance for enterprise customers, helping teams collaborate more effectively and reduce inefficiencies.
The company is small, nimble, and growing quickly — and finance is becoming a mission-critical function.
About the Role
As the Senior Financial Analyst, you will report directly to the CFO and work closely with an outsourced accounting team. This role blends FP&A, accounting oversight, forecasting, revenue modeling, investor reporting, and business analytics.
This is an excellent opportunity for someone who thrives in early-stage environments, understands SaaS revenue mechanics, and enjoys wearing multiple hats.
What You’ll Own (First 3–6 Months)
Act as the finance “bridge” between the CFO and accounting team:
- Ensure accuracy of monthly accounting, revenue entries, and cash reconciliation
- Identify gaps and help strengthen processes as the business scales
Revenue forecasting & analytics:
- Model revenue across multiple customer segments
- Build and iterate on forecasting frameworks
Investor reporting:
- Support monthly/quarterly reporting packages
- Prepare KPI summaries, performance dashboards, and supporting schedules
Recurring FP&A responsibilities:
- Expense/spend analysis
- Budget-to-actual reporting
- Variance analysis across departments
Operational finance:
- Assist with monthly invoicing
- Run dashboards and data pulls with internal analytics teams
What You’ll Take On Over Time
- Lead budgeting cycles and long-range planning
- Develop pricing frameworks and elasticity analyses
- Build contribution margin models across multiple product lines
- Support vendor evaluations, negotiations, and contract optimization
What You Need to Bring
- 5+ years of finance experience (FP&A, strategic finance, business operations, or similar)
- Deep understanding of the SaaS revenue model
- Solid accounting intuition; able to partner closely with accounting teams
- Experience with QuickBooks Online (or similar GL systems)
- Analytically strong, fast learner, detail-oriented
- Thrives in early-stage, fast-moving environments
- Low ego, high ownership, strong communication skills
Bonus:
- Experience with billing tools, subscription platforms, or payment processors
- Dashboarding/data experience (Looker, Tableau, Sheets, SQL basics, etc.)
