Senior Financial Analyst

Senior Financial Analyst
REMOTE TO FL RESIDENTS ONLY!
About the Senior Financial Analyst opportunity and organization
Our client is a leading name in the SaaS space seeking a Senior Financial Analyst who will have a direct influence on the financial health, growth, and strategic decision-making while reporting directly to the Director of FP&A. This is a newly created position that allows for mentorship and impact to the organization immediately. This position will also work closely with a team of talented professionals in a collaborative and innovative culture. The Senior Financial Analyst will be exposed to the latest technologies, tools, and strategies in a fast-paced environment. This position is remote to FL residents ONLY with travel to Orlando 2-3 times a year.
Responsibilities of the Senior Financial Analyst

• Maintain and improve vital financial and operational reporting for private equity investors and internal stakeholders.
• Assist in preparing the annual budget, quarterly forecast, and rolling pro forma.
• Co-own business relationships with executive leadership.
• Assist in developing recurring private equity board presentations.
• Own operational and financial data, supporting data-driven decision-making.
• Create documentation of finance, data, and analytics processes.
• Perform other finance, business, data, and reporting tasks as assigned.

Employee Benefits in the Senior Financial Analyst role:

• Competitive pay structure.
• Comprehensive medical, dental, and vision plans.
• Company-paid life, short- and long-term disability insurance.
• Employee Assistance Program.
• 401(k) match.
• Paid time off and holiday pay.
• Access to a wide range of Learning & Development courses.
• Tuition and certification reimbursement.

Preferred qualifications of the Senior Financial Analyst:

• Bachelors degree in Finance, Accounting, business
• MBA in Finance, Business or Business Analytics (+)
• 5 years of proven experience in a senior finance, reporting or data analyst role
• Proven experience with financial modeling, budgeting, and forecasting with recurring revenue streams
• MRR,ARR, Churn Rate, CAC analytical skills (+)
• Proficiency in Excel and Power BI (+)
• PE industry experience (+)

Keywords: Senior Financial Analyst, financial modeling, SaaS, Financial planning and analysis

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