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.