Archived listing. The details below describe a past opening.
SR. FINANCIAL ANALYST 120K-140+BONUS+EQUITY
4 DAYS ONSITE IN THE SANTA CLARA, CA - LOCAL CANDIDATES ONLY
We are looking for a Sr. Financial Analyst to join a growing VC backed start up SaaS company. This position is ideal for someone who enjoys translating complex financial data into meaningful recommendations that support business performance and long-term planning. The role will partner across teams to strengthen forecasting, budgeting, and reporting while helping leaders make informed strategic decisions in a fast-moving environment.
Responsibilities:
- Build and improve integrated financial models across income statement, balance sheet, and cash flow reporting to support planning and business analysis.
- Prepare short-range and long-range cash projections, highlighting liquidity trends and providing insight for financial decision-making.
- Partner with accounting teams to align forecasts and budgets with actual results and ensure consistency in financial reporting.
- Coordinate expense planning activities with department leaders, monitor spending patterns, and explain variances against expectations.
- Use NetSuite and related systems to extract data, support reconciliations, and produce reliable reporting for FP&A activities.
- Identify opportunities to streamline planning processes, strengthen reporting quality, and improve analytical methods.
- Support the assessment, rollout, and refinement of FP&A systems and tools that enhance financial visibility and efficiency.
- Deliver ad hoc financial analysis for strategic initiatives, operational priorities, and leadership requests.
- Contribute to a team environment centered on collaboration, accountability, and practical problem-solving.
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
- Background in SaaS, technology, private equity-backed, or other high-growth business environments.
- Advanced Excel skills, including financial modeling, scenario planning, pivot tables, and data analysis.
- Experience working with NetSuite and familiarity with financial planning systems or implementation projects.
- Strong knowledge of forecasting methods, variance analysis, and SaaS performance metrics.
- Ability to evaluate complex financial information, identify trends, and communicate recommendations clearly to stakeholders.
- Self-directed approach with strong analytical thinking, sound judgment, and effective written and verbal communication skill