Job Description
Job Title: Senior Financial Analyst
Location: Plano, TX (Hybrid)
Industry: SaaS / Technology
Employment Type: Full-Time
About the Company:
We are a fast-growing SaaS company headquartered in Plano, TX, focused on delivering innovative software solutions to enterprises across the globe. As we continue to scale, we are looking for a data-driven and business-minded Senior Financial Analyst to join our high-performing finance team.
Job Summary:
The Senior Financial Analyst will play a key role in financial planning, forecasting, and business partnering across departments—particularly Sales. You will analyze business performance, deliver actionable insights, and support strategic decision-making as the company scales rapidly.
Key Responsibilities:
- Partner with Sales, Marketing, and Operations teams to develop and manage budgets, forecasts, and long-range plans
- Analyze sales performance, commission structures, pipeline trends, and customer acquisition metrics
- Develop and maintain financial models to support SaaS metrics, revenue forecasting, and scenario analysis
- Track key SaaS KPIs such as ARR, churn, CAC, LTV, and customer cohort behavior
- Present insights and recommendations to leadership to drive business performance
- Assist with board reporting, investor relations, and ad hoc analysis
- Continuously improve financial processes, systems, and reporting tools
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus
- 4+ years of experience in financial analysis or FP&A, preferably in a SaaS or high-growth tech environment
- Experience in sales finance or supporting sales organizations is highly preferred
- Advanced Excel skills; experience with financial modeling and scenario analysis
- Strong analytical, problem-solving, and communication skills
- Familiarity with tools like NetSuite, Salesforce, Tableau, or other BI platforms is a plus
Job Tags
Full time,