Overview In this role you will partner with cross-functional leaders in a high-growth, PE-backed SaaS company to drive enterprise-wide P&L analysis and budgeting. You will own month-end reporting and board packages, shape capital allocation, and support M&A due diligence. You will leverage AI tools to accelerate analysis and storytelling for executives. This role offers impact across finance, technology, and operations in a lean, fast-moving team.
Compensation / Benefits- Medical, Dental, and Vision
- 401(k) with company match
- Unlimited Flex Time Off plus 10 holidays
- Remote-first role with monthly communication stipend
- Professional development programs and tuition assistance
- Home office equipment stipend
Responsibilities- Drive enterprise-wide P&L analysis by consolidating data across functions with Operations Finance
- Lead annual budget, rolling forecasts, and 3-year strategic plan development and trend spotting
- Own month-end reporting, variance explanations, and prepare board/executive packages
- Guide capital allocation with ROI and investment analysis, including capitalized software tracking
- Support M&A due diligence and acquisition integration
- Utilize AI tools (Claude, Copilot) to speed analysis and automate recurring tasks
Key requirements- 3-5 years of progressive financial analysis experience
- Background in SaaS and/or private-equity-backed environments
- Exposure to M&A, capital allocation, or investment analysis
- Strong financial modeling, advanced Excel
- Experience with Workday Adaptive Planning, Hyperion, or similar tools
- Ability to turn numbers into a clear story for senior leaders
- Ownership mindset and energy for a lean, fast-moving team
- Bachelor's degree in Finance, Accounting, or related field or equivalent experience
- storytelling with data
- ownership and accountability
- strong communication to senior leaders
- Advanced Excel
- Workday Adaptive Planning
- Hyperion
