Financial Services Budget Analyst supporting the Intelligence Community's financial health and strategic alignment. Responsible for budget monitoring, resource allocation, and collaboration with stakeholders.
About the role
- Strategic finance leader in SaaS company managing FP&A processes. Focused on financial insight and growth initiatives with collaboration across various departments.
Responsibilities
- Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams
- Develop and maintain robust ARR, bookings, churn, expansion, and margin models
- Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities
- Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking
- Own monthly close, forecast, & MBR meeting content, presentations, and deadlines
- Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow)
- Provide timely, actionable insights on variances to plan, trends, and risks
- Translate complex financial data into clear narratives for executives and board stakeholders
- Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
- Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders
- Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis
- Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs
- Support Customer Success with churn, retention, and expansion analytics
- Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
- Build, mentor, and scale a high-performing FP&A and analytics organization
- Drive process automation, system improvements, and data integration across finance and operational platforms
- Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization
- Champion a culture of accountability, curiosity, and continuous improvement
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment
- Deep expertise in recurring revenue models, SaaS metrics, and unit economics
- Proven experience partnering with executive teams and influencing strategic decisions
- Ability to assess and hire a highly performing FP&A teams
- Advanced financial modeling and analytical skills
- Excellent communication skills with the ability to translate data into executive-level insights
- Nice to Haves: MBA or CPA/CFA strongly preferred
- Experience in healthcare, dental, or vertical market software
- Prior experience in private equity-backed or growth-oriented software companies
- Experience supporting multi-product portfolios
- Experience with Salesforce, NetSuite, and/or Domo
Benefits
- Excellent benefits package – Medical, Dental and Vision Coverage
- 401K Plan with Company Match
- Paid Time Off (PTO)
- Sick Leave (if applicable)
- Paid Parental Leave
- Short Term Disability
- Income Protection
- Work Life Assistance Program
- Health Savings and Flexible Spending Accounts
- Education Benefits
- Worldwide Scholarship Program
- Volunteer Opportunities
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