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Financial Analyst/Senior Financial Analyst
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KBW Financial Staffing & Recruiting
Remote
$90,000 Salary, Full-Time
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Job Description
Financial Analyst/Senior Financial Analyst KBW Financial Staffing & Recruiting Waltham, MA Job Details $90,000 a year 6 hours ago Qualifications Resource allocation Performance dashboard reports Financial forecasting Accounting systems Financial planning software Operational analysis Economics Financial model construction Automation Bachelor's degree in finance Spreadsheets SAP NetSuite Bachelor's degree in economics Metrics Reporting Mid-level Finance Salesforce Cloud Managing budgets in a finance role Bachelor's degree Cost analysis Financial workflow efficiency improvements Content development Sales management systems proficiency Technology budget management Investor relations materials Financial projection model development Presentation preparation CRM system proficiency Operational excellence initiatives Full Job Description KBW Financial Staffing & Recruiting has partnered with a PE Backed SaaS company that's scaling quickly and actively looking to add an experienced Senior Financial Analyst to their team. This Senior Financial Analyst will report directly to the Finance Manager and will have lots of exposure to the executive team, play a key role in strategic planning as well as assisting with board level financial reporting. This is a hybrid opportunity in the greater Lexington Massachusetts area. Key Responsibilities Collaborate with Technology leadership to deliver meaningful financial analysis and insights on monthly, quarterly, and annual performance against budget and forecast expectations. Monitor, analyze, and communicate key operational and financial metrics across Technology, Sales & Marketing, and G&A functions. Ensure accurate management of headcount planning, organizational structures, and cost center allocations across supported departments. Evaluate R D expenditures, including capitalized software development costs, to support effective resource allocation and investment decisions. Lead budgeting and forecasting activities for Technology, Sales & Marketing, and G&A teams, partnering closely with department leaders throughout the planning process. Assist in the preparation of executive, board, and investor reporting materials by developing financial analyses, dashboards, and presentation content. Drive continuous improvement of FP&A processes through enhanced reporting, automation initiatives, and the adoption of AI-enabled tools and technologies. Support strategic and ad hoc financial projects by providing timely analysis and decision-support to business leaders. Qualifications 2-4 years of FP&A experience, including financial planning, forecasting, budgeting, or business partnering responsibilities. Bachelor's degree in Finance, Accounting, Economics, or a related field. Experience collaborating with cross-functional stakeholders across multiple business functions. Experience supporting Technology, R D, Professional Services, or Sales & Marketing organizations. Prior experience within a software, SaaS, or technology-driven company. Experience with financial and operational systems such as NetSuite, SAP, and Salesforce. Advanced Microsoft Excel skills and strong financial modeling capabilities. Excellent analytical, problem-solving, and communication skills. If you're interested in learning more about this role please submit a resume to Joe Gill at . #KBW789 #LI-JTG1