Our client is seeking a dynamic and detail-oriented Strategic Finance and Operations Sr. Analyst/Associate to support the company’s financial planning, revenue operations, and broader business operations. This individual, reporting to the VP, Head of Finance, will play a critical role in driving operational efficiency, supporting strategic initiatives, and ensuring alignment across teams. The ideal candidate is highly analytical, thrives in a fast-paced environment, and has a passion for connecting strategy with execution.

Primary Responsibilities

Financial Planning and Analysis (FP&A):

Assist in developing and maintaining robust financial models to forecast revenue, expenses, and cash flow.
Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans.
Analyze financial performance by tracking key metrics (e.g., variance analysis) and identifying trends or risks.
Create scenario planning models to support data-driven decision-making for strategic initiatives.
Collaborate with department leaders to align operational plans with financial goals and improve forecasting accuracy.

Finance Operations:

Support month-end and quarter-end financial close processes, ensuring accurate reporting and reconciliation.
Monitor and report key financial metrics, including cash flow, profitability, and expense management.
Collaborate with the accounting team to streamline financial processes and improve accuracy in reporting.
Assist in preparing materials for board meetings, investor updates, and leadership reviews.

Revenue Operations:

Partner with sales, marketing, and customer success teams to optimize revenue forecasting, pipeline management, and deal tracking.
Develop and maintain dashboards to track revenue-related KPIs (e.g., ARR, CAC, NRR) and ensure data consistency across systems.
Support pricing, discounting, and contract workflows by providing financial and operational insights.
Collaborate with the RevOps team to implement and manage CRM and revenue management tools (e.g., Salesforce).

General Operations:

Assist in cross-functional operational projects, including system implementations, process improvements, and team enablement initiatives.
Document and improve operational workflows to enhance scalability and efficiency.
Work closely with HR, IT, and other departments to ensure smooth daily operations.
Coordinate and support company-wide initiatives such as organizational planning, new technology rollouts, or operational audits.

Strategic Support:

Conduct ad hoc analyses to evaluate market trends, business opportunities, and strategic initiatives.
Prepare reports, presentations, and dashboards for leadership to drive insights and decision-making.
Provide operational and analytical support during fundraising, M&A, or market expansion initiatives.

Bachelor’s degree in Finance, Economics, Business Administration, or a related field
2–4 years of total experience, with 1-2 years in investment banking or consulting and 1-2 years in FP&A or a related field
Experience with SaaS businesses is a must-have. Knowledge of key metrics like ARR, CAC, LTV, and their impact on strategic planning
Strong proficiency in financial modeling, forecasting, and data analysis tools
Familiarity with CRM tools (e.g., HubSpot) and financial software (e.g., Quickbooks)
Exceptional analytical and problem-solving skills with high attention to detail
Strong communication and presentation skills to convey insights to cross-functional teams and leadership
Ability to manage multiple priorities and deliver in a fast-paced, dynamic environment

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