Senior Financial Analyst

About the role

Comply is looking for a Senior Financial Analyst to own the models, analysis, and reporting that keep a fast-growing SaaS business clear-eyed about where it stands and where it’s headed. In this role, you’ll sit at the core of the Finance team — supporting the monthly close, driving the 3-statement model, administering variable compensation, and partnering with budget owners across the company to build and maintain an accurate picture of the business. You’ll bring a strong FP&A foundation, sharp attention to detail, and the communication skills to translate numbers into decisions.

You’ll love this role if you take pride in the craft of financial modeling, thrive in the detail of close and planning cycles, and want your work to directly shape how a growing company manages its resources.

What you’ll do 

• Perform monthly variance analysis, explaining what drives differences between actuals and budget across revenue, expense, and headcount in clear, decision-ready narratives.

• Build, enhance, and maintain the 3-statement financial model, keeping it current as the business evolves and usable as a live planning and scenario tool.

• Calculate and administer variable compensation plans, including commission and bonus accruals, ensuring accuracy and alignment with company performance metrics.

• Support the monthly close process in close collaboration with the Accounting team — reviewing accruals, reconciling data, and helping ensure financial statements are complete and on time.

• Contribute to annual budgeting, quarterly re-forecasting, and multi-year planning — building the revenue, expense, and headcount models that support budget owners across the business.

• Respond to internal and external reporting needs on a timely basis, from recurring management packages to ad hoc executive requests.

• Partner with Finance teammates to maintain consistent data rules and definitions across systems, ensuring a reliable single source of truth.

• Identify process improvement opportunities and build reporting efficiencies that free up time for higher-value analysis.

What success looks like in your first 90 days

• You’ve mapped the key systems (NetSuite, Adaptive, Salesforce), and taken primary ownership of the monthly variance analysis process.

• You’re independently running the monthly close support cycle, have delivered at least one clean variance report, and have taken on initial variable compensation calculations.

• You’ve contributed to a forecasting or planning cycle, made at least one measurable improvement to a reporting or modeling process, and are an established, reliable partner to the Finance team.

What you’ll bring

Must-have

• BA or BS in Finance, Accounting, or a related field — or equivalent experience.

• 3–5 years of quantitative or highly analytical work experience, ideally in FP&A, private equity, or investment banking.

• Strong Excel modeling skills — you can build detailed 3-statement models and financial forecasts from scratch and maintain them as the business changes.

• Outstanding communication and presentation skills — you explain complex financial results clearly to both finance and non-finance audiences.

• Proactive, organized, and self-sufficient — you identify what needs to be done and execute without waiting to be asked.

• Ability to build working relationships at all levels of the organization and collaborate effectively with cross-functional partners.

Nice-to-have

• Experience with SaaS and/or subscription billing models.

• Exposure to ERP systems (NetSuite) and EPM/planning tools (Adaptive Insights).

• Familiarity with Salesforce or a comparable CRM.

The all-in total compensation for this role is $93,500 and $137,500, and is specific to the United States. A reasonable estimate of the base salary range would be $85,000 - $125,000 plus applicable bonus/benefit offerings, etc., as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience.

To learn more about our values, mission and the wide-range of perks offered to employees at Comply,visit https://www.comply.com/careers/.

Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.

Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.

Who Are We:

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.

Complyserves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.

To learn more about Comply, visit comply.com