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Solera Holdings, LLC. · 2 weeks ago

Lead Financial Analyst

Westlake, TX

Full-time

Onsite

Senior Level

Solera Holdings, LLC. is a complex, multi-business SaaS organization seeking a high-performing Financial Analyst to join their dynamic finance team. The role involves building financial models, supporting strategic initiatives, and delivering insights for executive reporting across multiple business units.

Artificial Intelligence (AI)Auto InsuranceAutomotiveEnterprise SoftwareInsuranceInsurTechRisk ManagementSaaSSoftware

Responsibilities

Build and maintain robust, driver-based three-statement financial models that support scenario analysis, forecasting, budgeting, and valuation across different SaaS business units

Perform data mining and modeling on large, complex datasets to extract insights, identify trends, and inform executive-level decisions

Partner cross-functionally to gather business inputs, refine assumptions, and ensure model accuracy and relevance

Lead analytical workstreams supporting key initiatives such as new product investments, pricing strategies, and capital allocation

Present findings and recommendations in a clear, structured format to finance leadership and senior executives

Contribute to the ongoing development of automated dashboards, reporting tools, and financial performance tracking mechanisms

Take ownership of ad hoc financial analyses and strategic deep dives with minimal oversight

Qualification

Financial modelingSaaS metricsExcelSQLPythonBI toolsAccounting knowledgeCorporate financeCritical thinkingProblem-solvingCommunication skillsOwnership mindset

Required

Demonstrated ability to build complex financial models from scratch, with a deep understanding of SaaS metrics (e.g., ARR, NRR, CAC, LTV, churn, payback)

Advanced proficiency in Excel and strong comfort with large-scale data manipulation

Strong grasp of accounting, corporate finance, and valuation concepts

Ability to work across multiple stakeholders and manage projects with competing priorities

Proven track record of taking ownership, exceeding expectations, and handling increased responsibility over time

Bachelor's degree in Finance, Economics, Accounting, or a related field