Senior Financial Analyst jobs in United States
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CFS · 17 hours ago

Senior Financial Analyst

CFS is a fast-growing technology company seeking a sharp, tech-savvy Senior Financial Analyst to deliver financial insights that drive strategic decisions across product, engineering, and go-to-market teams. The role involves owning the financial planning and analysis process, building financial models, and partnering with various departments to align financial plans with business goals.

Human ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Own the financial planning and analysis process for key business areas (e.g., SaaS revenue, R&D, customer acquisition)
Build dynamic financial models to support forecasting, scenario planning, and strategic decisions
Analyze business performance and deliver actionable insights to senior leadership
Develop and maintain dashboards and reports using BI tools
Partner with Product, Engineering, Sales, and Marketing to align financial plans with business goals
Support board presentations, investor reporting, and fundraising efforts (if applicable)
Assist in pricing strategy, ROI analysis, and customer lifetime value assessments
Contribute to automation and improvement of FP&A tools and processes

Qualification

Financial modelingExcel proficiencyFP&A experienceBI toolsSaaS metricsAnalytical skillsCommunication skillsCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA a plus)
4–6+ years of experience in FP&A or financial analysis, ideally in a tech or SaaS environment
Strong modeling and Excel skills; proficiency in financial tools (e.g., Adaptive Insights, Anaplan)
Experience with BI/reporting tools like Tableau, Power BI, or Looker
Familiarity with subscription/SaaS metrics (e.g., ARR, CAC, churn, LTV)
Strong communication skills with the ability to simplify complex data for non-financial stakeholders
Comfortable working in a fast-paced, high-growth, data-driven environment

Benefits

Competitive compensation
Stock options

Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Casey
CEO, Founder
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Company data provided by crunchbase