Financial Analyst (SaaS)

Employment Type: Full Time Location Type: Salary:

Position Overview

As a strategic and data-driven Financial Analyst with experience in a SaaS environment, you’ll partner closely with leadership to drive high-impact decisions. In this role, you will own financial modeling, forecasting, and SaaS metric analysis, helping shape the future of Cardata through meaningful insights. You have a strong understanding of SaaS business models, the ability to distill complex data into clear recommendations, and a mindset geared toward growth and continuous improvement.

Responsibilities

Financial Reporting & Analysis

• Prepare and deliver high-quality reporting for both internal and external stakeholders, including leadership, board, and bank reporting.
• Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting.
• Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance, and drive performance improvements.

SaaS Metrics & Business Intelligence

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning.
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions.
• Leverage BI tools to provide insights into customer behaviors, revenue trends, and cost efficiencies.

Strategic Financial Planning

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning.
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions.

What You’ll Bring

• 4-7 years in financial analysis, ideally in a B2B SaaS or tech environment.
• Demonstrated ability to build and manage financial models and drive forecasting accuracy.
• Proven experience partnering with leaders across different departments such as Sales & Marketing and Product & Engineering.
• Strong experience with financial modeling, forecasting, and SaaS metric calculations.
• Advanced proficiency in Excel; experience with BI tools and reporting systems.
• Strong business acumen and ability to translate complex data into actionable insights and communicate insights to non-finance stakeholders.
• Confident presenting to stakeholders at all levels, including executives.
• A growth mindset—you enjoy solving problems, learning new tools, and improving processes.

Not a Fit If:

• You have a purely accounting background or limited experience in forecasting and SaaS metrics.

Application Instructions

Please apply before June 20th at 8:59pm ET.