Financial Analyst

Clearwater Analytics; Boise (ID); On-site; USD 85,000 - 120,000; Full time

Job summary

Clearwater Analytics is seeking a Financial Analyst to join our global FP&A team. The role focuses on strategic planning, forecasting, and decision support within a fast-paced SaaS environment, collaborating cross-functionally to drive growth and optimize financial performance.

You will build complex models (ARR, churn, GRR), analyze KPIs, support monthly close, and contribute to budgeting and margin analysis for SaaS products, communicating insights to senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 3+ years in FP&A with SaaS experience.
• Proven ability to build complex financial models.
• Strong Excel skills for modeling and analytics.
• Power BI or Tableau experience is a plus.
• Knowledge of SaaS metrics (ARR, churn, GRR).

Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-term planning.
• Analyze financial data, KPIs, and trends to identify risks and opportunities.
• Collaborate with Sales, Marketing, Product, and Ops to guide initiatives and pricing.
• Prepare and present financial reports and dashboards for senior management.
• Support monthly close processes and variance analysis.
• Lead budgeting, forecasting, and gross margin analysis for SaaS products.
• Drive improvements in financial systems, tools, and processes.

Skills

Excel

Power BI

Tableau

Financial modeling

SaaS metrics

Analytical thinking

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Intacct

NetSuite

Adaptive Insights

Job description

Clearwater is seeking a Financial Analyst to join our global Financial Planning & Analysis (FP&A) team. The Financial Analyst will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-funcationally to drive growth, optimize financial performance, and ensure sound financial health for the company.

Responsibilities:

• Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, taking into account key SaaS metrics like ARR, MRR, churn, and GRR.
• Analyze financial data, business trends, and key performance indicators (KPIs) to identify risks, opportunities, and provide actionable insights to senior leadership.
• Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy and provide financial guidance for initiatives like pricing models, product investments, and cost optimization.
• Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders, explaining complex financial information to both technical and non-technical audiences.
• Support monthly close processes and variance analysis, examining deviations from budget and forecast targets and identifying areas for improvement.
• Lead contributions to budgeting, forecasting, and gross margin analysis for SaaS products.
• Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 3+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).
• Advanced proficiency in Excel for financial modeling and analytics.
• Experience with data visualization and BI skills (e.g., Power BI & Tableau) is a plus.
• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.
• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.
• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.
• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

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