Financial Analyst

RevSpring; Dallas (TX); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Job summary

RevSpring, Inc. is seeking a Financial Analyst to support planning, forecasting, reporting, and business performance analysis across the organization.

The role emphasizes strong modeling skills, SaaS metrics, and collaboration with cross-functional teams to drive strategic growth. You will build forecasting models, analyze variances, and prepare monthly/quarterly reports for management and the Board, while leveraging AI tools to improve efficiency and insight.

Qualifications

• 2+ years in FP&A or related finance roles.
• Experience with budgeting, forecasting, and variance analysis.
• Strong financial modeling and analytics skills.
• Familiarity with SaaS metrics and reporting concepts.
• Advanced Excel skills (pivot tables, lookups, formulas).
• Experience with ERP and planning software preferred.

Responsibilities

• Prepare monthly/quarterly financial reporting, variance analysis, and insights.
• Support annual budget, forecasts, and long-range planning processes.
• Build forecasting and operating models for income statement, balance sheet, cash flow.
• Analyze SaaS metrics (ARR, MRR, churn, CAC, LTV, net retention) and trends.
• Partner with leaders to support budgeting, forecasting, and expense management.
• Provide ad hoc analysis and reporting to finance leadership.
• Assist board presentations and senior management reports.
• Identify variances, risks, and opportunities against plans.
• Support investments, cost analyses, and business cases.
• Leverage AI tools to improve speed and quality of insights.

Skills

FP&A experience

Budgeting & forecasting

Financial modeling

SaaS metrics familiarity

Advanced Excel

ERP systems

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

Anaplan

NetSuite Planning

Vena

Job description

Job Title: Financial Analyst

Overview

RevSpring is seeking a highly motivated and detail-oriented Financial Analyst to join our dynamic Finance team. This role supports financial planning, forecasting, reporting, and business performance analysis across the organization. The ideal candidate is an analytical self-starter with strong modeling skills, familiarity with SaaS business metrics, and the interpersonal skills needed to collaborate effectively with cross-functional teams. This individual will also be encouraged to leverage AI tools and modern planning platforms to improve efficiency, reporting quality, and financial insight.

This role is critical in providing financial planning, analysis, and reporting to support key business decisions and strategic growth initiatives.

Key Responsibilities

• Prepare and deliver accurate and timely monthly and quarterly financial reporting, variance analysis, and business insights to management.
• Support the annual budget, monthly and quarterly forecast, and long-range planning processes.
• Build and maintain financial models, including forecasting models, scenario analyses, and operating models that support analysis across the income statement, balance sheet, and cash flow statement.
• Develop, maintain, and analyze key SaaS and subscription metrics, including ARR, MRR, churn, CAC, LTV, and net retention, to provide insight into business performance and trends.
• Partner with department leaders and cross-functional teams to support budgeting, forecasting, expense management, and operational decision-making.
• Act as a finance business partner to assigned functions, providing ad hoc analysis, reporting, and financial guidance to help manage budgets and improve operational efficiency.
• Assist in preparing monthly, quarterly, and ad hoc financial reports and presentations for senior management and the Board of Directors.
• Analyze actual results against budget, forecast, and prior periods, and identify key variances, risks, and opportunities.
• Support resource planning, investment analysis, and business case development for operational and strategic initiatives.
• Leverage AI-enabled tools such as ChatGPT, Claude, or similar technologies to improve the speed, quality, and scalability of analysis, reporting, commentary, and planning support.
• Utilize modern FP&A and planning tools such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar platforms to support forecasting, reporting, workflow efficiency, and scenario modeling.
• Identify and help implement improvements in financial processes, reporting methodologies, planning capabilities, automation, and data integrity.
• Complete special projects and ad hoc analyses as assigned by finance leadership.

Required Qualifications & Skills

Technical Expertise

• 2+ years of experience in FP&A, financial analysis, corporate finance, investment banking, or related finance roles.
• Experience with budgeting, forecasting, management reporting, and variance analysis.
• Strong financial modeling skills, with the ability to build and maintain detailed forecasting and operating models and a solid understanding of how business activity impacts the income statement, balance sheet, and cash flow statement.
• Familiarity with SaaS metrics and reporting concepts, including recurring revenue, retention, and customer economics.
• Advanced Excel skills, including pivot tables, lookup functions, and complex formulas.
• Experience with ERP systems, financial reporting tools, and budgeting or planning software preferred.

AI And Systems Capabilities

• Interest in and practical experience using AI tools such as ChatGPT, Claude, or similar technologies to improve productivity, reporting, analysis, and decision support.
• Exposure to planning and performance management platforms such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar tools is preferred.

Professional Competencies

• Strong analytical and problem-solving skills.
• Exceptional attention to detail and commitment to accuracy.
• Self-starter with the ability to take ownership of work and manage multiple priorities effectively.
• Strong verbal and written communication skills.
• Strong interpersonal skills and ability to work collaboratively with cross-functional teams.
• Ability to explain financial information clearly and effectively to non-finance stakeholders.
• Organized and able to meet deadlines in a fast-paced environment.
• Willingness and ability to learn quickly, adapt, and continuously improve.
• Professionalism and confidence to participate in and help lead productive meetings and discussions.

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

Preferred Qualifications

• Experience in a technology, software, or SaaS company.
• Experience with modern FP&A platforms and financial planning tools.
• Exposure to board reporting, executive presentation materials, or business case development.

Supervision

No

Certifications

N/A

Language Skills

Ability to read, analyze, and interpret business documents, financial reports, and industry publications. Ability to write reports, business correspondence, and presentations. Ability to effectively present information and respond to questions from internal stakeholders and leadership.

Physical Capabilities: Standard categories

The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals