Financial Analyst

RevSpring; Nashville (TN); On-site; USD 65,000 - 85,000; Full time

Job summary

A finance-oriented company is seeking a detail-oriented Financial Analyst to support financial planning, analysis, and reporting. This role involves preparing accurate financial reports, developing key financial models, and collaborating with cross-functional teams. The ideal candidate has strong analytical skills, a bachelor’s degree in a relevant field, and proficiency with financial modeling and SaaS metrics. Opportunities to leverage AI tools for efficiency enhancement are available.

Qualifications

• 2+ years of experience in FP&A or related finance roles.
• Proficient in budgeting and forecasting processes.
• Experience with SaaS metrics and reporting concepts.

Responsibilities

• Prepare financial reports and variance analyses.
• Support budgeting and forecasting processes.
• Build and maintain financial models for analysis.

Skills

Financial modeling skills

Analytical skills

Verbal communication

Attention to detail

Interpersonal skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Tools

Excel

Anaplan

NetSuite Planning

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.

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.