Financial Analyst

Bazeta; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Salesloft is seeking a Financial Analyst to join the remote Finance team. You will partner with Customer Success, Professional Services, and G&A to drive budgeting, forecasting, and variance analysis, while building relationships across the organization.

You will use Pigment and Claude AI to speed up analysis, produce executive reports, and run scenario modeling. The role emphasizes proactive problem-solving and data-driven decision making in a fast-paced SaaS environment.

Qualifications

• 2–3 years in FP&A or related roles within high-growth tech or SaaS.
• Advanced skills in Excel or Google Sheets for modeling.
• Hands-on with Pigment FP&A and Claude AI for analysis.
• Strong SaaS metrics knowledge: NRR, GRR, churn, ARR.
• Excellent communication and presentation abilities.

Responsibilities

• Lead financial partnering with department heads including budgeting and forecasting.
• Maintain revenue and retention metrics; ensure data integrity with Revenue Ops.
• Prepare monthly/quarterly management reporting and insights for leadership.
• Leverage Pigment and Claude AI to automate finance workflows.
• Perform ad-hoc financial modeling and scenario analyses.
• Collaborate across teams to support strategic initiatives.

Skills

FP&A experience

Sales Operations

Quantitative analysis

Financial modeling

Strong communication

Adaptability

Collaborative mindset

Tools

Pigment

Claude AI

Excel/Sheets

Job description

# Financial AnalystUnited States8 hours agoID 867336Price on request## DetailsEmployment type: Full-timeRemote: YesCompany: SalesloftLevel: Director## DescriptionJob Title: Financial Analyst Location: United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System , enabling humans and AI to work together to make smarter decisions and drive consistent growth. With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate. Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future. THE OPPORTUNITY: At Clari + Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization. We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to turn operational data into strategic growth. On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Customer Success, Professional Services, and G&A organizations alongside our FP&A leadership. Specifically, you will: • Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis. • Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity. • Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, identifying key operational trends, and communicating insights to senior leadership. • Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows. • Execute Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives. In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference. WHAT WE’RE LOOKING FOR: We are seeking a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you! THE TEAM: The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly. THE SKILL SET: • 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment. • Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling. • Hands-on experience with modern FP&A platforms (specifically Pigment ) and comfort using AI tools (such as Claude AI ) to drive analytical productivity. • Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR). • Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management. • High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities. • Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’. WITHIN ONE MONTH, YOU’LL: • Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique • Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s) • Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them • Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you • Be introduced to our financial statements, systems (especially Pigment), processes, and data WITHIN THREE MONTHS, YOU’LL: • Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting • Become proficient in using al systems, especially Pigment • Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast • Drive the month end close reporting and variance analysis for your group(s) • Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making WITHIN SIX MONTHS, YOU’LL: • Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support...