Financial Analyst

Socket.dev; United States; On-site; USD 70,000 - 81,000; Full time

Job summary

Kaseya, a leading AI-powered IT management and cybersecurity software company, seeks a high-performing Analyst, Go-to-Market Finance in the United States. You will support financial planning, performance management, and strategic decision-making across Sales, Marketing, Customer Support, and Professional Services.

The Analyst will analyze revenue performance, productivity, and cost efficiency; develop management reporting and dashboards; and partner closely with GTM and Finance leadership to

Qualifications

• Bachelor's degree in related field.
• Demonstrated ability to conduct quantitative and qualitative analysis using analytical tools.
• Ability to build complex financial models.
• Synthesize information and distill key takeaways.
• Fast-paced and adaptable in a dynamic environment.
• Collaborate with teams and work independently.
• Strong written and verbal communication skills.
• Customer focus with results orientation.
• Self-starter with strong time management.
• Proficient in MS Excel and PowerPoint.

Responsibilities

• Partner with GTM and Finance to analyze performance, unit economics, ARR, renewals, expansion and cost drivers.
• Develop and maintain management reporting and dashboards to track KPIs, productivity, and variance to plan/forecast.
• Support annual planning, quarterly forecasting, and long-range planning with financial models for revenue, headcount, capacity and operating expenses.
• Perform ad-hoc analyses for capacity planning, coverage models, efficiency programs, and margin improvement.
• Drive automation and process improvements in reporting and analysis.
• Identify drivers, anomalies, and variances; surface insights for Finance and stakeholders.
• Prepare concise materials for senior leadership translating data into actionable insights.
• Partner with GTM and Finance leaders to support data-driven decision-making.

Skills

Quantitative analysis

Qualitative analysis

Financial modeling

Synthesize insights

Time management

Communication

MS Excel

PowerPoint

Independent work

Collaborative work

Customer focus

Problem solving

Education

Bachelor's degree in related field

Tools

Excel

PowerPoint

Job description

About Kaseya

Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage, secure, and automate their IT environments, driving operational efficiency and long-term business success.

Backed by Insight Partners, a leading global software investor, Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today, Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.

Founded in 2000, Kaseya has built a culture centered around innovation, accountability, and results. We are a high-growth, high-performance organization that values individuals who are driven, adaptable, and committed to delivering exceptional outcomes for our customers and teammates alike.

At Kaseya, success comes from embracing challenges, moving with urgency, and continuously raising the bar.

Position Overview

We are seeking a high-performing Analyst, Go-to-Market Finance, to join Kaseya’s Finance organization. This role will support financial planning, performance management, and strategic decision-making across our Go-to-Market functions, including Sales, Marketing, Customer Support, and Professional Services.

The Analyst will play a critical role in analyzing revenue performance, productivity, and cost efficiency; developing management reporting and dashboards; and partnering closely with GTM and Finance leadership to drive growth, margin expansion, and operational leverage in a fast-paced, private-equity-backed SaaS environment. This role requires strong financial acumen, advanced analytical skills, and the ability to translate complex data into clear, actionable insights.

Essential Duties and Responsibilities

• Partner closely with GTM and Finance leadership to analyze financial performance, operating metrics, and unit economics, incl. ARR, renewals, expansion and cost drivers.
• Develop and maintain management reporting and dashboards to track KPIs, productivity, and performance versus plan, forecast, and prior periods.
• Support annual planning, quarterly forecasting, and long-range planning processes by building and maintaining financial models related to revenue, headcount, capacity, and operating expenses.
• Perform ad-hoc and project-based analyses to support strategic initiatives, such as capacity planning, coverage models, efficiency programs, and margin improvement efforts.
• Drive automation and process improvements in reporting and analysis to improve accuracy, scalability, and speed of insight delivery.
• Identify key performance drivers, anomalies, and variances, and proactively surface insights and recommendations to Finance and business stakeholders.
• Prepare clear, concise materials for senior leadership that translate complex financial and operational data into actionable, executive-level insights.
• Serve as a thought partner to GTM and Finance leaders by challenging assumptions, pressure-testing scenarios, and supporting data-driven decision-making.

Required Qualifications

• Bachelor’s degree (or equivalent) in related areas of study
• Strong problem solver able to effectively operate in high pressure and dynamic situations.
• Demonstrated (through professional or academic experiences) ability to:
• Conduct quantitative and qualitative analysis and use analytical tools
• Build complex financial models
• Synthesize information and distill key takeaways.
• Work at a fast pace and in a rapidly changing environment.
• Work collaboratively and independently.
• Strong interpersonal and written communication skills.
• Strong customer / client focus and an orientation towards results.
• Self-starter with good time management to meet deadlines.
• Strong experience in MS Excel and PowerPoint.

Compensation

This position offers an annual base salary of $70,000. In addition, the role is eligible for target variable compensation of up to 10% of base salary, contingent upon plan terms and the achievement of individual and or company performance objectives.

Additional Information

Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.