SaaS Finance Analyst — AI-Driven, Flexible & Impactful

FinStrat Management, Inc.; Middletown Township (PA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited vacation

Medical insurance

Dental insurance

Vision insurance

Ongoing education and training

Bonuses & profit-sharing

Job summary

FinStrat Management, Inc. is seeking a curious and proactive Business Analyst who loves numbers and data. You will support client engagements through research, financial analysis, and reporting, while building strong relationships with our internal team and clients.

You will use AI tools like Claude as a core part of your workflow, while applying sound judgment and analytics to validate outputs and conclusions.

Qualifications

• Bachelor's degree in finance, accounting, business, economics, mathematics, statistics, data analytics, or related field.
• Strong quantitative and numerical skills with comfort handling financial data.
• Genuine curiosity and a desire to learn; proactive mindset.

Responsibilities

• Pull together research, financial data, and analysis to support client engagements.
• Identify trends and insights from financial and operational data.
• Take ownership of assigned work and propose next steps.
• Prepare clear written materials for internal teams and clients.
• Build relationships with team members and clients through reliable communication.

Skills

Quantitative skills

Numerical skills

Curiosity

Proactive mindset

Communication skills

Excel/Sheets

AI tools

Education

Bachelor's degree

Tools

QuickBooks

NetSuite

Job description

FinStrat Management, Inc. is seeking a curious and proactive Business Analyst who loves numbers and data. You will support client engagements through research, financial analysis, and reporting, while building strong relationships with our internal team and clients.

You will use AI tools like Claude as a core part of your workflow, while applying sound judgment and analytics to validate outputs and conclusions.