Senior Analyst, Strategic Finance

SpotOn; San Francisco (CA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) with company match

Tuition reimbursement for professional development

Job summary

A technology solutions company in San Francisco is seeking a Senior Analyst in Strategic Finance to build scalable, data-informed growth foundations. The role includes strategic planning, financial modeling, and collaboration across departments. Ideal candidates will have 3+ years in strategic finance or consulting, with strong SQL and Power BI skills. This hybrid position offers a competitive benefits package and a salary range of $110,000 – $125,000.

Qualifications

• 3+ years of experience in strategic finance, FP&A, consulting, or accounting.
• Proven track record of building financial models and driving business impact.
• Detail-oriented and collaborative approach to work.

Responsibilities

• Partner with senior leadership to develop long-term plans and budgets.
• Build and maintain financial models evaluating product launches and pricing strategies.
• Collaborate closely with teams to align on goals and support data-driven decisions.

Skills

Strategic finance

Financial modeling

SQL

Power BI

Communication skills

Tools

Pigment

Snowflake

Salesforce

Job description

About SpotOnWe’re not just building restaurant tech—we’re giving independent restaurants the tools to compete and win. From our award‑winning point‑of‑sale to AI‑powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

• Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
• Rated the top‑rated point‑of‑sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
• Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you.

Senior Analyst, Strategic Finance

We’re looking for a Senior Analyst, Strategic Finance to join our finance team and help build a scalable and data‑informed foundation for growth across the company. In this highly cross‑functional role, you’ll support both accounting and go‑to‑market (GTM) operations by improving core reporting systems, driving financial insight, and enabling stronger decision‑making across departments.

Hybrid position, 3x/week in our San Francisco office.

Own Strategic Planning & Forecasting

• Partner with senior leadership to develop long‑term plans, annual budgets, and rolling forecasts
• Own first‑pass modeling for quarterly sales forecasts and cash flow scenarios
• Help build the company’s MD&A and internal financial reporting frameworks

Drive Financial Modeling & Analysis

• Build and maintain financial models for evaluating new product launches, pricing strategies, and GTM performance
• Analyze financial and operational data to surface actionable insights and optimize key processes
• Lead marketing spend and campaign ROI analysis

Strengthen Cross‑Functional Support

• Collaborate closely with GTM, Marketing, Product, Accounting, and HR to align on goals and support data‑driven decisions
• Build reporting tools in Power BI to support Sales Ops, FP&A, and Accounting workflows
• Streamline sales compensation and variable pay processes to reduce errors and speed up close timelines

Optimize Finance Systems & Processes

• Help implement scalable financial systems and reporting workflows using tools like Pigment, Snowflake, SQL, and Salesforce
• Support accounting close by improving timing of key journal entries and automating monthly workflows
• Take over legacy updates in financial dashboards and build out standardized department reporting

Qualifications

Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.

• 3+ years of experience in strategic finance, FP&A, consulting, Big 4 advisory, or accounting, ideally with exposure to both corporate finance and GTM functions
• Self‑starter with a strong ownership mindset – able to take initiative, work independently, and drive projects forward without constant direction
• Proven track record of building financial models and working cross‑functionally to drive business impact
• Proficiency in SQL, Power BI, and modern financial planning tools (Pigment experience is a plus)
• A detail‑oriented and collaborative approach to work—you’re just as comfortable fixing a spreadsheet as you are presenting insights to leadership
• Strong communication skills and a comfort level with ambiguity in a fast‑growing, dynamic environment

Benefits

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard‑working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

• Medical, Dental and Vision Insurance
• 401(k) with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Compensation

• Base pay range : $110,000 – $125,000 USD for this role
• Competitive compensation package includes a company stock plan
• Offers will be reflective of the candidate’s location and experience

SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.

SpotOn is an e‑verify company.