Senior Financial Analyst

Clearwater Analytics; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics seeks an experienced Senior Financial Analyst to join the Chicago-based FP&A team. You will build complex financial models for budgeting, forecasting, and long-term planning, focusing on SaaS metrics such as ARR, churn, and GRR.

You will collaborate with Sales, Marketing, Product, and Operations to inform pricing, investments, and cost optimization. You will support monthly close, variance analysis, and margin analysis for SaaS products, delivering clear reports and

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 7+ years of FP&A or related SaaS experience.
• Strong knowledge of SaaS metrics (ARR, MRR, churn, GRR).
• Advanced Excel modeling and BI visualization skills.

Responsibilities

• Develop and maintain complex financial models for budgeting, forecasting and long-term planning.
• Analyze data, trends and KPIs to identify risks and opportunities for senior leadership.
• Collaborate with Sales, Marketing, Product and Operations to guide pricing and investments.
• Prepare and present financial reports and dashboards for senior management.
• Support monthly close processes and variance analysis.
• Lead budgeting, forecasting and margin analysis for SaaS products.
• Drive improvements in financial systems, tools and processes.

Skills

Excel for financial modeling

Power BI

Tableau

Analytical thinking

Communication skills

Self-motivation

Education

Bachelor's degree in Finance/Accounting/Economics

CFA

CPA

MBA

Tools

Intacct

NetSuite

Adaptive Insights

Job description

Clearwater is seeking an experienced Senior Financial Analyst to join our global Financial Planning & Analysis (FP&A) team in Chicago. The Senior Financial Analyst will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.

Key Responsibilities

• Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, taking into account key SaaS metrics like ARR, MRR, churn, and GRR.
• Analyze financial data, business trends, and key performance indicators (KPIs) to identify risks, opportunities, and provide actionable insights to senior leadership.
• Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy and provide financial guidance for initiatives like pricing models, product investments, and cost optimization.
• Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders, explaining complex financial information to both technical and non-technical audiences.
• Support monthly close processes and variance analysis, examining deviations from budget and forecast targets and identifying areas for improvement.
• Lead contributions to budgeting, forecasting, and margin analysis for SaaS products.
• Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 7+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).
• Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).
• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.
• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.
• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.
• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.

Salary Range

Salary Range $85,000.00 - $120,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.