Senior Financial Analyst

Confidential Jobs; Denver (CO); On-site; USD 110,000 - 120,000; Full time

Job summary

Confidential Jobs in Denver is seeking a finance-minded FP&A professional to own core forecasting, planning, and reporting for a growing SaaS business. You will manage the ARR rollforward, forecast bookings and revenue, and translate product movements into leadership narratives.

You will champion AI-driven process improvements, automate recurring workflows, and partner with Sales, Product, Marketing, and RevOps to ensure a single source of truth.

Qualifications

• 3–5 years in FP&A, revenue operations, business analysis, or consulting.
• Strong understanding of SaaS ARR, churn, and bookings dynamics.
• Advanced Excel modelling with large datasets.
• Hands-on use of AI tools in finance with measurable improvements.
• Experience automating financial processes and reporting.

Responsibilities

• Own monthly ARR rollforward and reconcile with source systems.
• Forecast bookings and revenue; build models by geography, segment, product.
• Lead monthly ARR and GAAP revenue forecasts; provide leadership insights.
• Analyze variances and provide actionable explanations.
• Reconcile Salesforce to SAP; manage backlog and exceptions.
• Build executive dashboards for ARR, bookings, customer counts, KPIs with Power BI.
• Drive AI-driven process improvements; automate workflows.
• Coordinate FP&A, RevOps, and Sales reporting to a single source of truth.
• Contribute to annual and long-range planning.

Skills

FP&A experience

SaaS metrics

Advanced Excel

AI in finance

Cross-functional partnering

Tools

Power BI

Salesforce

SAP

Python/SQL

Job description

We are a modern, mid-size SaaS company serving a global customer base with market-leading data and workflow solutions. Our products are trusted by many of the world’s top organizations, and our business is built on a strong foundation of recurring revenue. (Company details will be shared with candidates as they progress through the interview process.)

The Team:

The Financial Planning & Analysis team is responsible for providing strategic and financial insights to support decision-making and drive growth across the business. The team collaborates closely with sales, revenue operations, product, and marketing teams to analyze data and turn it into actionable insights. We value collaboration, analytical thinking, intellectual curiosity, and a builder’s mindset - we are actively modernizing how finance operates, using AI and automation to eliminate manual work and raise the quality of our analysis.

The Impact:

In this role, you will own core pieces of the company’s top-line forecasting, planning, and reporting. You will manage the recurring-revenue engine of the business - building and maintaining the ARR rollforward, forecasting bookings and revenue, reconciling sales and financial systems, and translating movements in new business, expansion, contraction, and churn into a clear narrative for leadership. You will also be a catalyst for process transformation, using AI tools to automate recurring workflows and compress monthly close and reporting cycles. Your insights will directly inform decisions made by the CFO and executive leadership.

Responsibilities:

• Own the monthly ARR rollforward: classify movements across new business, expansion, contraction, churn, and migrations; reconcile against source systems; and deliver validated reporting to leadership on a tight close calendar.
• Design and maintain financial models to forecast bookings and revenue based on ARR movements, pipeline analysis, and renewal dynamics.
• Lead the strategic ownership, iterative refinement, and optimization of monthly ARR and GAAP revenue forecasts, including forecasts by geography, segment, and product.
• Analyze variances between actual performance and forecast, providing clear explanations and actionable recommendations to leadership.
• Reconcile sales bookings (Salesforce) to financial systems (SAP), owning matching logic, exception resolution, and backlog management.
• Build and maintain executive dashboards and recurring reporting for ARR, bookings, customer counts, and product KPIs using Power BI and related tools.
• Champion AI-driven process improvement: identify manual, repetitive workflows and rebuild them as automated, documented, repeatable processes using AI assistants (e.g., Claude, Microsoft Copilot, ChatGPT) and scripting.
• Drive cross-functional initiatives to align FP&A, RevOps, and Sales reporting on a single source of truth.
• Contribute to annual planning, long-range planning, and strategic initiatives that enhance operational rigor and reporting capabilities.

What We’re Looking For:

• Three to five years of experience in FP&A, revenue operations, business analysis, or consulting roles, demonstrating strong financial and business acumen.
• Deep understanding of SaaS business models and recurring-revenue metrics: ARR, net revenue retention, churn, bookings-to-revenue dynamics.
• Advanced Excel skills for managing and analyzing large datasets with precision, including experience building multi-driver financial models.
• Demonstrated, hands-on use of AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) in day-to-day finance work - not just experimentation, but shipped automations or workflow improvements with measurable time savings.
• Experience improving or automating financial processes: month-end close acceleration, report automation, data pipeline cleanup, or similar.
• Exceptional written and verbal communication skills, able to establish trust and influence diverse stakeholders, including executive audiences.
• Strategic thinking, strong problem-solving abilities, and rigorous analytical instincts - you validate your numbers before anyone asks.
• Proven track record of project ownership and delivery, coordinating cross-functional teams and managing stakeholders to successful outcomes.

Bonus Points For:

• Working proficiency in Python or SQL for data analysis and automation.
• Proficiency in Salesforce CRM, SAP, and Power BI (or equivalent BI tools).
• Experience with low-code automation platforms (e.g., Power Automate, n8n, Zapier) or agentic AI workflows.
• Previous experience in high-growth SaaS companies or multinational public companies, showcasing adaptability in dynamic environments.
• Experience with FX conversion, multi-entity reporting, or planning platforms (e.g., Anaplan, Adaptive, Pigment).
• Experience in client-facing roles or engaging with C-suite executives.

The Location:

Compensation/Benefits Information:

The anticipated base salary range for this position is $110,000 to $120,000 + bonus & equity. Final base salary for this role will be based on the individual’s geographical location as well as experience and qualifications for the role. In addition to base compensation, this role is eligible for an annual incentive plan as well as comprehensive benefits.

About Company Statement:

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.