Senior Financial Analyst

Totlani & Partners; Murrieta (CA); Hybride; USD 110 000 - 150 000; Plein temps

Résumé du poste

Totlani & Partners partners with a confidential technology company to recruit a Senior Financial Analyst focused on financial planning, forecasting, and business performance analysis for sales, marketing, and subscription-based revenue.

You will work with finance leadership and cross-functional teams to build models, translate data into actionable recommendations, and improve reporting and planning processes in a hybrid role based near Murrieta, CA.

Qualifications

• Experience in financial planning, forecasting, and business analytics.
• SaaS revenue models and recurring revenue understanding.
• Advanced Excel skills including VLOOKUP, pivot tables and data tables.
• Experience with ERP/CRM and financial reporting or planning systems.
• Ability to translate data into actionable insights for leadership.
• Bachelor’s degree in finance or accounting and strong communication.
• Proven ability to manage multiple priorities and finalize reports.

Responsabilités

• Support annual sales and marketing budgets and quarterly forecasts.
• Build revenue and expense forecast models across multiple business lines.
• Analyze actual results vs budgets, forecasts, and prior periods; explain KPIs.
• Identify financial risks and opportunities and recommend actions.
• Prepare reports and presentations for leadership.
• Develop financial models for sales, marketing and strategic initiatives.
• Prepare monthly business reviews and consolidate data from CRM/ERP/BI.
• Collaborate with HR, IT, and sales ops to improve processes.
• Use automation and AI-assisted analysis to support modeling.

Connaissances

Financial analysis

Financial modeling

Budgeting & forecasting

SaaS metrics

Excel advanced

ERP systems

AI tools

Cross-functional

Communication

Attention to detail

Formation

Bachelor's degree in finance or accounting

Outils

Sage Intacct

Salesforce

Tableau

Power Pivot

BI tools

Description du poste

Work Arrangement: Hybrid — three days per week in the office

Employment Type: Full-time

About the Opportunity

We are partnering with a confidential technology company to recruit a Senior Financial Analyst. This position will support financial planning, forecasting, and business performance analysis, with a focus on sales, marketing, and subscription-based revenue.

You will partner with finance leadership, executives, and cross-functional teams to develop financial models, translate data into actionable recommendations, and improve reporting and planning processes.

Key Responsibilities

Budgeting and Forecasting

• Support the development of annual sales and marketing budgets and quarterly forecasts.
• Build and maintain revenue and expense forecast models across multiple business lines.
• Analyze actual results against budgets, forecasts, and prior periods; investigate variances and explain key performance drivers.
• Identify financial risks and opportunities and recommend actions to support business goals.
• Prepare reports and presentations that communicate findings clearly to leadership.
• Support business partners throughout budgeting and forecasting cycles.

Business Performance and Reporting

• Track and analyze key SaaS metrics, including annual contract value, recurring revenue, customer growth, churn, and retention.
• Maintain dashboards and deliver weekly performance updates to management.
• Partner with department leaders to understand trends and investigate deviations from plan.
• Prepare monthly business review reporting, including quote-to-cash metrics, in collaboration with revenue operations.
• Consolidate financial and operational data from CRM, ERP, and business intelligence systems.

Financial Modeling and Strategic Analysis

• Develop financial models to support sales and marketing planning, strategic initiatives, and business decisions.
• Build scenario analyses using financial and operational data to forecast potential outcomes.
• Support financial analysis and modeling for potential acquisitions and business integration activities.
• Conduct market research, industry analysis, and benchmarking as needed.
• Present recommendations supported by clear analysis and sound financial assumptions.

Systems and Process Improvement

• Partner with accounting to validate financial data and identify potential accounting adjustments.
• Collaborate with HR, IT, sales operations, and other teams to improve reporting accuracy and efficiency.
• Define reporting requirements and support enhancements to finance systems and processes.
• Use automation and AI-assisted analysis tools to support financial analysis and model development.

Qualifications

• Experience in financial planning and analysis, financial modeling, budgeting, forecasting, and business analytics.
• Required experience with SaaS businesses and a strong understanding of recurring and subscription revenue models.
• Advanced Excel skills, including lookup functions, pivot tables, financial calculations, data tables, and what-if analysis.
• Experience supporting a corporate budgeting process and developing financial models.
• Experience working with ERP, CRM, and financial reporting or planning systems.
• Ability to combine and analyze financial and operational data using business intelligence tools.
• Familiarity with AI tools for financial analysis and complex spreadsheet modeling.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage competing priorities and move between detailed analysis and routine reporting.
• Bachelor’s degree in finance or accounting.

Preferred Qualifications

• Five or more years of financial analyst experience in SaaS, software, or a related technology industry.
• Experience with Sage Intacct or a comparable ERP system.
• Experience with Salesforce, Tableau, Power Pivot, or similar reporting and analytics tools.
• Familiarity with Claude or comparable AI analysis tools.
• CPA, ACA, CFA, or MBA.

Location and Schedule Requirements

Candidates must reside within 35 miles of Murrieta, CA 92563 and be able to work in the office three days per week. Occasional overtime may be required.

The role involves extended periods of desk-based work and may require lifting up to 20 pounds.