Senior Financial Analyst

Truity Partners; Salt Lake City (UT); Hybrid; USD 85,000 - 110,000; Full time

Job summary

A rapidly growing software company is seeking a Senior Financial Analyst to take ownership of key processes and drive meaningful improvements. This hybrid position is highly visible to senior leadership and part of a collaborative culture. Candidates should have a Bachelor's degree in a related field, 3-5 years of FP&A experience, and strong financial modeling skills. Advanced proficiency in Excel and familiarity with tools such as Anaplan, NetSuite, and PowerBI is essential for success in this role.

Qualifications

• 3–5 years of experience in FP&A, preferably within a SaaS or high-growth tech environment.
• Process-oriented, proactive, and able to scale financial systems in a fast-paced environment.

Responsibilities

• Monitor and analyze operating expenses, identify savings, and improve efficiency.
• Own spend tracking tools and dashboards for departmental performance visibility.
• Support headcount planning through hiring forecasts and attrition modeling.
• Lead operating expense and headcount planning for the annual budget.
• Act as a trusted finance partner, delivering insights to department leaders.
• Build dynamic models and perform ad hoc analyses for strategic initiatives.

Skills

Financial modeling

Analytical skills

Advanced Excel

SaaS metrics understanding

Business partnering

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CFA

Tools

Anaplan

NetSuite

PowerBI

Job description

Our client, a rapidly growing leader in the software industry, is seeking a Senior Financial Analyst to join their high-performing and diverse team. This role offers the opportunity to take ownership of key processes, drive meaningful improvements, and make a direct impact on the business.

The position is hybrid, highly visible to senior leadership, and part of a company experiencing significant growth with a collaborative, supportive culture.

Responsibilities

• Monitor and analyze operating expenses, identify savings, and improve efficiency.
• Own spend tracking tools and dashboards to provide clear visibility into departmental performance.
• Support headcount planning through hiring forecasts, attrition modeling, labor cost analysis, and workforce insights.
• Lead operating expense and headcount planning for the annual budget and quarterly forecasts.
• Act as a trusted finance partner to department leaders, delivering insights that support decision-making and execution.
• Build dynamic models and perform ad hoc analyses to evaluate strategic initiatives, investments, and long-term scenarios.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus
• 3–5 years of experience in FP&A, preferably within a SaaS or high-growth tech environment.
• Strong financial modeling and analytical skills; advanced Excel and experience with tools like Anaplan, NetSuite, and PowerBI.
• Solid understanding of SaaS metrics and 3-statement financial modeling.
• Process-oriented, proactive, and able to scale financial systems in a fast-paced environment.
• Strong business partner with the ability to translate insights into clear, actionable recommendations.