Senior Financial Analyst

Thryv; United States; On-site; USD 88,000 - 118,000; Full time

Benefits offered by this job

Remote-first culture

Competitive benefits (medical, dental,

401(k) with company match

Tuition assistance

Paid time off

Job summary

Thryv is seeking a business-facing financial partner to drive insight into drivers of financial results in a remote-first environment. You will apply AI to streamline reporting, freeing time for strategic analysis and advisor roles for executives on spend and investments.

The role emphasizes building models, annual budgets, rolling forecasts, and presenting actionable recommendations to leadership with a focus on SaaS metrics and ROI analyses.

Qualifications

• Bachelor's degree or international equivalent required.
• Master's degree or international equivalent preferred.
• 5+ years of related experience required.
• Experience in a SaaS or technology company required.
• Experience evaluating spend from driver/ROI perspective in ITFM/TBM/FinOps/ LTV:CAC, required.
• Advanced Excel and MS Office skills required.
• Experience with Workday Adaptive Planning or similar ERP systems required.
• 9+ years of related experience preferred.
• Experience in a B2B SaaS company preferred.
• Experience with AI tools such as Claude preferred.
• Ability to source data from Domo or similar BI platforms preferred.
• Experience with AI agents and SQL preferred.

Responsibilities

• Serves as financial partner to assigned business leaders, providing financial insight for decisions.
• Builds and maintains models, annual budget, and rolling forecast.
• Leverages AI to produce recurring financial reporting, enabling deeper analysis.
• Investigates variances to budget/forecast to identify drivers.
• Recommends corrective actions and growth opportunities to leaders.
• Interprets KPIs and subscription metrics to explain impact.
• Delivers ad hoc analysis and scenario modeling for business questions.
• Presents financial deliverables to leadership with actionable recommendations.

Skills

SaaS finance

FP&A

ITFM/TBM/FinOps

AI/automation

SQL

Domo

Workday Adaptive Planning

Excel

LTV:CAC analysis

Education

Bachelor's degree

Master's degree

Tools

Workday Adaptive Planning

Domo

Excel

SQL

Job description

At Thryv, we’re a team that lives by teamwork. However, it’s not the work that drives us, it’s the respect, trust, and care for each other that defines us as a team. We’re a diverse community of trendsetters who do our best work in a fun, relaxed environment. Technology never stops evolving and neither do we. We’re always looking for the best and brightest team players to join us.

This role serves as a business-facing financial partner and is responsible for providing business leaders with a clear understanding of the drivers behind their financial results, translating that understanding into direction for action. By applying artificial intelligence to accelerate the production of routine financial reporting, this role is positioned to spend its time on higher-value strategic work: interpreting results, pressure-testing drivers with the business, and advising leaders on where to course-correct or invest further. This is a high-visibility role with direct access to the leaders who own business spend and the executives who act on the resulting analysis.

Responsibilities

• Serves as the financial partner to assigned business leaders, participating in their operating reviews and providing financial insight that informs their decisions.
• Builds and maintains the financial models, annual budget, and rolling forecast for assigned areas of the business.
• Leverages artificial intelligence and automation to produce recurring financial reporting and identify emerging changes, creating capacity for deeper analysis of business performance.
• Investigates variances to budget, forecast, and prior-year results to determine the underlying business drivers.
• Recommends corrective actions and growth opportunities to business leaders based on variance and performance findings.
• Interprets key performance indicators and subscription-based business metrics, including annual recurring revenue, net revenue retention, churn, and gross margin, to explain their impact on the business.
• Delivers ad hoc analysis and scenario modeling in response to emerging business questions.
• Prepares and presents financial deliverables for business leaders and executive management, translating analysis into actionable recommendations.

Who We’re Looking For

• Bachelor's degree (or international equivalent), required
• Master's degree (or international equivalent), preferred
• 5+ years of related experience, required.
• Experience in a SaaS or technology company, required.
• Experience evaluating spend from a driver and return-on-investment perspective in one or more relevant disciplines, such as IT financial management (ITFM), technology business management (TBM), FinOps, marketing measurement and LTV:CAC analysis, workforce modeling, or unit economics, required.

Advanced skills in Microsoft Excel and proficiency with other Microsoft Office tools, required.

Experience with Workday Adaptive Planning or similar enterprise planning and ERP systems, required.

• 9+ years of related experience, preferred.
• Experience in a B2B SaaS company, preferred.

Experience with AI tools such as Claude, including building reusable skills or workflows, strongly preferred.

Ability to source data and metrics from Domo or similar business intelligence platforms, preferred.

Experience with AI agents and SQL, preferred.

• Advanced knowledge of financial planning and analysis principles, including generally accepted accounting principles, and the ability to connect financial results to the operational drivers behind them.
• Strong business acumen and analytical curiosity, with sound judgment in recommending a course of action based on root cause findings.
• Demonstrated ability to communicate effectively, both verbally and in writing, with audiences across all levels of the organization, including executive leadership.
• Advanced analytical and data modeling skills, including the ability to apply artificial intelligence tools to accelerate financial modeling, forecasting, and root cause analysis.
• Strong organizational and time management skills, with the ability to manage multiple competing priorities and deadlines while owning projects from start to finish.
• Aptitude and willingness to work AI-first, using tools such as Claude to automate recurring analysis and reporting, with the judgment to validate output before it reaches a business or executive audience.
• Ability to travel less than 5% of the time.
• Must be 18 years of age or older.
• Must successfully complete pre-employment screening process, as required.
• Must successfully complete any required training or orientation courses, as needed.

What We Offer

Life requires balance, so we provide benefits around health and wellness, continued education, and work/life balance to help you live your best life when you’re working…and when you’re not.

• Work from anywhere – Thryv is a Remote First company!
• Competitive medical, dental, and vision plans, plus a wellness program with added incentives
• 401(k) savings plan with company match and employee stock purchase plan
• Continuing education benefits with tuition assistance programs
• One week of paid time off at the end of the year, in addition to our standard paid time off policy.

Who We Are

At Thryv , we’re a team fiercely devoted to the success of local businesses. We’ve been around for over 100 years, always with one goal in mind — helping small businesses compete, win, and succeed.We provide the technology, software and local business automation tools small business owners need to better manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful.

We support businesses across the U.S. and our team members are located across the country, and internationally. We operate as a work from anywhere company and believe this allows us to be more productive.

Culture is vital at Thryv because it shapes our identity and, therefore, our measurements for growth. We have an identified set of values that hold all of us accountable paving the way for our company success and our legacy. All of this helps us deliver results for our clients and creates success for our employees. At Thryv, making a positive impact within our team and in our local community is the reason we get out of bed every morning.

Thryv Core Values:

• Client Devoted – Be humble with a servant mentality. Understand the uniqueness of each interaction while being flexible, knowledgeable, and genuine.
• Under Promise, Over Deliver – Deliver expectations and exceed them, have accountability, listen, and understand the ask.
• Act Like You Own the Place – Taking ownership and accountability in your day-to-day decisions empowers you to act like you own the place.
• Invest in our People – Hire people that are aligned with Thryv’s core values. Provide learning opportunities to enable all of us to adapt, belong, and create a lifelong career.
• DONE3 – Define what you say (Done), Do what you say (Done), Follow up and ensure completion (Done).
• Making $$ is a Byproduct of Helping People – Always be devoted to people, act with integrity.
• Think Long Term, Act with Passion & Integrity – Focus on making every interaction exceptional. Bring enthusiasm and devotion to every act. This includes doing the right thing, even when no one is looking. Think five years out or think for the long play.

Find out more at corporate.thryv.com/careers/

Belonging at Thryv

We believe in a work environment where all individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization’s success. We want our employees to feel a part of something big and we encourage the sharing of ideas and collaboration across the organization.

We strive to ensure our work environment reflects diversity, fairness, and meritocracy. We believe all employees should have the opportunity to perform effectively in their position. We value every employee and the authenticity they bring to their role and to the organization. As a result, our employee policies and internal practices focus on ability and merit as the standards for success.

Requisition Detail and Process

This information indicates the general nature and level of work performed by employees in this job. It is not designed to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.

The final job level offered may vary based on the applicant’s competencies and qualifications such as experience and education, and other job-related reasons.

Pay Transparency

The base salary for this position is $88K to 118K USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

Our Commitment to Equal Opportunity

Thryv is proud to provide equal employment opportunities to all employees and applicants, without regard to gender, color, race, religion, sexual orientation, national origin, citizenship, age, disability, veteran status, pregnancy, genetic information, or any characteristic protected by law. Thryv is committed to provide equal employment opportunities throughout the employment relationship including recruitment, hiring, discharge, compensation, benefits, discipline, development, and advancement or other aspects of employment.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.