Senior Financial Analyst

Slide

Westport (CT)

On-site

USD 120,000 - 190,000

Full time

42 hours ago
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Benefits offered by this job

Health, dental, and vision coverage
Generous paid time off and holidays
401(k) retirement plan
Professional development opportunities

Job summary

Slide is seeking a Senior Financial Analyst to own budgeting, forecasting, financial modeling, and long-range planning. You will partner with the CFO and executive team to drive data-driven decisions and provide board-ready reporting.

You will build robust models, track SaaS metrics, and translate complex data into actionable insights, influencing strategic initiatives as the company grows.

Qualifications

  • 5–8 years of FP&A, strategic finance, corporate finance, or related experience.
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • Strong financial modeling skills and advanced proficiency in Excel and/or Google Sheets.
  • Comfort leveraging AI and emerging technologies to improve financial analysis, modeling, reporting, and processes.
  • Experience with budgeting, forecasting, and long-range financial planning.
  • Experience preparing financial analysis and materials for executive or board-level audiences.

Responsibilities

  • Lead the annual budgeting process and ongoing forecasting cycles, partnering with department leaders to build accurate, actionable plans
  • Build and maintain financial models that support long-range planning, scenario analysis, and strategic initiatives
  • Support the preparation of board-level financial reporting and presentations, translating complex financial data into clear insights and narratives
  • Develop and track key business and SaaS metrics, providing insights into growth, retention, unit economics, and operating performance
  • Conduct financial and data analyses that surface trends, risks, opportunities, and key business drivers
  • Partner with the CFO and leaders to provide timely analysis that informs strategic decision-making and monitor variances
  • Collaborate with HR on headcount and compensation planning in forecasts
  • Continuously improve financial planning processes, models, and reporting tools
  • Support ad hoc financial analysis for strategic projects and investments

Skills

Financial modeling
Excel / Sheets
Budgeting & forecasting
SaaS metrics
Executive communication
Independent ownership
AI in finance
Analytical thinking

Education

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

Tools

NetSuite
Adaptive Insights
Anaplan
Looker

Job description

Slide is a modern, security-first Business Continuity & Disaster Recovery (BCDR) company built exclusively for Managed Service Providers. Founded by Austin McChord (Datto Founder & former CEO) and Michael Fass (former Datto General Counsel & Chief People Officer), Slide is led by a team of industry veterans with deep expertise in backup, disaster recovery, and cybersecurity. Built from scratch, from a clean-room code base, free from legacy technical debt, to deliver the MSP-centric backup and recovery platform of the future. By focusing on security, performance, and simplicity, Slide provides a powerful, cost-effective, and easy-to-use solution that ensures MSPs can protect their clients’ data without the constraints of outdated technology and restrictive pricing models.

Job Summary

Slide is looking for a Senior Financial Analyst to play a key role in our FP&A function and partner closely with the CFO and business leaders. You'll own budgeting, forecasting, financial modeling, and long-range planning, while producing the board reporting and financial/data analysis that inform key business decisions. You'll partner closely with the CFO and executive leadership team, using data and financial insights to help drive strategic decision-making.

This is a high-visibility, individual contributor role for someone who enjoys digging into the numbers, understanding what's driving the business, and turning data into actionable insights. You'll have the opportunity to help shape how we plan, measure performance, and make decisions as the company continues to grow.

Responsibilities
  • Lead the annual budgeting process and ongoing forecasting cycles, partnering with department leaders to build accurate, actionable plans
  • Build and maintain financial models that support long-range planning, scenario analysis, and strategic initiatives
  • Support the preparation of board-level financial reporting and presentations, translating complex financial data into clear insights and narratives
  • Develop and track key business and SaaS metrics, providing insights into growth, retention, unit economics, and operating performance
  • Conduct financial and data analyses that surface trends, risks, opportunities, and key business drivers
  • Partner closely with the CFO and business leaders to provide timely analysis that informs strategic and operational decision-making-monitor actual performance against budget and forecast, identifying variances and understanding the underlying business drivers
  • Partner with HR and department leaders on headcount and compensation planning, ensuring workforce plans are reflected in financial forecasts
  • Continuously improve financial planning processes, models, and reporting tools to increase accuracy, visibility, and efficiency
  • Support ad hoc financial analysis for strategic projects, investment decisions, and other business priorities
Qualifications
  • 5–8 years of experience in FP&A, strategic finance, corporate finance, investment banking, or a related field
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Strong financial modeling skills and advanced proficiency in Excel and/or Google Sheets
  • Comfort leveraging AI and emerging technologies to improve financial analysis, modeling, reporting, and processes
  • Experience with budgeting, forecasting, and long-range financial planning
  • Experience preparing financial analysis and materials for executive or board-level audiences
  • Strong analytical skills with the ability to identify trends, understand business drivers, and turn data into actionable insights
  • Excellent communication skills, with the ability to explain financial concepts clearly to non-financial stakeholders
  • High degree of ownership and comfort working independently in a fast-moving environment
  • Experience with SaaS business models and metrics preferred
  • Experience with FP&A, ERP, or BI tools such as Netsuite, Adaptive Insights, Anaplan, Looker, or similar preferred
  • Comprehensive health, dental, and vision coverage.
  • Paid Time Off: Generous paid time off and holiday schedule.
  • Retirement Plan: 401(k)
  • Professional Development: Opportunities for training and professional growth.
  • The opportunity to do your life's work in a dynamic and creative environment with likeminded individuals
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