Senior Financial Analyst, Business Finance

Relativity; Kansas City (MO); Hybrid; USD 87,000 - 131,000; Full time

Job summary

An innovative company seeks a Senior Financial Analyst to join their FP&A team. In this remote/hybrid role, you will partner with executive leaders to provide critical financial insights that drive strategic decisions. Your expertise in financial modeling and analysis will support the growth of Sales, Marketing, and Partnerships, ensuring alignment with overall business objectives. This position offers a competitive salary and the opportunity to influence key financial initiatives in a dynamic environment. If you thrive in fast-paced settings and enjoy tackling complex financial challenges, this role is for you.

Qualifications

• 5+ years in FP&A, forecasting, and budgeting.
• Experience in technology, preferably SaaS.
• Advanced understanding of financial statements.

Responsibilities

• Provide financial analysis for Sales, Marketing, and Partnerships.
• Create complex financial models for forecasting.
• Identify and track key performance indicators.

Skills

Financial Planning and Analysis (FP&A)

Forecasting

Budgeting

SaaS Industry Experience

Analytical Modeling

Financial Forecasting Tools

GAAP Proficiency

Problem-Solving

Tools

Adaptive Insights

Job description

Posting Type

Remote/Hybrid

Job Overview

The Financial Planning & Analysis (FP&A) team forecasts business operations, analyzes Relativity's P&L, and conducts business analysis to support key strategic initiatives. As a Senior Financial Analyst, you will analyze and forecast financial and operating metrics and create models to support business decisions for our Sales, Marketing, and Partnerships teams. This role is an advanced individual contributor position.

Job Description and Requirements

Your Role in Action

• Be a financial partner to the executive leaders of our Sales, Marketing, and Partnerships organizations, providing analysis and information needed for major operational, financial, and strategic decisions.
• Create detailed, complex financial and analytical models to forecast expenses and identify opportunities for efficiencies or further investment.
• Help evaluate the financial and strategic impact of company-wide business initiatives by understanding how the growth of these teams correlates with overall company growth.
• Identify and track financial and operational key performance indicators.
• Evaluate monthly operating results and communicate key metrics and drivers to stakeholders.
• Identify opportunities and implement changes to improve financial models, reports, and processes.

Your Skills

• 5+ years of professional experience in financial planning and analysis (FP&A), forecasting, budgeting, and planning, in FP&A, management consulting, investment banking, or related fields.
• 1+ year(s) of experience in the technology industry, preferably SaaS.
• Experience modeling complex financial and business data and communicating the output effectively to stakeholders.
• Experience using financial forecasting tools such as Adaptive Insights.
• Ability to work efficiently in a fast-paced environment, drive projects to completion, and meet deadlines.
• Flexibility and adaptability to shifting company and team goals.
• Strong business and analytical acumen, including problem-solving and critical thinking skills.
• Advanced understanding of financial statements and proficiency with GAAP.

Compensation

Relativity is committed to competitive, fair, and equitable compensation practices. This position is eligible for total compensation including a competitive base salary, an annual performance bonus, and long-term incentives.

The expected salary range for this role is between $87,000 and $131,000. The final offered salary will depend on factors such as experience, skills, qualifications, and internal pay equity. Hiring at the top of the range is uncommon to allow for future salary growth.