Senior Financial Analyst, Business Finance

Relativity; Louisville (KY); Hybrid; USD 87,000 - 131,000; Full time

Job summary

An innovative firm is seeking a Senior Financial Analyst to join their dynamic FP&A team. In this pivotal role, you will partner with executive leaders across Sales, Marketing, and Partnerships, providing crucial financial insights to drive strategic decisions. Your expertise in financial modeling and analysis will play a key role in evaluating company-wide initiatives and enhancing operational efficiency. This position offers a competitive salary and opportunities for growth, making it ideal for professionals eager to make a significant impact in a fast-paced environment.

Qualifications

• 5+ years in financial planning and analysis, budgeting, and forecasting.
• Experience in SaaS technology industry preferred.

Responsibilities

• Partner with executives to provide financial analysis for strategic decisions.
• Create complex financial models to forecast and analyze expenses.

Skills

Financial Planning and Analysis (FP&A)

Forecasting

Budgeting

Management Consulting

Investment Banking

Financial Modeling

Analytical Skills

GAAP Proficiency

Problem-Solving

Critical Thinking

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 in support of 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 and provide analysis and information needed to make major operational, financial, and strategic decisions.
• Create detailed, complex financial and analytical models to forecast and analyze expenses and identify opportunities for efficiencies or further investment.
• Help evaluate the financial and strategic impact of company-wide business initiatives by building an in-depth understanding of how the growth of these teams is correlated to 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) experience in the technology industry (SaaS preferred).
• 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.
• Advanced understanding of financial statements and proficiency in GAAP.

Additional Information

Relativity is committed to competitive, fair, and equitable compensation practices. This position offers a total compensation package including a competitive base salary, annual performance bonus, and long-term incentives. The expected salary range is between $87,000 and $131,000. The final salary will depend on experience, skills, qualifications, and internal pay equity. Hiring at the top of the range is uncommon to allow room for future salary growth.