Senior Financial Analyst, FP&A

Cardata; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

A leading company, Cardata, seeks a strategic and data-driven Financial Analyst to support decision-making through financial modeling and analysis in a SaaS environment. With responsibilities including managing financial forecasts and providing insights into SaaS metrics, this role is essential in shaping growth strategies and investment decisions. Candidates should have 4-7 years of financial analysis experience and a strong proficiency in Excel, ready to collaborate with various departments and present recommendations to leadership.

Qualifications

• 4-7 years in financial analysis, ideally in a B2B SaaS or tech environment.
• Ability to build and manage financial models and drive forecasting accuracy.
• Experience collaborating with leaders across departments.

Responsibilities

• Prepare high-quality financial reporting for stakeholders.
• Manage cash model, budget, and financial forecasts.
• Evaluate financial impact of partnerships through modeling.

Skills

Financial modeling

Forecasting

SaaS metrics calculation

Business acumen

Data analysis

Tools

Excel

Business Intelligence tools

Job description

As a strategic and data-driven Financial Analyst with experience in a SaaS environment, you’ll partner closely with leadership to drive high-impact decisions. In this role you will own financial modeling, forecasting and SaaS metric analysis, helping shape the future of Cardata through meaningful insights.

You have a strong understanding of SaaS business models, the ability to distill complex data into clear recommendations, and a mindset geared toward growth and continuous improvement.

What You'll Be Doing

• Financial Reporting & Analysis
• Prepare and deliver high quality reporting for both internal and external stakeholders, including leadership, board and bank reporting
• Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
• Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements

SaaS Metrics & Business Intelligence

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions

Strategic Financial Planning

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
• Leverage BI tools to provide insights into customer behaviours, revenue trends, and cost efficiencies
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions

What You’ll Bring

• 4-7 years in financial analysis, ideally in a B2B SaaS or tech environment
• Demonstrated ability to build and manage financial models and drive forecasting accuracy
• Proven experience partnering with leaders across different departments such as Sales & Marketing and Product & Engineering.
• Strong experience with financial modeling, forecasting, and SaaS metric calculations
• Advanced proficiency in Excel; experience with BI tools and reporting systems
• Strong business acumen and ability to translate complex data into actionable insights and communicate insights to non-finance stakeholders
• Confident presenting to stakeholders at all levels including executive
• A growth mindset—you enjoy solving problems, learning new tools, and improving processes

This might not be a fit if:

You have a purely accounting background or limited experience in forecasting and SaaS metrics.

Please apply before June 20th at 8:59pm ET