Senior Financial Analyst - Operations & Forecasting

Teamtalentus; United States; Remote; USD 67,000 - 105,000; Full time

Job summary

Paylocity, a leading cloud-based HR and payroll software company, seeks a Senior Financial Analyst (Operations) to drive advanced FP&A processes in a fully remote US role. You will build complex financial models, support budgeting and forecasting, and partner with executives to optimize pricing, headcount, and cost management in a SaaS environment.

The role exposes you to senior leadership and requires collaboration across Finance, Product, Sales, and Operations.

Qualifications

• 5+ years of corporate finance experience.
• Strong quantitative, analytical, and financial modeling skills.
• Advanced proficiency in Microsoft Excel and PowerPoint; ability to synthesize complex analyses into executive-ready insights.
• Excellent written and verbal communication skills, with comfort presenting to senior leadership.
• CPA or other professional designation strongly preferred.
• Big 4 public accounting experience preferred.

Responsibilities

• Prepare and maintain complex financial models, including forecasts for income statement, balance sheet, and cash flows.
• Develop annual budgets, rolling forecasts, and long-range financial plans for assigned P&L categories.
• Support monthly and quarterly close by preparing advanced analyses and reviewing work.
• Maintain and analyze key financial metrics, KPIs, and ratios to assess performance and profitability.
• Perform ad hoc financial modeling and analysis to support strategic initiatives and leadership decisions.

Skills

Financial modeling

Executive communication

Cross-functional collaboration

Advanced Excel

Data analysis

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

Paylocity, a leading cloud-based HR and payroll software company, seeks a Senior Financial Analyst (Operations) to drive advanced FP&A processes in a fully remote US role. You will build complex financial models, support budgeting and forecasting, and partner with executives to optimize pricing, headcount, and cost management in a SaaS environment.

The role exposes you to senior leadership and requires collaboration across Finance, Product, Sales, and Operations.