Senior Financial Operations Analyst

Appian Corporation; McLean (VA); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with company match

Medical, dental, and vision plans

Life insurance

Disability insurance

Wellness programs

Tuition reimbursement

Employee referral bonus program

Learning and development resources

Job summary

Appian is seeking an operationally minded finance professional to maximize resource utilization, forecast accuracy, and strategic insight within our Customer Success ecosystem in McLean, VA. You will partner with Directors, Project Managers, and VPs to transform project data into actionable intelligence that drives profitability.

This role leads budgeting, EAC processes, pipeline forecasts, and reporting for performance metrics, while building financial models and advising stakeholders across

Qualifications

• 4+ years in financial analysis or project finance within a professional services/consulting setting.
• Strong communication and stakeholder management skills across levels and functions.
• Proven ability to develop financial reporting and analyses.

Responsibilities

• Support budgeting, forecasting, and EAC processes for Directors, PMs, and VPs.
• Track and analyze program spend against funding and contract values.
• Develop and maintain financial reports and performance metrics across Customer Success.

Skills

Financial analysis

Forecasting

Excel

Googlesheets

Tableau

CRM systems

Education

Bachelor’s degree in Finance or related field

Tools

Salesforce

Job description

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together.

Location: McLean/Tysons, VA | Work Model: On-site

Are you an operationally minded professional who excels at maximizing resource utilization, strategic staffing allocation, and driving operational efficiency within an elite consulting ecosystem? Optimize the delivery of enterprise transformations.

ABOUT THE TEAM

Appian Customer Success is obsessed with delivering exceptional customer outcomes and driving high-velocity, mission-critical business impact. This team operates with significant autonomy and direct visibility into executive leadership, owning the financial and operational infrastructure that enables Customer Success to scale impact across enterprise accounts worldwide.

THE OPPORTUNITY

This role exists to bring financial rigor, forecasting precision, and strategic insight to a high-growth environment where your analysis directly influences resource allocation, project profitability, and organizational planning. You will partner with Directors, Project Managers, and VPs to transform complex project data into actionable intelligence that drives both customer outcomes and business performance.

WHAT YOU'LL DO

• Support, advise, and educate Directors, Project Managers, and VPs on project and organizational budgeting, forecasting, and Estimate-at-Completion (EAC) processes.
• Track, report, and analyze program spend against funding and contract values.
• Conduct detailed planning, reporting, and analysis on key Customer Success performance metrics. Provide data-driven recommendations and advisory to supervisors and stakeholders, developing analytical tools as needed.
• Partner with key stakeholders across Customer Success and other departments to manage financial and operational processes for projects and business areas.
• Develop and maintain accurate pipeline forecasts, analyze pipeline trends, and provide insights to improve sales effectiveness and revenue predictability.
• Lead the development of essential financial processes and reporting for Customer Success operations.
• Manage financial reporting and analysis, revenue and profit forecasting, utilization analysis, and other business management tasks.
• Lead and assist with program financial duties, including project labor costing, SOW analysis, bill rate analysis, and FFP percentage of completion revenue recognition.
• Serve as Project Leader/Manager for medium to high-complexity special projects and operational initiatives, handling requirements gathering, stakeholder alignment, schedule management, and reporting.
• Develop and implement best practices on budgeting, forecasting, timesheet compliance, and other relevant best practices for new managers.
• Able to work with high-level, ambiguous business challenges and transform them into clear, structured financial models.

REQUIRED QUALIFICATIONS

• 4+ years in financial analysis, project finance, project control, finance operations, or corporate finance within a professional services/consulting organization.
• Demonstrated leadership abilities through proactive communication and effective support of stakeholders at various organizational levels and functional domains.
• Stakeholder Collaboration: Exceptional communication skills with a track record of successfully navigating conflict resolution and balancing competing business demands.
• Strong analytical skills with proven experience in developing financial reporting and analysis.
• Bachelor’s degree in Finance, Accounting, and/or a related field.
• Expert in Excel / Googlesheets, knowledge of Tableau and CRM systems (Salesforce)
• Fast learner capable of working independently with minimal direction.

PREFERRED QUALIFICATIONS

• Experience working within a Technology Company, particularly with a SaaS (Software as a Service) business model. Working knowledge of key SaaS metrics (NRR, GRR, Renewal Rates, etc.) a plus.

The base salary range represents a good faith and reasonable estimate of the range at the time of posting. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate’s relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer. A discretionary bonus may be awarded in recognition of individual and company performance.

In addition, Appian provides generous benefits offerings that include a 401(k) plan with company match, flexible time off, paid parental leave, medical, dental, and vision plans, life insurance, disability insurance, wellness programs, flexible spending accounts, health savings account contributions, an employee referral bonus program, and learning and development resources. Certain positions may be eligible for equity awards.

Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation, commission, bonus, or benefit plans.

Base Salary Range

$75,000 - $150,000 USD

Tools and Resources

• Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
• Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
• Community: We’ll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups . These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.

About Appian

Appian provides AI automation for the most important business processes at the world’s largest organizations. Our platform is known for its unique power, reliability, and scale. We’ve been automating processes for more than 25 years and have proven expertise in enterprise operations. For more information, visit appian.com .

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.