Sr. Financial Analyst

Neighborly Software; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive Benefits

401K Contributions

Generous PTO

Job summary

Neighborly Software in Atlanta, GA is seeking a Senior Financial Analyst to partner with the CFO and lead budgeting, forecasting, and reporting for a high-growth SaaS company. You will build dashboards, monitor KPIs, and provide actionable insights to senior leadership.

You will collaborate cross-functionally with Sales, Marketing, Product, and Technology to align financial planning with strategy, advance automation, and support board-level decision-making with timely data.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• 5+ years of progressive FP&A, corporate finance, or related field in a high-growth environment (SaaS preferred).
• Advanced Excel modeling skills; experience with BI/reporting tools (Power BI, Tableau, Looker) is a plus.
• Familiarity with AI-enabled tools, scripting (Python/SQL), or automation platforms is a strong plus.
• Excellent attention to detail and ability to manage multiple priorities under deadline pressure.

Responsibilities

• Own and continuously improve the annual budgeting process and rolling forecasts across departments.
• Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.
• Develop ad hoc financial and operational analyses to support strategic and day-to-day decisions.
• Serve as a trusted partner to the CFO and executive team, providing analysis and recommendations.
• Prepare board materials, investor reporting packages, and executive-level presentations.
• Design, build, and maintain KPI dashboards and reporting tools for real-time visibility into performance.

Skills

Advanced Excel modeling

Python/SQL scripting

Financial storytelling

Strong communication

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Power BI

Tableau

Looker

Job description

Who We Are Neighborly Software was built to help communities make a difference in the lives of low-income families and vulnerable populations. Our mission is simple, “Helping Communities, Help People.”

Headquartered in Atlanta, GA we offer a cloud-based technology platform for the administration and disbursement of governments funds for programs such as Housing, Economic, Community Development, Disaster Recovery/MIT, Home Energy Rebate Programs, and Housing Choice Voucher programs.

Senior Financial Analyst

At Neighborly Software, we are on a mission to improve the lives of the communities we serve by delivering cutting-edge SaaS solutions. We're seeking a Senior Financial Analyst to serve as a strategic business partner across our organization. You’ll work directly with the CFO as a key partner in driving the company's financial planning, analysis, and reporting. This is a high-visibility role for someone who is equal parts rigorous analyst and proactive problem-solver — someone who doesn't just answer the question asked, but asks "how do we make this better?" You'll help shape budgets and forecasts, build the dashboards and KPIs leadership relies on, support board-level decision-making, and lead the charge on modernizing finance operations through better tools, automation, and AI.

What You Will Be Doing

• Own and continuously improve the annual budgeting process and rolling forecasts across departments.
• Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.
• Develop ad hoc financial and operational analyses that support strategic and day-to-day business decisions.
• Serve as a trusted thought partner to the CFO and executive team, providing analysis and recommendations that inform key decisions.
• Prepare board materials, investor reporting packages, and executive-level presentations.
• Design, build, and maintain KPI dashboards and reporting tools that give leadership real-time visibility into business and financial performance.
• Track and analyze core SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV, gross margin, rule of 40) and translate them into clear, actionable insights.
• Collaborate cross-functionally with Sales, Marketing, Customer Success, Product, and Technology to align financial planning with business strategy.
• Identify, implement, and champion new tools, technologies, and processes that improve the speed, accuracy, and efficiency of finance operations.
• Lead the introduction and adoption of AI and automation to eliminate repetitive manual work and enable faster, real-time reporting and insight generation.
• Support financial modeling for new initiatives, pricing decisions, and investment/business-case evaluations.
• Continuously evaluate existing processes with a bias toward improvement — proactively questioning the status quo and recommending better ways of working.
• Ensure the accuracy, integrity, and timeliness of financial data, models, and analyses.
• Take on additional projects and responsibilities as the finance function scales.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 5+ years of progressive experience in financial planning & analysis, corporate finance, or a related field, ideally within a high-growth environment (SaaS experience strongly preferred).
• Advanced Excel modeling skills; experience with BI/reporting tools (e.g., Power BI, Tableau, Looker) is a plus.
• Familiarity with AI-enabled tools, scripting (Python/SQL), or automation platforms is a strong plus.
• Exceptional attention to detail and organizational skills, with the ability to manage multiple priorities under deadline pressure.
• Sharp business acumen and the ability to translate complex data into clear, actionable narratives for non-financial audiences.
• Excellent written and verbal communication skills; comfortable presenting to senior executives and the board.
• Demonstrated experience implementing automation and process improvements

What Sets You Apart

• A natural problem-solver who challenges the status quo and constantly looks for a better way to do things.
• Highly efficient without sacrificing quality — someone who knows how to move fast and get it right.
• A strong sense of ownership, intellectual curiosity, and a bias toward action.
• Comfortable operating with a high degree of autonomy in a fast-paced, evolving environment.
• High integrity and sound judgment when handling sensitive and confidential financial information.
• A collaborative, low-ego team player who builds trust easily across departments and seniority levels.

Why You’ll Love Working Here:

• Comprehensive Benefits – Medical, Dental, Vision plan options and Company-Paid Short-Term Disability and Life Insurance

• 401K Contributions – Generous employer match with immediate vesting

• Generous Time Off – 5 weeks of PTO, 9 paid holidays, and 3 days of volunteer time off each year

Neighborly Software is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.