Sr. Financial Analyst

Maxonic, Inc.; Pleasanton (CA); On-site; USD 69,000 - 90,000; Full time

Job summary

Maxonic, Inc. seeks a senior financial analyst to join its Finance team in Pleasanton, CA.

You will drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership, including serving as the Finance lead for Workday Adaptive Planning. This role partners with Accounting, Data, Payments, Sales, Product, and Operations to align financial strategies with business objectives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 6+ years of progressive experience in financial analysis and FP&A.
• Strong SaaS and payment processing metrics knowledge.
• Advanced modeling, forecasting, and budgeting skills.
• Experience implementing FP&A systems is a plus.
• Proficiency with NetSuite, Power BI, SQL, and Excel.
• Ability to translate data into actionable recommendations for leadership.
• Proven ability to lead cross-functional initiatives without direct reporting authority.
• Excellent communication and storytelling skills.

Responsibilities

• Lead analysis of SaaS and payment metrics including MRR, ARR, churn, LTV, CAC.
• Develop and maintain advanced financial models for planning and decision-making.
• Own Workday Adaptive Planning implementation and governance.
• Gather requirements, validate data, and support UAT for planning tools.
• Develop financial reporting and analysis using Workday, NetSuite, Power BI, SQL, and Excel.
• Partner with Accounting, Data, Sales, and Ops to align finance with business goals.
• Prepare board and executive-level materials and presentations.
• Perform variance analysis, scenario planning, and sensitivity analysis.
• Mentor junior analysts and improve FP&A processes.
• Act as trusted advisor to senior leadership.

Skills

Financial analysis

FP&A

Forecasting

Budgeting

Financial modeling

Variance analysis

Scenario planning

Cross-functional collaboration

Leadership

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Workday Adaptive Planning

NetSuite

Power BI

SQL

Excel

Job description

Maxonic, Inc. is seeking a senior individual contributor to join its Finance team as a Sr. Financial Analyst in Pleasanton, CA. In this role, you will drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership, including serving as the Finance lead for implementing Workday Adaptive Planning.

Role Overview

The Principal Financial Analyst operates as a key partner across Finance and the broader business, leading complex initiatives from scoping through completion. You will analyze SaaS and payment processing performance, build and maintain advanced models for decision-making, and help shape how budgeting, forecasting, and reporting processes work following Workday Adaptive Planning implementation.

Key Responsibilities

• Lead analysis of SaaS and payment processing metrics, including MRR, ARR, churn, retention, LTV, CAC, payback, take rates, transaction volumes, processing costs, and other KPIs to identify trends, risks, variances, and opportunities.
• Lead and support forecasting, budgeting, and long-range planning, including development and maintenance of advanced financial models for strategic and operational decision-making.
• Serve as the Finance lead for Workday Adaptive Planning, coordinating Finance requirements and partnering with Accounting, IT, implementation resources, and other stakeholders.
• Own Finance-related requirements gathering, model design, testing, data validation, user acceptance testing, documentation, and implementation activities for Workday Adaptive Planning.
• Support ongoing administration, optimization, and adoption of Workday Adaptive Planning after implementation, including improvements to budgeting, forecasting, planning, and financial reporting processes.
• Develop and maintain financial reporting and analysis using Workday Adaptive Planning, NetSuite, Power BI, SQL, Excel, and other financial systems and tools.
• Partner cross-functionally with Accounting, Data, Payments, Sales, Product, Operations, and other teams to align financial strategies with business objectives and reconcile differences between financial and operational reporting.
• Prepare Board- and investor-ready materials and executive-level presentations covering financial performance, revenue drivers, customer behavior, profitability, KPIs, variances, and business trends.
• Perform complex variance analysis, scenario planning, sensitivity analysis, and financial modeling to support business decisions, partnership economics, revenue-share structures, and investment trade-offs.
• Identify opportunities to improve, standardize, and automate FP&A processes, reporting, forecasting, and financial analysis.
• Provide functional guidance and mentorship to junior analysts and support ongoing development of FP&A processes, tools, reporting standards, and analytical capabilities.
• Act as a trusted advisor to senior leadership, using financial and business acumen to recommend actions, shape the financial narrative, and influence business outcomes.
• Lead complex cross-functional Finance initiatives and strategic analyses from scoping through completion, coordinating stakeholders and deliverables without direct reporting authority.
• Perform additional duties as assigned.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 6+ years of progressive experience in financial analysis, FP&A, or a related finance function, including experience supporting complex financial and business decisions.
• Strong knowledge of SaaS and/or payment processing metrics and their impact on business performance.
• Advanced financial modeling, forecasting, budgeting, variance analysis, and scenario-planning skills.
• Experience leading or supporting implementation of financial planning, budgeting, forecasting, or FP&A systems.
• Advanced proficiency with NetSuite, Power BI, SQL, and Excel.
• Ability to translate complex financial and operational data into clear, actionable recommendations for senior leadership and non-financial stakeholders.
• Proven ability to lead complex projects and cross-functional initiatives without direct reporting authority.
• Strong communication, presentation, and financial storytelling skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Ability to provide functional leadership, guidance, and mentorship to other members of the Finance team.

Tools and Technologies

• Workday Adaptive Planning
• NetSuite
• Power BI
• SQL
• Excel

Location and Compensation

This position is onsite in Pleasanton, CA and is listed at $50.00 to $65.00 per hour.