Sr. Financial Analyst

Transflo; United States; Remote; USD 65,000 - 110,000; Full time

Job summary

A leading B2B SaaS company is seeking a Sr. Financial Analyst to enhance financial decision-making through detailed analysis and reporting. The ideal candidate should have over 3 years of experience in FP&A, strong financial modeling skills, and an understanding of SaaS metrics. This full-time role based in the United States offers competitive compensation and an opportunity for significant impact within a dynamic environment.

Qualifications

• 3+ years of experience in FP&A, strategic finance, or corporate development roles.
• Strong knowledge of SaaS metrics including ARR, net retention, LTV/CAC, and churn.
• Demonstrated ability to build and present financial models.

Responsibilities

• Develop and maintain financial models to support forecasting, budgeting, and strategic planning.
• Analyze business trends and operational metrics to provide actionable insights.
• Prepare monthly financial reports and variance analyses.

Skills

Financial modeling

Data analysis

SQL querying

Presentation skills

Attention to detail

Education

Bachelor's degree in Finance, Accounting, or related field

MBA, CPA, or CFA preferred

Tools

Excel

Planful

NetSuite

Salesforce

Job description

We are seeking a Sr. Financial Analyst to join our fast-growing B2B SaaS company. In this critical role, you'll be the analytical engine behind financial decision-making—supporting forecasting, budgeting, and business performance analysis across departments.

Key Responsibilities

• Develop and maintain financial models to support forecasting, budgeting, and strategic planning
• Analyze business trends, KPIs, and operational metrics to provide actionable insights
• Partner with business units to support data-driven decision-making and financial guidance
• Prepare monthly financial reports, variance analyses, and executive dashboards
• Drive process improvements across FP&A and cross-functional collaboration
• Assist in board-level reporting and investor materials as needed

What We’re Looking For

• Highly self-motivated and fast-learning individual who can ramp up quickly and deliver value early
• Exceptional presentation and communication skills, capable of translating complex data into executive-level insights
• FP&A experience in a B2B SaaS environment with recurring revenue models
• Strong balance of detail orientation and strategic thinking—able to manage the numbers and articulate the story behind them
• Willingness to roll up sleeves and put in the time when it counts
• Ability to write SQL queries to be able to obtain data for analysis.

Qualifications

• 3+ years of progressive experience in FP&A, strategic finance, or corporate development roles
• Strong knowledge of SaaS metrics, including ARR, net retention, LTV/CAC, and churn
• Demonstrated ability to build and present financial models and investor-ready materials
• Highly analytical with strong attention to detail, accuracy, and quality control
• Excellent communication, interpersonal, and influence skills with C-level stakeholders
• Advanced Excel skills; experience with Planful, NetSuite, and Salesforce is a strong plus
• Bachelor’s degree in Finance, Accounting, or related field required; MBA, CPA, or CFA preferred
• Proven ability to succeed in a fast-paced, high-growth, and deadline-driven environment

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Transportation, Logistics, Supply Chain and Storage

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