Sr Financial Analyst

Legion; United States; Hybrid; USD 16,000 - 26,000; Full time

Job summary

Legion is seeking a Senior Financial Analyst to drive disciplined planning, forecasting and decision-support across a growing SaaS business. This role will own forecasts and reporting, build scalable financial models, analyze performance, and translate findings into actionable recommendations for leaders.

The successful candidate combines strong FP&A fundamentals with commercial judgment, comfort with SaaS metrics, and the ability to partner effectively with finance and non-finance stakeholders.

Qualifications

• 5+ years in FP&A or strategic finance in SaaS/enterprise software.
• Strong modeling, budgeting, and financial analysis skills.
• Proven ability to translate data into actionable insights for leadership.

Responsibilities

• Support strategic planning, budgeting and forecasting processes.
• Own budget components and long-range plan with scenarios.
• Build driver-based models for revenue, headcount, expenses and investments.
• Analyze SaaS KPIs and performance; highlight trends and risks.
• Prepare management reporting, dashboards and exec presentations.
• Collaborate with cross-functional teams to drive decisions.

Skills

FP&A

NetSuite

Financial modeling

Budgeting

SaaS metrics

Stakeholder mgmt

SQL basics

Education

Bachelor's degree in Finance/Accounting

MBA preferred

Tools

Tableau

Power BI

SQL

Job description

Senior Financial Analyst Hybrid, Bangalore or Pune, India

Job Summary

Legion is seeking a Senior Financial Analyst to help drive disciplined planning, forecasting and decision support across a growing SaaS business. This role will own assigned forecasts and reporting, build scalable financial models, analyze financial and operating performance, and translate findings into clear recommendations for leaders.

The successful candidate combines strong FPA fundamentals with commercial judgment, comfort working with SaaS metrics and systems, and the ability to partner effectively with both finance and non-finance stakeholders.

Responsibilities

• Assist Financial Planning and Analysis Director in managing the strategic planning, budgeting, and forecasting processes.
• Own designated components of the annual budget, periodic forecasts and long-range plan, including assumptions, scenario analysis and consolidation support.
• Develop and maintain driver-based financial models for revenue, headcount, operating expenses, pricing, investments and strategic initiatives
• Deep understanding of SaaS financial and operational KPIs, a strong ability to analyze data to identify trends, actual performance against budget, forecast, prior periods risks, opportunities for growth. Monitor key KPIs and recommend corrective actions.
• Prepare accurate monthly and quarterly management reporting, dashboards, executive presentations and decision-support materials.
• Investigate revenue, cost, margin, and operational variances and explain key business drivers.
• Partner with business functions to evaluate performance and support commercial decisions.
• Perform profitability, pricing, cost-benefit, ROI, sensitivity and ad hoc analyses to support business cases and investment decisions.
• Support month-end and quarter-end closing activities in coordination with accounting teams by reviewing results, validating data and resolving reporting discrepancies.
• Ensure the accuracy, consistency, integrity of financial data and reports through standardization, automation and effective use of finance systems.
• Maintain appropriate financial controls, documentation and data integrity, and support audit or compliance requests related to assigned work.

Requirements

• Bachelors degree in Finance, Accounting, or a related field. MBA is required or relevant professional qualification is preferred
• 5+ years of experience in in FPA, strategic finance, business finance or a closely related analytical finance role in a SaaS, enterprise-software company
• Proficiency with NetSuite required;
• Advanced financial modelling skills, problem-solving, and critical-thinking skills.
• Strong knowledge of budgeting, forecasting, financial reporting, and management accounting , financial statement and operation analysis.
• Ability to synthesize complex financial and operational data into concise insights and practical recommendations.
• Excellent communication, presentation, and interpersonal skills.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.
• Ability to work independently and collaboratively across functions.
• Demonstrated commitment to confidentiality, integrity, and professional ethics.
• Experience with BI or data tools such as Tableau, Power BI or SQL, and an interest in using automation or AI to improve finance workflows

Key Performance Indicators

• Accuracy and timeliness of budgets, forecasts, and management reports.
• Quality and relevance of financial insights and recommendations.
• Forecast accuracy and variance management.
• Achievement of cost-optimization and profitability-improvement targets.
• Timely completion of financial analyses and strategic projects.
• Stakeholder satisfaction and effectiveness of finance business partnering.