Sr. Financial Analyst (Finance or Banking or Fintech Domain)

Maxonic Inc.; Pleasanton (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Maxonic Inc. is seeking a Principal Financial Analyst to drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership. You will lead complex FP&A initiatives and analyze SaaS and payment metrics to inform business decisions.

You will spearhead Workday Adaptive Planning implementation, optimize budgeting and reporting processes, and partner with Accounting, Data, Sales, and Product teams to align financial strategy with company goals.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 6+ years of progressive experience in financial analysis, FP&A, or related finance function.
• Strong knowledge of SaaS and/or payment processing metrics.
• Advanced financial modeling, forecasting, budgeting, variance analysis, and scenario planning.
• Experience leading or supporting the implementation of FP&A systems.
• Advanced proficiency with NetSuite, Power BI, SQL, and Excel.

Responsibilities

• Lead complex FP&A initiatives, analyze SaaS and payment metrics, and provide strategic insights.
• Lead forecasting, budgeting, and long-range planning with advanced models.
• Serve as Finance lead for Workday Adaptive Planning implementation.
• Develop and maintain financial reporting using Workday Adaptive Planning, NetSuite, Power BI, SQL, Excel.
• Partner with Accounting, Data, Payments, Sales, Product, and Operations to align financial strategy.
• Prepare Board/investor-ready materials and executive presentations.

Skills

SaaS metrics

Financial modeling

Forecasting

Variance analysis

Cross-functional leadership

Communication storytelling

Mentorship

Project management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

NetSuite

Power BI

SQL

Excel

Job description

Responsibilities

The Principal Financial Analyst serves as a senior individual contributor within the Finance team, providing advanced financial analysis, modeling, forecasting, and strategic support to senior leadership. The position leads complex financial initiatives, analyzes SaaS and payment processing (Fintech[LL1.1]) metrics, and translates financial and operational data into actionable insights and recommendations that support business strategy and decision-making.

The Principal Financial Analyst also serves as the Finance lead for the implementation of Workday Adaptive Planning and supports the continued development, standardization, automation, and optimization of the Company's financial planning, budgeting, forecasting, management reporting, and Board/investor reporting processes.

Lead analysis of SaaS and payment processing metrics, including MRR, ARR, churn, retention, LTV, CAC, payback, take rates, transaction volumes, processing costs, and other key performance indicators to identify trends, risks, variances, and business opportunities.

Lead and support forecasting, budgeting, and long-range planning activities, including the development and maintenance of advanced financial models used to support strategic and operational decision-making.

Serve as the Finance lead for the implementation of Workday Adaptive Planning, coordinating Finance requirements and partnering with Accounting, IT, implementation resources, and other stakeholders throughout the project.

Lead Finance-related requirements gathering, model design, testing, data validation, user acceptance testing, documentation, and implementation activities for Workday Adaptive Planning.

Support the ongoing administration, optimization, and adoption of Workday Adaptive Planning following implementation, including improvements to budgeting, forecasting, planning, management reporting, 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 leaders across Accounting, Data, Payments, Sales, Product, Operations, and other departments to align financial strategies with business objectives and investigate and reconcile differences between financial and operational reporting.

Prepare Board- and investor-ready materials and executive-level presentations that provide clear insights into financial performance, revenue drivers, customer behavior, profitability, key performance indicators, 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 the continued development of FP&A processes, tools, reporting standards, and analytical capabilities.

Serve as a trusted financial advisor to senior leadership, using financial and business acumen to provide recommendations, communicate financial narratives, 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.

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 the implementation of financial planning, budgeting, forecasting, or FP&A systems.

Advanced proficiency with financial and analytical tools such as 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.

Demonstrated 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.