Sr. Financial Analyst (Modeling)

Redwood Software; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Redwood Software is seeking a Senior Financial Analyst to join our Finance team. You will build forecasts and scenario analyses that connect recurring revenue, customer trends, cloud delivery costs and investments to Redwood’s financial outlook.

This hands-on role spans annual planning, long-range modeling, performance analysis and executive reporting. Your work will help leadership assess growth opportunities, improve SaaS unit economics and make informed decisions as the business scales.

Qualifications

• 3–5 years of experience in financial planning and analysis, ideally in a SaaS or infrastructure software business.
• Bachelor’s degree in finance, accounting or a related field
• Experience with Workday or Adaptive Planning is a plus, but not required
• Advanced proficiency in Excel or Google Sheets; ability to work across Google and Microsoft productivity tools
• Strong financial modeling skills, including revenue forecasts, scenario analysis and SaaS metrics; experience modeling cloud costs or gross margin is a plus
• If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Responsibilities

• Build forecasts and scenario analyses that connect recurring revenue, customer trends, cloud delivery costs and investment decisions to Redwood’s financial outlook.
• This hands-on role spans annual planning, long-range modeling, performance analysis and executive reporting.
• Your work will help leadership assess growth opportunities, improve SaaS unit economics and make informed decisions as the business scales.
• Build and maintain integrated financial models for revenue, gross margin, operating expenses and cash flow, with clear assumptions and sensitivity analyses.
• Model SaaS revenue drivers, including bookings, renewals, expansion, churn and ARR, in partnership with Sales, Revenue Operations and Finance.
• Support annual budgets, rolling forecasts and long-range plans; evaluate scenarios for growth, pricing, customer demand and infrastructure investment.
• Performance Analysis: Analyze actual results against forecast and plan across revenue, cost of revenue and operating expenses; identify the drivers of variances.
• Track SaaS metrics such as ARR, net revenue retention, gross margin and customer economics, and explain what changes mean for future performance.
• Prepare concise analyses and presentations that help leadership evaluate trade-offs, risks and opportunities.
• Partner with Finance, Sales, Revenue Operations, Product and infrastructure leaders to validate model assumptions and inform business decisions.
• Present financial findings clearly to non-financial stakeholders and translate complex analyses into practical recommendations.
• Work with the broader Finance team to improve forecasting processes, data quality and consistency in financial reporting.

Skills

Financial modeling

Forecasting

SaaS metrics

Excel/Sheets

Education

Bachelor's degree in finance or accounting

Tools

Workday

Adaptive Planning

Google Sheets

Excel

Job description

At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.

ABOUT US

Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next.

CORE VALUES

• One Team. One Redwood
• Make Your Own Weather
• Obsess over Customer Success
• Work the Problem
• Be Curious
• Own the Outcome
• Respect Each Other

YOUR IMPACT

Join our Finance team as a Senior Financial Analyst focused on financial modeling for a growing infrastructure software business. You will build forecasts and scenario analyses that connect recurring revenue, customer trends, cloud delivery costs and investment decisions to Redwood’s financial outlook. Partner with Finance and business leaders to turn complex data into clear recommendations.

This hands-on role spans annual planning, long-range modeling, performance analysis and executive reporting. Your work will help leadership assess growth opportunities, improve SaaS unit economics and make informed decisions as the business scales.

Build and maintain integrated financial models for revenue, gross margin, operating expenses and cash flow, with clear assumptions and sensitivity analyses.

Model SaaS revenue drivers, including bookings, renewals, expansion, churn and annual recurring revenue (ARR), in partnership with Sales, Revenue Operations and Finance.

Support annual budgets, rolling forecasts and long-range plans; evaluate scenarios for growth, pricing, customer demand and infrastructure investment.

Performance Analysis:

Analyze actual results against forecast and plan across revenue, cost of revenue and operating expenses; identify the drivers of material variances.

Track SaaS metrics such as ARR, net revenue retention, gross margin and customer economics, and explain what changes mean for future performance.

Prepare concise analyses and presentations that help leadership evaluate trade-offs, risks and opportunities.

Partner with Finance, Sales, Revenue Operations, Product and infrastructure leaders to validate model assumptions and inform business decisions.

Present financial findings clearly to non-financial stakeholders and translate complex analyses into practical recommendations.

Work with the broader Finance team to improve forecasting processes, data quality and consistency in financial reporting.

YOUR EXPERIENCE

3–5 years of experience in financial planning and analysis, ideally in a SaaS or infrastructure software business

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

Experience with Workday or Adaptive Planning is a plus, but not required

Advanced proficiency in Excel or Google Sheets; ability to work across Google and Microsoft productivity tools

Strong financial modeling skills, including revenue forecasts, scenario analysis and SaaS metrics; experience modeling cloud costs or gross margin is a plus

If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

THE LEGAL BIT
Redwood is an equal opportunity employer. Redwood prohibits unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws. We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful and will have a zero tolerance policy applied to it.

Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at [e-mail]