Note: The job is a remote job and is open to candidates in USA. Turn2Partners is recruiting for a rapidly growing, private equity-backed technology company serving a fast-growing subscription-based business. The Financial Analyst will support budgeting, forecasting, financial modeling, variance analysis, and executive reporting while partnering with business leaders on strategic decisions. The role will also own Workday Adaptive Planning and improve financial planning processes and reporting capabilities.
Responsibilities
- Support the annual budgeting process and quarterly forecasting cycles across multiple business functions
- Build and maintain complex financial models to support strategic initiatives and executive decision-making
- Serve as the subject matter expert for Workday Adaptive Planning , creating dashboards, reports, and planning models
- Perform monthly variance analysis, identify business trends, and provide actionable recommendations to leadership
- Partner directly with department heads and budget owners to review forecasts, spending, and operational performance
- Prepare executive reporting packages and presentations for senior leadership
- Assist with month-end financial analysis and ensure reporting aligns with GAAP principles
- Support headcount planning, operating expense forecasting, and long-range financial planning
- Develop ad hoc financial analyses supporting growth initiatives and business investments
- Help drive continuous improvements across financial planning processes and reporting capabilities
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 2–4 years of FP&A, Financial Analysis, Corporate Finance, or Business Analysis experience
- Hands-on Workday Adaptive Planning experience is REQUIRED
- Experience participating in budgeting and forecasting cycles
- Strong financial modeling skills with advanced Excel proficiency
- Experience partnering with business leaders and presenting financial results
- Understanding of GAAP and financial statement analysis
- Experience supporting a SaaS, subscription-based, technology, consumer application, or recurring revenue business strongly preferred
- Knowledge of SaaS metrics such as ARR, MRR, churn, CAC, LTV, ARPU, retention, and cohort analysis is highly desirable
- Comfortable leveraging AI tools (ChatGPT, Claude, Microsoft Copilot, etc.) to improve financial analysis and productivity
- Excellent communication skills with the ability to influence stakeholders across the organization
- Experience supporting a SaaS, subscription-based, technology, consumer application, or recurring revenue business strongly preferred
- Knowledge of SaaS metrics such as ARR, MRR, churn, CAC, LTV, ARPU, retention, and cohort analysis is highly desirable
- SaaS: 1 year (Preferred)
- Subscription based revenue: 1 year (Preferred)
Benefits
- 100% Remote anywhere in the U.S.
- Excellent work-life balance and career growth potential
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Internet reimbursement
- Paid time off
- Vision insurance
- Work from home
Company Overview