Note: The job is a remote job and is open to candidates in USA. Clari + Salesloft is building an AI-powered Predictive Revenue System for enterprise revenue teams. The Financial Analyst, R&D will serve as a finance partner to Product and Engineering, leading reporting, financial modeling, business case analysis, forecasting, and R&D financial operations.
Responsibilities
- **Lead R&D Financial Partnering:** Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap
- **Drive Executive Reporting:** Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership
- **Leverage Modern Tech & AI:** Utilize **Pigment** as our core FP&A planning platform and **Claude AI** to accelerate data analysis, reporting, and scenario modeling to automate finance workflows
- **Execute Business Case & Strategic Modeling:** Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions
- **Support Financial Operations:** Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting
- Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique
- Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)
- Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
- Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
- Be introduced to our financial statements, systems (especially Pigment), processes, and data
- Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting
- Become proficient in using al systems, especially Pigment
- Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
- Drive the month end close reporting and variance analysis for your group(s)
- Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making
- Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support
- Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
- Own the monthly financial reporting to your respective group(s), including ELT member
- Own the budget and long-range planning for your group(s)
- Contribute to broader company-wide strategic planning in support of long-term goals and initiatives
- Proactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization
Skills
- We are seeking a self-motivated, tech-savvy, and highly analytical problem solver who is passionate about making an impact
- You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to optimize financial strategy for software engineering teams
- 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment
- Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling
- Hands-on experience with modern FP&A platforms (specifically **Pigment**) and comfort using AI tools (such as **Claude AI**) to drive analytical productivity
- Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization)
- Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly
- Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management
- Collaborative mentality by prioritizing ‘we' and not focusing on ‘me'
Benefits
- The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans.
Company Overview