Note: The job is a remote job and is open to candidates in USA. The Bolton Group is presenting an opportunity with a growing, product-driven SaaS organization. The Senior Financial Analyst will combine FP&A, SaaS analytics, AI, automation, and data analytics by developing financial models and forecasts, automating reporting, analyzing operational data, and partnering with cross-functional teams.
Responsibilities
- Build models around ARR, MRR, bookings, churn, retention and upsell
- Develop AI-enabled forecasting and predictive analytics
- Automate financial reporting and recurring processes using Power BI, Copilot or similar tools
- Analyze customer usage and operational data to identify financial trends and opportunities
- Partner with Sales, Product, Customer Success and Accounting
- Build dashboards and executive-level reporting
- Improve data quality, KPI definitions, and self-service reporting
Skills
- BS degree in accounting/finance or related
- Clean progressive work history
- Effective communication skills
- 3–5 years of FP&A or financial analysis experience
- Strong Excel/modeling skills
- Power BI experience
- Professional experience in using AI and automation to improve finance
- SaaS experience and familiarity with subscription, usage-based or hybrid pricing models are required
Company Overview