Senior Financial Analyst

The role

The Senior Financial Analyst will drive planning, forecasting, and decision support for a SaaS business. This role involves building financial models, analyzing performance, and providing recommendations to leaders.

What you will do

• Assist Financial Planning and Analysis Director in managing strategic planning, budgeting, and forecasting processes.
• Own designated components of the annual budget, periodic forecasts and long-range plan.
• Develop and maintain driver-based financial models for revenue, headcount, operating expenses, pricing, investments and strategic initiatives.
• Monitor key SaaS KPIs and recommend corrective actions.
• Prepare monthly and quarterly management reporting, dashboards, executive presentations and decision-support materials.
• Investigate revenue, cost, margin, and operational variances.
• Partner with business functions to evaluate performance and support commercial decisions.
• Perform profitability, pricing, cost-benefit, ROI, sensitivity and ad hoc analyses.
• Support month-end and quarter-end closing activities.
• Ensure accuracy and integrity of financial data through standardization and automation.

Required qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 5+ years of experience in FP&A, strategic finance, business finance or a closely related analytical finance role in a SaaS, enterprise-software company.
• Proficiency with NetSuite.
• Advanced financial modelling skills.
• Problem-solving and critical-thinking skills.
• Strong knowledge of budgeting, forecasting, financial reporting, and management accounting, financial statement and operation analysis.
• Ability to synthesize complex financial and operational data into concise insights and practical recommendations.
• Excellent communication, presentation, and interpersonal skills.
• Strong attention to detail.
• Ability to work independently and collaboratively across functions.
• Demonstrated commitment to confidentiality, integrity, and professional ethics.

Nice to have

• MBA is required or relevant professional qualification is preferred
• Experience with BI or data tools such as Tableau, Power BI or SQL
• An interest in using automation or AI to improve finance workflows

Benefits

• Health Benefits
• Paid Time Off and Paid Holidays
• Parental Leave
• Equity
• Monthly Wellness Reimbursement
• Monthly Lunch on Legion

About the company

Legion Technologies delivers an AI-driven workforce management platform. The company is a remote, mission-driven team seeking to turn hourly jobs into good jobs.