Senior Financial Analyst

The role

This person will act as the primary finance business partner for the Product and Technology organization. They will manage budget vs actuals, rebuild capital allocation processes, and deliver ROI analysis to inform tech decisions.

What you will do

• Own financial partnership for the Product and Tech organization
• Build and run a rebuilt capital allocation process using AI and modern tooling
• Deliver ROI analysis on customer deals and build-vs-buy/roadmap trade-offs
• Establish a recurring operating cadence for tech org planning meetings
• Partner with P&T VPs as a trusted advisor
• Manage headcount and vendor planning for the tech org

Required qualifications

• 3-5 years of progressive experience in FP&A, corporate finance, accounting, strategic finance, or a related analytical role
• Demonstrated ability to deliver a financial recommendation that changed a real decision
• Strong communicator who builds trust with senior stakeholders quickly
• A bias toward action

Nice to have

• Banking, consulting, or Big Four audit analyst background
• Prior exposure to organizational design changes, roadmap changes, or vendor contract renegotiations (e.g., AWS, Snowflake)
• Chief-of-staff or cross-functional planning experience spanning G&A and R&D
• Hands-on use of AI tools to build or improve a finance process

Benefits

• Company Stock Plan
• Unlimited vacation
• Educational and wellness reimbursements
• $0 cost employee insurance plans

Before you apply

• You must be work authorized in the United States without the need for employer sponsorship

About the company

Ridgeline is the first front-to-back system of record for investment managers. The company was created to modernize an industry using a single, real-time data set and embedded AI.