Financial Analyst, R&D

The role

You will serve as the dedicated finance partner to the Research & Development organization. You will evaluate unit-level economics, engineering headcount, and investment KPIs to drive the product roadmap.

What you will do

• Serve as the dedicated finance partner to Product & Engineering leadership.
• Evaluate unit-level economics, engineering headcount, and investment KPIs.
• Prepare monthly and quarterly management reporting.
• Analyze financial results and track key trends.
• Communicate business risks and insights to senior leadership.
• Utilize Pigment and Claude AI to automate finance workflows.
• Perform ad-hoc business case evaluations and scenario analyses.
• Partner with Accounting during the month-end close process.
• Complete variance analysis and assist with R&D financial reporting.

Required qualifications

• 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).
• Comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Tech-savvy with strong analytical skills.
• Excellent communication, interpersonal, and presentation skills.

Nice to have

• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).

Benefits

• Performance bonus
• Benefits
• Other applicable incentive compensation plans

About the company

Salesloft is building a Predictive Revenue System by combining scale, insights, and AI innovation. The company enables humans and AI to work together to make smarter decisions and drive consistent growth.