Financial Analyst
Core
Primary finance partner supporting the Sales & Marketing organization by driving monthly reporting, KPI tracking, and annual budget processes.
Role type
Financial Analyst (FP&A)
Builds
Dynamic financial models, SaaS revenue forecasts, and Sales-centric KPI dashboards (ARR, retention, churn).
Domain
Healthcare Technology / SaaS
Required skills
Financial modeling, forecasting, variance analysis, SaaS metrics (ARR, retention, churn, CAC, LTV), Excel, PowerPoint
Preferred skills
Data visualization (Power BI), NetSuite ERP, Workday Adaptive Planning, MBA, CPA, CFA
Responsibilities
Support monthly financial reporting and KPI metric tracking; Build and maintain financial models for forecasts and budgeting; Prepare Sales centric KPIs to monitor business health; Support revenue planning and SaaS revenue forecasting.
Seniority
Mid-level (1-3 years experience)