This role is designed for a detail-oriented financial professional passionate about transforming data into strategic insight. You will work across departments to refine budgeting and forecasting processes, deliver clear financial analysis, and support long-term planning efforts.
Key Responsibilities
- Collaborate with department leaders to guide budget development, forecast cycles, and multi-year planning initiatives
- Produce and interpret financial and operational reports, analyzing performance against projections
- Design and maintain scalable financial models covering headcount, departmental costs, revenue projections, and investment scenarios
- Identify and communicate the root causes behind financial variances, highlighting risks and growth opportunities
- Support reporting on SaaS-specific metrics such as annual recurring revenue, churn, retention, and sales performance indicators
- Develop scenario analyses and financial justifications for strategic projects and resource decisions
- Ensure consistency between accounting records and management reporting through close coordination with the accounting team
- Enhance reporting efficiency by leveraging automation and AI tools within PowerBI
- Prepare financial summaries and analyses for executive leadership and board-level presentations
What We’re Looking For
- Strong analytical capabilities and experience interpreting complex data sets
- Ability to translate financial and operational results into actionable business recommendations
- Hands-on experience with PowerBI or comparable data visualization platforms
- Proven skill in building and maintaining dynamic financial models
Work Environment
This position supports a distributed workforce with team members across the greater Boston area, the United Kingdom, and Colombia. The role operates in a fast-paced, high-growth setting focused on continuous improvement and operational excellence.
Company Environment
The organization fosters a culture employees value, recognized as a top workplace by regional and national publications. It emphasizes building both a supportive internal environment and a product customers rely on. Awards include recognition as a Best Place to Work and one of the 50 Best Companies to Sell For.
