Senior Financial Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Synergy Search · 2 days ago

Senior Financial Analyst

Synergy Search is a PE-backed SaaS business hiring a Senior Financial Analyst to join a strategic FP&A team. This role will drive planning, forecasting, and reporting across the organization while partnering with senior leadership.

Staffing & Recruiting
Hiring Manager
Brian Black, CPA
linkedin

Responsibilities

Build and automate Power BI + Excel dashboards for financial reporting
Drive headcount planning, budgeting, and forecasting cycles
Translate complex financial data into clear, actionable insights
Partner with business leaders to evaluate spend, quotas, and resourcing
Support special projects and decision support modeling
Maintain accuracy across multiple data sources and systems

Qualification

Power BIExcelFP&A experienceSaaS industry experienceCommunicator

Required

4–7 years of experience in FP&A or financial analysis
Power BI and Excel proficiency required
Strong communicator with leadership-facing presence
Based in EST or CST time zones only – no exceptions

Preferred

Experience supporting $200M+ annual revenue orgs preferred
SaaS industry experience a major plus

Company

Synergy Search

twitter
company-logo
We are led entirely by CPAs, former public accountants, and finance professionals.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Josh Volinsky, CPA
President & Co-Founder
linkedin
leader-logo
Mark Hammond, MBA
Managing Partner, Co-Founder
linkedin
Company data provided by crunchbase