CATALIS · 2 hours ago
Senior Financial Analyst - Alpharetta, GA
Alpharetta, GA
Full-time
Hybrid
Mid, Senior Level
2+ years expCatalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations. The Financial Analyst will lead financial support for the FP&A team and software verticals, partnering with leadership to drive financial performance and deliver actionable insights.
Computer Software
Hiring Manager
Debra Kernop
Responsibilities
Develop and maintain sophisticated financial models to support forecasting, annual budgeting, and long-range planning for assigned software verticals. Incorporate could-specific metrics such as ARR, MRR, Gross/Net Retention, Churn, and customer acquisition costs
Develop and deliver concise, high-impact management reports, exhibits, and dashboards tailored to vertical leadership and senior audiences. Translate complex financial data into clear, actionable insights
Conduct thorough variance analysis to identify drivers of performance beyond the numbers, including operations, market, and customer trends. Provide root-cause insights and recommendations to optimize business outcomes
Partner with vertical and senior business leadership to craft compelling financial and strategic narratives for board presentations, investor updates, and internal reviews. Align storytelling with business objectives and market dynamics
Act as a strategic partner to business partners, providing real-time financial guidance on business performance, investment decisions, and resource allocation to drive efficiency and growth
Define and track key performance indicators (KPIs) specific to cloud-software, such as customer lifetime value (LTV), annual recurring revenue (ARR), monthly recurring revenue (MRR), customer acquisition costs (CAC) economics, gross and net margin waterfalls and retention, and other trends
Support special projects, including M&A evaluations, competitive benchmarking, and scenario planning to drive vertical growth and profitability
Identify opportunities to streamline FP&A processes, enhance data accuracy, and leverage automation tools to improve efficiency
Review and analyze existing and new purchase orders for remaining levels of spend in accordance with budgeted allowances and provide first line approvals / rejections of unbudgeted purchase request
Qualification
Required
Bachelor's Degree in finance, accounting, economics or related field
Minimum of 2-4 years of progressive FP&A experience, with a track record of supporting senior leadership in a software company
Advanced proficiency in financial modeling and Excel (pivot tables, complex lookup formulas, etc.)
Experience with cloud-based FP&A tools (e.g., Adaptive Insights and NetSuite) and BI platforms
Familiarity with SaaS models, metrics, revenue recognition principles, and margin analysis
Exceptional ability to perform deep variance analysis, connecting financial results to operational and market drivers
Outstanding verbal and written communication skills, with a knack for crafting clear, persuasive financial narratives for diverse audiences
Proven ability to build relationships and influence stakeholders at all levels
Thrives in a fast-paced, growth-oriented software environment with an ability to prioritize effectively
Excellent analytical and organizational skills
Benefits
Competitive salary and benefits package, including health, dental, vision insurance
Unlimited PTO (paid time off)
HSA and FSA options
401(k) plan with matching contributions
Paid parental leave
ABLE matching contributions for the disability community
Employer paid short term and long-term disability insurance and group term life insurance
Financial and legal assistance through our EAP (Employee Assistance Program)
Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
Company
CATALIS
Catalis is the transformational SaaS and integrated payments partner powering all levels and sizes of government – municipalities, counties, states, and federal agencies.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Downs, MBA
Chief Financial Officer
Bill Brice
Chief Operating Officer
Company data provided by crunchbase