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

Level Access · 4 hours ago

Senior Financial Analyst

Level Access is leading the digital accessibility revolution, helping global enterprises create inclusive digital experiences. The Senior Financial Analyst will drive planning, forecasting, and performance insights, focusing on company-wide FP&A and supporting executives with data-driven analysis.

ConsultingEducationGovernmentInformation ServicesInformation TechnologySoftwareTraining

Responsibilities

Be responsible for the consolidated company financial model, including revenue, expense, cash flow, and headcount forecasts
Lead annual budget and rolling forecast cycles in partnership with functional leaders (GTM, R&D, G&A, Customer Success)
Perform scenario modeling on growth, hiring, and margin profiles to support strategic decisions and trade-offs
Build and maintain detailed SaaS metrics financial reporting, including ARR, NRR/GRR, Revenue/FTE amongst others
Partner with RevOps to stay aligned on operational KPIs that drive Financial performance
Partner with department leaders to manage budgets, track variances, and identify efficiency opportunities across Opex (R&D, S&M, G&A)
Develop headcount and labor cost models that align hiring plans with revenue and margin targets
Compose standardized monthly budget vs. actuals packages, including commentary and trend analysis for leadership
Prepare monthly and quarterly reporting packages for the executive team, highlighting key variances, risks, and opportunities
Support creation of board materials, and investor presentations
Translate sophisticated analyses into concise stories for non-finance partners
Evaluate investments in product, AI capabilities, GTM initiatives, and partnerships using ROI, payback, and unit economics
Support pricing, packaging, and commercial strategy analysis in coordination with Product and GTM teams
Lead ad hoc deep dives on topics such as SaaS vs. Services mix, margin expansion, and capital allocation
Improve FP&A processes, calendars, and templates to increase accuracy, speed, and repeatability of reporting cycles
Help enhance the finance tech stack (e.g., planning tools, BI, ERP) and ensure alignment of data definitions across systems
Promote a culture of data integrity, consistent KPI definitions, and self-serve reporting where feasible

Qualification

FP&A experienceSaaS economicsAdvanced Excel/SheetsFinancial systems experienceAnalytical skillsBachelor's degreeCommunication skillsProblem-solving skills

Required

4–7 years of progressive experience in FP&A or corporate finance, including time at a B2B SaaS or recurring revenue company
Strong command of SaaS economics and metrics (ARR, NRR/GRR, CAC, LTV, payback, cohort analysis, revenue recognition concepts)
Advanced Excel/Sheets skills and experience building and maintaining integrated financial models
Experience working with financial systems and data tools (e.g., ERP, CRM, planning and BI tools)
Excellent analytical, problem-solving, and communication skills, with the ability to distill sophisticated data into actionable insights
Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred

Experience in a high-growth SaaS company in the ~$50–200M ARR range
Prior involvement in board reporting, investor relations support, or long-range planning
Familiarity with accessibility, compliance, or related software markets is a plus

Benefits

Competitive benefits package
Unlimited vacation/FTO

Company

Level Access

company-logo
Level Access provides digital accessibility compliance solutions to address the ADA, WCAG, CVAA, AODA, Mandate 376, and Section 508.

Funding

Current Stage
Late Stage
Total Funding
$40M
Key Investors
JMI Equity
2017-04-24Series A· $40M

Leadership Team

leader-logo
Jen Kurtz
Chief Technology Officer
linkedin
Company data provided by crunchbase