Financial Analyst

Remote (United States)

Job Details

Location: United States

Workplace: Remote

Employment Type: Full-time

Experience: 2+ years in finance, accounting, sales compensation, or financial analysis

Core Areas: Financial Analysis, Sales Commission Calculations, Financial Reporting, SaaS Financial Metrics, Budgeting & Forecasting, Financial Modeling, Variance Analysis, Advanced Excel

Compensation: $96,934 annually, plus bonus incentives

About the Role

This Financial Analyst position focuses on financial reporting, sales commission administration, financial performance analysis, and support for financial planning activities. The role is responsible for calculating variable sales compensation, analyzing subscription revenue metrics, preparing financial reports, and contributing to budgeting and forecasting processes. Accurate financial data, dependable reporting, and actionable financial insights are central to the position.

The Financial Analyst will work closely with Financial Planning & Analysis (FP&A) leadership, Accounting, and Revenue Operations to maintain accurate commission records, evaluate Annual Recurring Revenue (ARR) and customer retention metrics, and improve financial models and reporting processes. The position requires practical sales commission experience, strong Excel capabilities, and the analytical skills needed to support financial decisions in a SaaS environment.

What You'll Do

• Manage monthly, quarterly, and annual sales commission calculations by interpreting variable compensation plans and applying their provisions accurately.
• Coordinate with Accounting to verify commission calculations, reconcile discrepancies, and support accurate financial reporting.
• Monitor and analyze SaaS financial performance indicators, including Annual Recurring Revenue (ARR), revenue movements, customer retention, and subscription-based financial metrics.
• Contribute to monthly ARR reporting and identify changes in recurring revenue and retention performance.
• Prepare and support monthly, quarterly, and annual financial reports for executive leadership and investors.
• Assist with annual operating budgets, financial forecasting, and financial planning activities.
• Perform budget-versus-actual analysis and support headcount reporting to help evaluate financial performance.
• Maintain and improve financial models, with an emphasis on reporting accuracy, calculation reliability, and process efficiency.
• Identify opportunities to simplify commission administration, strengthen financial controls within reporting processes, and improve recurring financial workflows.
• Work across Finance, Accounting, and Revenue Operations to maintain consistent financial information and address business reporting needs.

Qualifications

Required Experience

• At least 2 years of relevant professional experience in finance, accounting, sales compensation, or financial analysis.
• Hands-on experience calculating and managing sales commissions or other forms of variable compensation.
• Demonstrated ability to interpret sales commission plans and convert compensation terms into accurate calculations.

Required Skills

• Strong Microsoft Excel proficiency, including working with complex datasets, performing financial calculations, and maintaining financial models.
• Strong financial and analytical capabilities, with the ability to evaluate numerical information, recognize discrepancies, and resolve calculation or reporting issues.
• Excellent attention to detail when reviewing financial data, commission calculations, and reporting outputs.
• Ability to manage recurring reporting deadlines and complete financial tasks within monthly and quarterly reporting cycles.
• Effective written and verbal communication skills for working with Finance, Accounting, Revenue Operations, and other cross-functional stakeholders.

Education & Certifications

• Bachelor's degree in Finance, Accounting, Business, or a related discipline.

Preferred Qualifications

• Previous experience in a SaaS or subscription-based software business.
• Knowledge of SaaS financial metrics, including Annual Recurring Revenue (ARR), gross revenue retention, and net revenue retention.
• Experience contributing to financial budgeting, forecasting, or financial planning processes.
• Understanding of financial statements and the relationships among income statements, balance sheets, and cash flow statements.
• Experience with sales commission management platforms, especially Everstage.
• Familiarity with financial planning software, Salesforce, or financial reporting platforms.
• Experience preparing financial reports or presentations for senior leadership.

Benefits

• Unlimited paid time off (PTO).
• 12 weeks of paid family leave.
• Medical benefits.
• Voluntary dental and vision coverage, including orthodontic benefits.
• Group term life insurance.
• Short-term and long-term disability insurance benefits with pre-tax options.
• Internet and mobile phone expense reimbursements.
• Home office allowance.
• Vacation bonus program.
• Employee Assistance Program (EAP).
• Pet-friendly home working environment.