Senior Financial Analyst - US Remote

3 hours, 23 minutes ago
Full-time
Senior
Data Science and Analytics
PerfectServe

PerfectServe

PerfectServe provides a comprehensive and secure care team collaboration platform designed to optimize provider scheduling and streamline clinical communication, thereby enhancing patient care and ensuring HIPAA compliance.

Internet Software & Services
251-1K
Founded 2000
$33M raised

Description

  • Own and maintain the company's rolling forecast model for revenue, headcount, and operating expense.
  • Lead quarterly reforecast cycles with department heads and analyze variances versus budget and prior forecast.
  • Support the annual operating plan through departmental build-ups, scenario modeling, and executive review presentations.
  • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including the board and PE sponsor.
  • Develop and maintain SaaS KPI reporting, including ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn.
  • Maintain customer-level ARR tracking and ensure ARR data integrity across systems.
  • Build variance analysis that clearly bridges actuals to budget and forecast.
  • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy.
  • Partner with functional leaders on headcount planning, quota and commission modeling, and budget management.
  • Build scenario and sensitivity models to support pricing, go-to-market, and M&A diligence decisions.

Requirements

  • 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role.
  • Prior experience in a SaaS or subscription-based technology company is strongly preferred.
  • Proficiency in Excel financial modeling, including multi-tab P&L models, scenario analysis, and dynamic lookups; VBA or macro experience is a plus.
  • Strong command of SaaS metrics, including ARR, MRR, NRR, GRR, CAC, LTV, churn, and bookings.
  • Familiarity with GAAP revenue recognition principles, including ASC 606.
  • Excellent written and verbal communication skills with the ability to present clearly to operational and executive audiences.
  • High attention to detail with the ability to manage multiple deliverables under deadline.
  • Experience with Jedox, Adaptive Insights, Anaplan, or similar FP&A/EPM platforms is preferred.
  • Exposure to PE-backed company reporting requirements, including investor packages, covenant compliance, and board materials, is preferred.
  • Experience with Salesforce or CRM data in revenue and pipeline reporting is preferred.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus but not required.

Benefits

  • Salary range of $80,000 to $100,000 USD per year.
  • Remote-first work environment.
  • Health, dental, vision, life, and disability insurance options available on day one.
  • 401(k) with company match and immediate vesting.
  • 17 company holidays, 2 floating holidays, and a competitive paid time off policy.
  • Internal advancement opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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