Principal Financial Analyst

2 hours, 30 minutes ago
Full-time
Lead
Finance and Accounting
WorkWave

WorkWave

WorkWave provides field service management software solutions to automate business operations, improve efficiency, and enhance customer experiences through a suite of products like PestPac® and WorkWave Service™.

Professional Services
251-1K
Founded 1984

Description

  • Serve as the primary financial business partner for assigned business units and build trusted relationships with senior leaders and operational teams.
  • Translate complex financial data into clear, actionable insights that support strategic planning and decision-making.
  • Identify financial risks and opportunities and communicate findings to finance and business leadership.
  • Partner with accounting, operations, sales, and HR to ensure financial alignment across functions.
  • Lead annual budgeting and quarterly forecasting for supported business units.
  • Develop, maintain, and improve financial models for scenario analysis, variance analysis, and long-range planning.
  • Analyze monthly and quarterly results and provide variance commentary versus budget, forecast, and prior year.
  • Support the monthly close process in partnership with the accounting team.
  • Prepare and present financial reports, dashboards, and executive-level presentations.
  • Design and maintain KPI tracking tools, management reporting packages, and process automation improvements.
  • Lead ad hoc financial analyses, business case development, and investment evaluations such as ROI, NPV, and payback analysis.
  • Participate in cross-functional strategic initiatives, including M&A due diligence and special projects as needed.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field; MBA, CFA, or CPA is a plus.
  • 5+ years of FP&A experience.
  • At least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
  • Deep understanding of SaaS financial metrics, including ARR, GRR, and NRR.
  • Expertise in financial modeling and Excel.
  • Experience with planning tools such as Adaptive Insights, Anaplan, or Planful.
  • Proficiency with CRM and marketing platforms such as Salesforce, HubSpot, or Marketo.
  • East Coast location preferred.
  • Strong stakeholder management and cross-functional collaboration skills.
  • Experience with data-driven analysis and executive-level reporting is preferred.

Benefits

  • Competitive salary range of $115,000 to $145,000 per year.
  • Remote-first work environment with flexible remote work options.
  • Health and dental insurance.
  • 401(k) with company match.
  • Flexible Time Off policy or generous PTO plan, plus paid holidays.
  • Up to 4 weeks of paid bonding leave.
  • Tuition reimbursement.
  • Employee Assistance Program with 24/7 counseling, financial counseling, legal guidance, and adoption assistance.
  • 24/7 virtual medical care through Teladoc.
  • Quarterly peer-nominated awards, regional discounts, and charitable giving opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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