Senior Financial Analyst
This is a standout opportunity for a hands-on, analytical Senior Financial Analyst to join a fast-growing global SaaS organization and play a key role in financial planning, performance analysis, and business intelligence.
If you enjoy digging into data, building financial models, partnering cross-functionally, and turning complex information into actionable insights, this role offers meaningful impact, exposure to senior leadership, and room to grow within a modern, high-performing Finance team.
The Company
Our client is a well-established, high-growth technology company with a strong international footprint and a reputation for innovation, collaboration, and thoughtful leadership. They operate in a mission-driven space and continue to scale globally through both organic growth and acquisitions.
Their Finance team is evolving quickly, embracing analytics, automation, and AI-enabled decision-making to support the business at scale. This is an environment where strong analysts are trusted, empowered, and encouraged to contribute strategically.
The Role
This is a true FP&A-focused Senior Financial Analyst role with exposure to leadership and cross-functional partners across the organization. You’ll support planning, forecasting, reporting, and business analysis while helping modernize financial insights through BI tools and AI-enabled analytics.
You’ll work closely with Finance, Operations, Product, and other teams to deliver clear reporting, build models, and provide insight into performance drivers.
What you’ll be doing:
• Leading financial analysis, forecasting, and variance analysis to support strategic decision-making.
• Building and maintaining financial models and performance metrics to evaluate trends and business outcomes.
• Developing financial and operational reporting, including dashboards and KPIs.
• Designing BI reports and dashboards using tools such as Looker, Domo, or equivalent platforms.
• Partnering cross-functionally to define metrics and deliver insights aligned with business objectives.
• Translating complex data into clear recommendations for stakeholders and leadership.
• Preparing recurring and ad-hoc reporting packages and analytical presentations.
• Identifying opportunities to improve finance processes, reporting accuracy, and efficiency.
• You’ll also support AI and automation initiatives across Finance by helping identify opportunities, testing AI-powered tools, and generating insights related to performance trends, risks, and cost drivers.
The Candidate:
You’re a curious, detail-oriented finance professional who enjoys working with data and influencing business outcomes. You bring strong FP&A fundamentals, excellent modeling skills, and experience operating in fast-paced, high-growth environments.
What they’re looking for:
• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field.
• Typically 5–8 years of experience in FP&A, financial analysis, or strategic finance, ideally within SaaS or technology.
• Strong financial modeling and analytical skills (advanced Excel required).
• Experience building dashboards and reports using BI tools such as Looker or Domo.
• Working knowledge of R or similar analytical tools is helpful.
• Experience working with ERP systems and financial planning tools.
• Ability to synthesize complex datasets into actionable insights.
• Strong communication skills and comfort presenting to stakeholders.
• Highly organized, proactive, and able to manage multiple priorities independently.
• Willingness to travel across the US/Canada for internal meetings.
How Much
$111,400 – $131,000 USD (Bay Area: $127,200 – $149,700 USD) + Equity, depending on experience and qualifications.
The total compensation package includes:
• Health & dental benefits.
• RRSP match.
• Unlimited PTO, with a minimum of 20 business days.
• Flexible work arrangements.
Where:
Remotely anywhere in the US.
When & How to Apply:
This search is moving quickly. If this sounds like the kind of role where you’d do your best work, apply soon. If you already work with a Recruiter at SWIM, connect with them directly. Otherwise, click Apply to submit your resume.
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