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Financial Analyst

Clearwateranalytics · Office - Boise
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Office - Boise
languages
—
tools
excel, tableau
> stack
exceltableau
> description

Clearwater is seeking a Financial Analyst to join our global Financial Planning & Analysis (FP&A) team.  

 

The Financial Analyst will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.   

  

Responsibilities: 

  • Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, taking into account key SaaS metrics like ARR, MRR, churn, and GRR.  

  • Analyze financial data, business trends, and key performance indicators (KPIs) to identify risks, opportunities, and provide actionable insights to senior leadership.  

  • Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy and provide financial guidance for initiatives like pricing models, product investments, and cost optimization.  

  • Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders, explaining complex financial information to both technical and non-technical audiences.  

  • Support monthly close processes and variance analysis, examining deviations from budget and forecast targets and identifying areas for improvement.  

  • Lead contributions to budgeting, forecasting, and gross margin analysis for SaaS products.  

  • Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.  

  

Qualifications: 

  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.  

  • 3+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.  

  • Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).  

  • Advanced proficiency in Excel for financial modeling and analytics.   

  • Experience with data visualization and BI skills (e.g., Power BI & Tableau) is a plus.  

  • Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.  

  • Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.  

  • Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.  

  • Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.  

  • Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.   

 

Apply at Clearwateranalytics →