Senior Financial Analyst

VelocityEHS

. Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs .

Posted 10/13/2026full-timeRemote • United States, CanadaSenior💰 $104,550 - $129,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budget management, and SaaS performance metrics, with a strong ability to communicate insights and recommendations to diverse audiences. Proficient in maintaining EPM models and implementing process improvements to enhance accuracy and efficiency.

Highest-signal resume keywords

Financial AnalysisBudget ManagementEPM Systems ExperienceSaaS Financial Metrics UnderstandingGAAP Revenue Recognition

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingData AnalysisBudgetingForecastingReporting

Soft Skills

Attention to DetailSelf-MotivatedTeam PlayerCommunication

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointWorkday Adaptive PlanningPigmentAnaplan

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in Finance

Industry Keywords

SaaSM&APublic AccountingB2BPE Backed Companies

About the role

Key responsibilities & impact

Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs
Serve as a trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs
Lead recurring monthly and quarterly reporting, including close review, BvA, and Board-level reporting
Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting
Maintain EPM models, reporting structures, and data integrity
Identify and implement process improvements that increase accuracy and efficiency
Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other operating metrics
Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support
Develop cross-functional relationships and communicate conclusions, risks, and recommendations to financial and non-financial audiences
Take high-level requests from initial question through substantially complete, review-ready output with limited direction

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or equivalent
Minimum 3 years accounting and/or financial analysis experience
Strong work ethic, high attention to detail, self-motivated, team player
Proficient in Microsoft Excel & PowerPoint
Fundamental understanding of 3 statement financial model
Preferred: 4+ years in public accounting (Audit/Transaction Services) or FP&A role, ideally within a B2B SaaS company
Experience with EPM systems (Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.)
Understanding of SaaS financial metrics such as CAC, retention, MRR, pipeline, etc.
Understanding of GAAP revenue recognition principles for SaaS companies
Experience with Workday Adaptive Planning is a huge plus
Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency desirable
Prior experience with PE backed companies desirable

Benefits

Comp & perks

Comprehensive benefits package
Competitive, fair, and equitable compensation practices