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Updated 2026-06-19 12:00 UTC·© 2025–2026 RoleSuite
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Lead Financial Analyst

Jobgether · US

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead Financial Analyst based in the United States.

This is a high-impact FP&A leadership role at the heart of strategic decision-making. You will act as a key financial partner to senior leadership across Sales, Marketing, Product, Customer Success, and Operations, helping shape how the business invests, scales, and prioritizes growth. The role blends advanced financial modeling, business partnering, and storytelling to turn complex data into clear, actionable insights. You will own critical planning cycles, including budgeting, forecasting, and long-range planning, with full P&L visibility. Beyond analysis, you will influence executive decisions by translating performance trends into strategic recommendations. This is a highly visible role where finance directly drives operational and company-wide direction. You will also contribute to building more scalable, AI-enabled financial systems in a fast-moving, growth-oriented environment.

Accountabilities:

Own and drive core FP&A processes including annual budgeting, quarterly forecasting, and long-range planning across key areas of the business. Build and maintain full P&L financial models covering revenue, expenses, headcount, and scenario planning to support strategic trade-offs. Act as a trusted finance partner to senior leaders, translating financial and operational data into insights that inform growth, investment, and resource allocation decisions. Lead monthly and quarterly business reviews, delivering variance analysis, performance narratives, and forward-looking recommendations. Support key strategic initiatives such as pricing, investment cases, and product or operational decisions through deep financial analysis. Develop scalable financial reporting, dashboards, and planning tools to improve decision speed and accuracy. Drive the evolution of FP&A processes, leveraging automation and AI-enabled tools to improve efficiency and insight quality.

  • Own budgeting, forecasting, and long-range planning cycles end-to-end
  • Build and maintain full P&L models and scenario analyses
  • Partner with senior leaders across GTM and product teams on strategic decisions
  • Lead variance analysis and performance reporting for executive leadership
  • Support high-impact initiatives including pricing, investment cases, and resource allocation
  • Improve FP&A systems, dashboards, and reporting infrastructure
  • Drive automation and AI-enabled enhancements across financial processes
  • Requirements:

    You bring 5+ years of experience in FP&A, corporate finance, or financial analysis with ownership of planning and forecasting processes in a high-growth environment. You are highly skilled in financial modeling, with strong proficiency in Excel or Google Sheets, including scenario planning and large dataset analysis. You have a proven ability to partner with and influence senior stakeholders through clear, structured financial storytelling. Strong SaaS and subscription business understanding is highly valued, including metrics such as ARR, NRR, LTV, and CAC. You are comfortable working across ambiguity, independently driving complex analysis and delivering executive-ready insights. Experience with automation tools, AI-enabled workflows, or scripting is a strong advantage, as is familiarity with FP&A platforms and BI tools. Above all, you combine analytical depth with strong communication and business acumen.

    • 5+ years in FP&A, corporate finance, or financial analysis roles
    • Strong financial modeling and forecasting skills (Excel/Google Sheets)
    • Experience managing full P&L planning and reporting processes
    • Ability to influence senior leaders through data-driven storytelling
    • Strong understanding of SaaS metrics and subscription business models
    • Experience with automation, AI tools, or financial workflow optimization
    • Exposure to FP&A tools (e.g., Pigment, Anaplan) and BI platforms is a plus
    • Benefits:

      • Competitive base salary ($100,000–$140,000 range) plus bonus eligibility (up to 10%)
      • Comprehensive medical, dental, vision, and life insurance coverage
      • 401(k) retirement plan with employer matching
      • Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) options
      • Unlimited PTO with additional company-wide seasonal time off
      • Paid parental and medical leave programs
      • Mental health reimbursement and wellness support
      • Remote-friendly and flexible working environment
      • Retirement and financial wellness benefits including employer match programs.

Finance pay context

Based on 2,592 disclosed Finance salaries on RoleSuite, the role pays a median of $117K/year, with most offers between $88K and $157K (10th–90th percentile: $70K–$197K).

This posting lists $100K–$140K, in line with the $117K market median.

See the full Finance salary breakdown →
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