Senior Financial Analyst

Job summary

The Senior Financial Analyst will own core planning, forecasting, and reporting workstreams while partnering with business leaders to provide financial outlooks and decision support. They are responsible for maintaining EPM models, analyzing SaaS performance metrics, and preparing management-ready materials for senior stakeholders.

Job details

This existing position is open to all candidates based in the United States or Canada. JOB SUMMARY The Senior Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for owning core planning, forecasting, reporting, and decision-support workstreams. This role partners directly with business leaders to translate operating performance into a clear financial outlook, identify risks and opportunities, and deliver practical recommendations. The successful candidate combines strong financial modeling and analytical skills with sound judgment, attention to detail, and the ability to communicate effectively with senior stakeholders. Primary Duties and Responsibilities * Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs. * Serve as trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs. * Lead recurring monthly and quarterly reporting for assigned areas, 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 relevant operating metrics. * Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support as needed. * Develop strong cross-functional relationships and communicate conclusions, risks, and recommendations clearly to both financial and non-financial audiences. * Independently take high-level requests from initial question through substantially complete, review-ready output with limited direction. Minimum Skills and Qualifications * 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 Skills and Qualifications * 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 a huge plus * Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency desirable * Prior experience with PE backed companies desirable VelocityEHS is committed to competitive, fair, and equitable compensation practices by offering market-based salary ranges. The expected salary range for this position is between $91,600 and $113,900 CAD (Canada). The expected salary range for this position is between $104,550 and $129,500 USD (United States). We aim to hire between the minimum and midpoint of the salary range and offers at the maximum of the range are uncommon. The final offered salary will be based on candidate’s proficiency in skill set, prior relevant experience, internal equity, market considerations, and other factors. This role is also eligible for our comprehensive benefits package. We welcome and encourage diversity in the workplace. VelocityEHS is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous/Native American status, or disability. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting hrpolicy@ehs.com Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. VelocityEHS does not accept unsolicited headhunters and agency resumes. VelocityEHS will not pay fees to any third-party agency or company that does not have a signed agreement with VelocityEHS. #LI-Remote #BI-Remote

What you’ll do

The Senior Financial Analyst will own core planning, forecasting, and reporting workstreams while partnering with business leaders to provide financial outlooks and decision support. They are responsible for maintaining EPM models, analyzing SaaS performance metrics, and preparing management-ready materials for senior stakeholders.

Requirements

Candidates must hold a Bachelor's degree in Accounting or Finance and possess at least 3 years of relevant experience. Proficiency in Microsoft Excel, PowerPoint, and a fundamental understanding of 3-statement financial modeling are required.

Benefits

• Comprehensive benefits package

Listed skills

• Financial planning · Preferred
• Forecasting · Preferred
• Reporting · Preferred
• Revenue Recognition · Preferred
• Microsoft Excel · Preferred
• Budgeting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial modeling
• Financial planning
• Forecasting
• Reporting
• Data integrity
• SaaS metrics
• Revenue recognition
• EPM systems
• Microsoft Excel
• Microsoft PowerPoint
• Budgeting
• Profitability analysis
• Investment evaluation
• EBITDA
• Working capital
• M&A support
• Strategic Analysis
• Public Accounting
• Workday Adaptive Planning
• Anaplan
• Strong Work Ethic
• Planning
• Self-Motivation
• Analytical Skills
• Accounting
• Auditing
• Business To Business
• Management
• Investments
• Software As A Service (SaaS)
• Communication
• Data Integrity
• Decision Support Systems
• Finance
• Equity Markets
• Sales
• Financial Analysis
• Financial Modeling
• Financial Planning
• Generally Accepted Accounting Principles
• Microsoft Outlook
• Working Capital
• Quarterly Finance Reports
• Revenue Recognition
• Spend Management
• Process Improvement
• NextGen Enterprise Practice Management
• Consolidation
• Detail Oriented

Job areas

• Finance & Accounting
• Software
• Data & Analytics
• Management & Leadership
• Financial Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts