Principal Financial Analyst

Role Overview

• Architect of the Company-wide rolling forecast
• Collaborate with Finance Leadership on building and maintaining the consolidated financial forecast (P&L, Cash, Headcount Planning).
• Prepare executive-ready reporting packages (P&L, Balance Sheet, and Cash Flow) that highlight key performance drivers and risks to the annual plan
• Conduct deep-dive variance analysis (Actual vs. Forecast vs. Budget) and trend analyses to provide leadership with actionable insights into margin fluctuations and OpEx spending.
• Develop scenario and sensitivity analyses to stress-test assumptions around growth, client concentration, margin, and hiring.
• Assist in producing the financial narrative and supporting materials for board meetings, investor updates, and leadership reviews.
• Assist with the fiscal year planning and own the long-range models.
• Act as the team's subject matter expert on Abacum, owning model structure, data integrations, driver logic, and new use cases. Serve as the go to resource for other FP&A team members working in the tool.
• Finance business partner to SLT and Management
• Partner with cross-functional partners and leadership on forecasts, budgets, margin improvement plans, workforce planning, capacity models, and operating cost structure that sits underneath Delivery and S&T.
• Partner with the engineering leadership on the technology budget, platform costs including cloud and infrastructure spend, SaaS and tooling, and capitalized vs expensed effort.
• Translate operational metrics into financial impact and vice versa, so operations leaders can see the P&L consequences of staffing, tech efficiency, and other delivery decisions.
• Review operating expense budgets, flag risks and opportunities. Support client and workstream-level reviews by pairing margin analysis (led by the workstream analyst) with the broader operations cost picture.

Requirements

• 3+ years of experience in FP&A, corporate finance, or strategic finance experience, ideally in a SaaS, or tech-enabled services company.
• Strong three-statement modeling skills and a track record of owning a consolidated forecast or a meaningful slice of one.
• Comfortable with operational and engineering cost drivers and working with SLT: you do not need to have been a COO or CTO partner before, but you should be energized by the prospect
• Excellent Excel / Google Sheets skills. Experience with business intelligence software is a plus.
• Adept at using AI to avoid complexity in models.
• Hands-on experience with forecasting tools is strongly preferred. Candidates without direct Abacum experience should have deep proficiency in a comparable planning tool (Anaplan, Pigment, Adaptive, Cube, or similar) and the appetite to become our internal subject matter expert on Abacum quickly.
• A communication style that works with both finance and non-finance audiences. Ability to tell a clear, concise financial story to executives and also non-financial people.
• Proactive and can infer the finance leadership’s intent and progress confidently with low supervision.

Mindset & Skills

• Critical and analytical thinker: you solve problems, challenge assumptions, connect patterns across data sets, and bring structure to ambiguity.
• Advanced financial modeling skills and experience building integrated three-statement models.
• Technology-forward: genuine enthusiasm for AI, automation, and modern finance tooling, with a track record of reducing manual work and improving output quality.
• Commitment to accuracy: You care about getting the numbers right and building processes that make precision the default, not the exception.
• Strong communicator: ability to translate financial complexity into clear, actionable insights for non-finance stakeholders.
• Comfortable in a hands-on role within a fast-growing, PE-backed business where pace and accountability matter.

Tech Stack

• Cloud

Benefits

• Great Mission and Culture
• Meaningful Work
• Market competitive salary
• Quarterly variable compensation
• Comprehensive medical cover
• Group life insurance
• Personal development and growth opportunities
• Periodic team building and social events