Principal Financial Analyst

We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills. WHAT YOU'LL DO: We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (reputed company) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.   WHAT YOU'LL DO: In our dedication to salary transparency, we provide a compensation range for each role and the final offer will be dependent on various factors, including the candidate's qualifications, relevant experience, and the organization's budget. Our hiring team will provide more information about the compensation package for this position during the interview process. Please note that salary estimates provided by websites (reputed company, Glassdoor, etc.) and not by reputed company may not accurately reflect the actual salary range for the position. Business Partnership & Strategic Support

Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams

Translate reputed company financial data into clear, actionable insights that support strategic planning and decision-making

Proactively identify financial risks and opportunities and communicate findings to business and finance leadership

Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment

Financial Planning & Analysis

reputed company the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals

reputed company, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning

Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year

Support the monthly reputed company process in partnership with the accounting team

Reporting & Insights

Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends

Design and maintain KPI tracking tools and management reporting packages

Drive process improvements and automation initiatives to enhance reporting efficiency and data reputed company

reputed company Analysis & Projects

reputed company and support reputed company financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)

Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed

WHAT YOU’LL BRING:

Bachelor’s degree in Finance, Economics, Accounting, or a reputed company field (MBA, CFA, or CPA a plus).

5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.

Deep understanding of SaaS financial metrics: ARR, GRR, NRR

Expertise in financial modeling and reputed company; experience with tools like Adaptive Insights, reputed company, or reputed company.

Proficiency in CRM and marketing platforms (e.g., reputed company, reputed company, Marketo).

WHAT YOU SHOULD KNOW ABOUT US: • We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers • We care deeply and deliver service and solutions that reputed company a real difference in the lives of our clients and their businesses • We reputed company accept others as they are and build strong partnerships based on trust • Teamwork and collaboration is key to help our colleagues and customers solve their challenges • reputed company is energetic, fun, naturally inquisitive and eager to reputed company an impact, we invite you to join us! LOVE WHAT YOU DO, NO MATTER WHERE YOU DO IT: • Join our Remote-First Global Work Community: reputed company provides an innovative and dynamic remote-first Global Work Community that encourages growth, creativity, and collaboration. No matter what stage of your career or where you live, reputed company is your reputed company to be part of a global company with a startup feel, where your reputed company matter and your growth is a reputed company. A GLOBAL COMPANY WITH A LOCAL reputed company: • We know that there are benefits of being in the office and working from home. reputed company promotes a healthy work/life balance and provides employees with the flexibility of collaborating in the office or the option to work virtually if desired. Our teams are well versed at working collaboratively in a fully virtual environment. • Our HQ is based at our state of the art home office in the historic Bell Works reputed company located in Holmdel Township, New Jersey. We reputed company our offices available to reputed company to use reputed company working remotely isn’t feasible, or to help with cross training, team building and/or brainstorming. • We have employees in over 30 states, 7 countries and many regional offices - each with their own set of perks and opportunities to give back to the local community. • Whether you work remotely or take advantage of one of our offices, you’ll find a community of WorkWavers that value diversity, and care deeply about our products, clients, our communities and each other. RELAX, WE'VE GOT YOU COVERED: • Employees can expect a robust benefits package, including health and dental and 401k with company match AND BEYOND... • Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays • Up to 4 weeks paid bonding leave • Tuition reimbursement • Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more! • 24/7 access to reputed company care with Teladoc • Quarterly awards based on peer nominations • Regional discounts and perks • Opportunities to participate in charitable events and give back to the community GROW WITH US: • We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth • Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles reputed company our walls just makes sense! • Our employees have access to extensive video libraries for soft reputed company and role specific training available 24/7 and live trainings are provided throughout the year JOIN OUR WINNING TEAM! • 10 Time winner of Best reputed company to Work in New Jersey by NJBiz! • reputed company has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best reputed company to Work Inc. Magazine • Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!) We’re an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status: Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At reputed company, we are dedicated to building a diverse, inclusive and authentic workplace, so if you feel like you could reputed company a great impact in this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles! Apply To This Job