Senior Financial Analyst, Fieldwire

• This is a high‑autonomy IC role for someone who takes ownership and executes independently
• 4–6 years of experience in corporate finance, FP&A, or a related analytical role in a fast-paced environment
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related analytical field (e.g., Math, Engineering, Data Science)
• Strong background in B2B SaaS; consulting experience is a plus
• Advanced Excel skills(Power Query/Power Pivot) with a demonstrated ability to build robust, scalable financial models from scratch
• Proficiency in SQL for querying large datasets (Redshift experience preferred)
• Excellent PowerPoint/slide-building skills with strong storytelling capabilities
• Outstanding verbal and written communication skills with the confidence to present independently to senior stakeholders
• Demonstrated ability to work with imperfect data and evolving assumptions while maintaining analytical rigor

Desirable

• We’re seeking a Senior Financial Analyst, FP&A in San Francisco to support the Sr Director of FP&A
• You'll build and maintain financial models, partner with department leaders as a trusted advisor, and own the reports and dashboards that drive executive decisions—working across RevOps, GTM, and functional leadership to keep our forecasts accurate and our financial story clear
• This role sits at the intersection of structured FP&A and the broader needs of a Finance org in transition
• You'll help build the processes that shift us from reactive to proactive
• For the right person, this leads to Manager and Director as the function scales
• Financial Modeling & Forecasting. You'll own and enhance core revenue, OPEX, unit economics, and ROI models. Drive monthly updates, accuracy, and variance investigations
• Budgeting & Business Partnering. Lead budget cycles for assigned functions and act as the primary finance advisor, providing insights that shape resourcing and strategy
• Management Reporting. Build and present executive reporting, business updates, and board-ready materials. Strong visual storytelling
• Revenue & Commission Operations. Support ARR analysis with RevOps. Maintain controls for commission bookings, quota modeling, and CRM audit processes
• Data Integrity & Process Improvement. Reconcile data across ERP, CRM, and BI sources. Diagnose and fix issues. Design repeatable processes that improve quality and reduce manual work
• Reporting Automation & Dashboards. Build automated reports, dashboards, and templates to streamline close, forecasting, and KPI monitoring
• Ad‑Hoc Analysis. Provide fast-turn analysis on ARR, revenue, expenses, headcount, pricing, and P&L topics as executive needs arise