Financial Analyst, Flosum
SaaS
Office located in San Ramon, CA
Salesforce DevlOps and backup solution
Open for applications
Salesforce DevlOps and backup solution
21-100 employees
Open for applications
Office located in San Ramon, CA
21-100 employees
Company mission
To help Fortune 100 companies accelerate digital transformation on Salesforce.
Role
Who you are
- 2–4 years of experience in Financial Planning & Analysis (FP&A), ideally in a SaaS or recurring revenue environment
- Strong understanding of SaaS metrics (retention, churn, expansion, CAC, LTV, gross margin, Rule of 40, etc.)
- Experience creating budgets, forecasts, and financial models
- Advanced proficiency in Excel and Google Sheets (formulas, pivot tables, modeling)
- Hands-on experience with Salesforce or similar CRM/ERP systems
- Ability to work independently, stay organized, and thrive in a fast-paced environment
- Excellent communication skills—you can explain financial insights clearly to non-finance teammates
- High attention to detail, integrity, and accuracy
What the job involves
- We’re now looking for our first Financial Analyst to join our team and take ownership of financial planning and analysis, SaaS metrics, and operational finance
- This is a high-impact role where you’ll be the go-to finance partner for the business—working closely with leadership, sales, and marketing teams to ensure we’re running a disciplined and data-driven operation
- Financial Planning & Budgeting:
- Build, manage, and maintain company budgets, including department-level budgets
- Reconcile actual vs. target budgets and provide variance analysis
- Partner with team leaders to review and approve budgets on a monthly basis
- SaaS Metrics & Analytics:
- Create, track, and report on core SaaS metrics (ARR, MRR, churn, retention, expansion, CAC, LTV, etc.)
- Provide monthly and quarterly dashboards that drive executive decision-making
- Analyze pipeline, bookings, renewals, and customer trends to ensure sustainable growth
- Cash Flow & Forecasting:
- Build and maintain cash flow forecasts to ensure strong liquidity and predictability
- Model financial scenarios to support executive and board-level decisions
- Marketing ROI & Spend Alignment:
- Work with the marketing team to track ROI across campaigns
- Drive alignment between financial goals and marketing spend efficiency
- Tools & Data Integrity:
- Manage financial reporting through Salesforce, Excel, and Google Sheets
- Ensure data cleanliness, accuracy, and alignment across systems
- Operational Finance & Administration:
- Support payroll, vendor invoices, accounts payable/receivable reconciliation
- Assist with compliance, audits, and financial record-keeping
- Own end-to-end reporting processes that keep leadership informed and accountable
Our take
Flosum is a leading DevOps, data management and protection platform built entirely on Salesforce. This means that customers don't need to worry about their data leaving the trusted Salesforce environment. Designed with built-in AI and automation, it simplifies the management of Salesforce so that teams can move faster while maintaining their security.
It serves global enterprises in some highly regulated industries too, like healthcare, finance, and manufacturing - businesses where mistakes really aren't an option. Customers like Cargill, GE Healthcare, and Hilton all trust Flosum to streamline their development workflows and keep their systems running smoothly. The company's setting itself apart by giving teams complete control, so they can customize how AI supports their processes, all while staying compliant with industry regulations.
Recently, the company joined the AWS ISV Accelerate Program and launched on AWS Marketplace, marking a huge step forward in platform accessibility for enterprise customers. It also unveiled powerful new AI features powered by Agentforce, bringing smarter automation and tighter security to every release. As AI becomes a bigger part of the tech world, Flosum is well-positioned to continue helping businesses feel confident in their field.
Freddie
Company Specialist at Welcome to the Jungle
Company
Company HQ
Mountain View, CA
Leadership
Girish Jashnani
(CEO)Girish has served as the CEO of Flosum since 2015.
Salary benchmarks
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