Senior Financial Analyst Job at S+H Search, Plano, TX

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  • S+H Search
  • Plano, TX

Job Description

Job Title: Senior Financial Analyst

Location: Plano, TX (Hybrid)

Industry: SaaS / Technology

Employment Type: Full-Time

About the Company:

We are a fast-growing SaaS company headquartered in Plano, TX, focused on delivering innovative software solutions to enterprises across the globe. As we continue to scale, we are looking for a data-driven and business-minded Senior Financial Analyst to join our high-performing finance team.

Job Summary:

The Senior Financial Analyst will play a key role in financial planning, forecasting, and business partnering across departments—particularly Sales. You will analyze business performance, deliver actionable insights, and support strategic decision-making as the company scales rapidly.

Key Responsibilities:

  • Partner with Sales, Marketing, and Operations teams to develop and manage budgets, forecasts, and long-range plans
  • Analyze sales performance, commission structures, pipeline trends, and customer acquisition metrics
  • Develop and maintain financial models to support SaaS metrics, revenue forecasting, and scenario analysis
  • Track key SaaS KPIs such as ARR, churn, CAC, LTV, and customer cohort behavior
  • Present insights and recommendations to leadership to drive business performance
  • Assist with board reporting, investor relations, and ad hoc analysis
  • Continuously improve financial processes, systems, and reporting tools

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA a plus
  • 4+ years of experience in financial analysis or FP&A, preferably in a SaaS or high-growth tech environment
  • Experience in sales finance or supporting sales organizations is highly preferred
  • Advanced Excel skills; experience with financial modeling and scenario analysis
  • Strong analytical, problem-solving, and communication skills
  • Familiarity with tools like NetSuite, Salesforce, Tableau, or other BI platforms is a plus

Job Tags

Full time,

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