Senior Financial Analyst

4 weeks ago


Santa Clara, California, United States The Fountain Group Full time

We are seeking a highly skilled Financial Analyst to join our team at The Fountain Group. This is a hybrid role that involves building and developing SaaS metrics, architecting visual presentations, and being a strategist. The ideal candidate will have a strong background in finance, economics, or a related field, and experience with financial systems and data visualization tools.

Key Responsibilities:

  • Build and develop SaaS metrics, including ARR, Bookings, Revenue, Margins, Renewal rate, and Customer Lifetime Value.
  • Own the process of building financial models in Excel, Google Sheets, Tableau, or other systems to set up fully automated models.
  • Architect visual presentations for monthly and quarterly performance review decks, as well as other custom business presentations to senior management.
  • Be a strategist, providing actionable insights and recommendations through data analysis, and collaborating cross-functionally to continually improve metrics alignment, consistency, data integrity, and automation.

Requirements:

  • Bachelor's Degree in Finance, Economics, or a related field.
  • MBA, CPA, or equivalent experience a plus.
  • 5+ years of related FP&A and business analysis experience with a strong record of achievement.
  • Advanced proficiency in Tableau, Excel, and experience with financial systems and data visualization tools.
  • Ability to prioritize business needs, adapt to rapid business changes, meet tight deadlines, and communicate effectively.

Preferred Qualifications:

  • Experience merging, enhancing, and analyzing large data sets utilizing technologies such as SQL, R, or Python.
  • Team player, self-motivated, proactive, organized, and positive attitude.


If you are interested in hearing more about this position, please respond to this posting with your resume attached or contact us at The Fountain Group.



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