Senior Strategic Finance Analyst

2 weeks ago


Chicago, Illinois, United States Qualio Full time
Job OverviewAbout Qualio

Qualio is dedicated to empowering teams in the life sciences sector to launch and scale products that save lives. We achieve this by creating a connected and integrated quality management platform tailored for the entire life science ecosystem. Trusted by over 600 highly regulated international clients, our platform serves a diverse range of industries, from cutting-edge computational biology and machine learning to renowned names in mRNA vaccine development.

Our team operates entirely remotely, with members located across North America, Europe, and Australia.

Opportunity Highlights

This position presents an exciting chance to become the inaugural dedicated member of our strategic finance team. There is significant potential for career advancement into a managerial role overseeing financial planning and analysis. We seek an individual who is adept at working autonomously and thrives in a dynamic startup atmosphere. Your responsibilities will include developing, maintaining, and refining our financial model, enhancing reporting capabilities, and collaborating with senior leadership. We are looking for a candidate with experience in investment banking, proficient in constructing accurate three-statement financial models for SaaS businesses, and skilled in long-term strategic planning with senior executives. Your contributions will be essential in data analysis and uncovering key insights to drive organizational growth. The ideal candidate should be data-oriented, possess strong communication skills, work well independently, and demonstrate exceptional analytical abilities. A few years of experience in a SaaS environment and familiarity with comprehensive financial planning and budgeting processes are preferred.

Key Responsibilities
  • Lead the development of financial models in collaboration with the VP of Finance, senior leadership team, and other stakeholders, while managing ongoing model maintenance.
  • Participate in the annual budgeting process and refresh rolling forecasts, including top-of-funnel, ARR, and revenue projections.
  • Provide support for expense and headcount planning to budget owners throughout the organization.
  • Update and maintain forecasts for SaaS bookings, revenue, billings, and collections, enhancing visibility into all aspects of the forecasting model.
  • Collaborate closely with key business stakeholders to comprehend business drivers and conduct ad-hoc financial analyses.
  • Prepare monthly and quarterly variance reporting packages, as well as monthly reports for investors.
  • Create presentations and dashboards that deliver actionable insights to leadership teams, utilizing BI tools such as Looker.
  • Work extensively with Finance, Accounting, and Revenue Operations teams to ensure consistent and accurate data by establishing and maintaining policies and procedures, while promoting adherence to Finance policies.
  • Contribute to initiatives aimed at standardizing, automating, and scaling the finance and forecasting framework to adapt to the evolving needs of our rapidly growing SaaS business.
  • Assist in tracking commission plans and mechanics.
Required Skills
  • Minimum of 2 years of experience in investment banking and financial modeling.
  • At least 3 years of experience in the SaaS industry, preferably in a financial analyst role within a high-growth startup.
  • Exceptional skills in developing complex financial models based on well-defined assumptions.
  • Comprehensive understanding of software industry metrics (bookings, pipeline, ARR, MRR, retention rate, churn, CAC, LTV, etc.).
  • Experience with ERPs (QuickBooks, NetSuite, Intaact, etc.), EPMs (Anaplan, Adaptive, etc.), and CRM (Salesforce) is advantageous.
  • Proactive, self-sufficient, and highly organized.
Benefits
  • Competitive salary.
  • 401k matching.
  • Medical, dental, and vision benefits.
  • Dependent and health FSA, short/long-term disability, basic and voluntary life insurance.
  • Unlimited PTO policy.
  • Company allowance for home office supplies.
  • 12 weeks of paid parental leave.
  • Opportunity to contribute to the launch of life-saving products.
A Note to Candidates

Research indicates that women and individuals from diverse backgrounds are less likely to apply for positions unless they feel they meet every qualification outlined in a job description. We are committed to fostering a diverse and inclusive workplace and are primarily focused on identifying the best candidate for the role. This candidate may come from a non-traditional background, and we encourage all qualified individuals to apply.



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