Financial Analyst

Summary

Salesloft is building a Predictive Revenue System that combines AI, revenue insights, and human expertise to help organizations make smarter decisions and drive consistent growth. The Financial Analyst will partner with Customer Success, Professional Services, and G&A teams on budgeting, forecasting, variance analysis, retention metrics, executive reporting, and strategic financial modeling.

Responsibilities

• Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis
• Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, identifying key operational trends, and communicating insights to senior leadership
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows
• Execute Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives

Skills

• We are seeking **a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows
• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling
• Hands-on experience with modern FP&A platforms (specifically **Pigment**) and comfort using AI tools (such as **Claude AI**) to drive analytical productivity
• Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR)
• Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management
• High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities
• Collaborative mentality by prioritizing ‘we' and not focusing on ‘me'

Qualifications

Must Haves

• We are seeking **a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows
• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling
• Hands-on experience with modern FP&A platforms (specifically **Pigment**) and comfort using AI tools (such as **Claude AI**) to drive analytical productivity
• Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR)
• Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management
• High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities
• Collaborative mentality by prioritizing ‘we' and not focusing on ‘me'

Benefits

• Performance bonus
• Benefits
• Other applicable incentive compensation plans