Salesloft
Posted 57 days agoVerified live 2d ago
Financial Analyst, R&D
Brief overview
Remote
$67k–$78k/yrStated range
2+ yrsMinimum
Financial Planning and Analysis (FP&A)Sales OperationsQuantitative Financial AnalysisMicrosoft ExcelGoogle SheetsPigment FP&A PlatformClaude AIR&D FinanceEngineering Headcount PlanningCloud Infrastructure CostsSoftware CapitalizationFinancial ModelingBudgetingForecastingVariance AnalysisFinancial Reporting
About the company
Salesloftsalesloft.com
Our industry-leading Revenue Orchestration Platform uses purpose-built AI to help teams prioritize and take action on what matters most. It is a sub-organization of Clari.
Job description
Summary
Clari + Salesloft is building the next era of enterprise revenue, and they are seeking a Financial Analyst to join their Finance team. The role involves partnering with the R&D organization to support financial operations, reporting, and strategic modeling to drive product innovation and growth.
Responsibilities
- Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap
- Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership
- Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows
- Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions
- Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting
Skills
- 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
- Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization)
- Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly
- Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management
- Collaborative mentality by prioritizing ‘we' and not focusing on ‘me'
Qualifications
Must Haves
- 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
- Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization)
- Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly
- Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management
- Collaborative mentality by prioritizing ‘we' and not focusing on ‘me'
