Financial Analyst, R&D

Summary

Clari + Salesloft is building an AI-powered Predictive Revenue System for enterprise revenue teams. The Financial Analyst will serve as a finance partner to the Research & Development organization, supporting reporting, strategic modeling, planning, and financial operations for Product and Engineering.

Responsibilities

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and 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 Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions
• Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting
• Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique
• Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)
• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
• Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
• Be introduced to our financial statements, systems (especially Pigment), processes, and data
• Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting
• Become proficient in using al systems, especially Pigment
• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
• Drive the month end close reporting and variance analysis for your group(s)
• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making
• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support
• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
• Own the monthly financial reporting to your respective group(s), including ELT member
• Own the budget and long-range planning for your group(s)
• Contribute to broader company-wide strategic planning in support of long-term goals and initiatives
• Proactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization

Skills

• We are seeking a self-motivated, tech-savvy, 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 optimize financial strategy for software engineering teams
• 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

• We are seeking a self-motivated, tech-savvy, 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 optimize financial strategy for software engineering teams
• 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'

Benefits

• Remote work arrangement
• Performance bonus
• Other applicable incentive compensation plans