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As a data-driven and proactive Financial Analyst with experience in a SaaS environment you will own financial reporting, analyze key metrics, and support strategic decision making at Cardata. You will play a key role in driving financial insights that shape business decisions, working closely with leadership and cross-functional teams.
What You'll Be Doing
- Financial Reporting & Analysis
- Prepare comprehensive reports on financial performance and key metrics for both internal and external stakeholders, including leadership, board and bank reporting
- Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
- Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements
SaaS Metrics & Business Intelligence
- Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
- Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions
Strategic Financial Planning
- Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
- Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions
What You’ll Bring
- 3–5 years of experience in financial analysis in a SaaS company
- Experience working in small company and/or start-up environment
- Proven ability to execute financial analysis tasks independently and take ownership of reporting processes
- Strong experience with financial modeling, forecasting, and SaaS metric calculations
- Proficiency in Excel, BI tools, and financial reporting software
- Analytical mindset with the ability to translate complex data into actionable insights
- Strong communication and presentation skills to support decision-making at all levels
- A growth mindset and drive to learn, continuously improving financial processes and adapting to evolving business needs
- Highly organized, reliable, and accountable—able to meet deadlines and deliver high-quality work
- Strong communication and presentation skills to support decision-making at all levels
Apply by 9:00am (ET) on April 29th
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
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