Senior Financial Analyst

The Role

Clearwater is seeking an experienced Senior Financial Analyst to join our global Financial Planning & Analysis (FP&A) team.

The Senior Financial Analyst will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.

Key responsibilities

• Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, taking into account key SaaS metrics like ARR, MRR, churn, and GRR.

• Analyze financial data, business trends, and key performance indicators (KPIs) to identify risks, opportunities, and provide actionable insights to senior leadership.

• Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy and provide financial guidance for initiatives like pricing models, product investments, and cost optimization.

• Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders, explaining complex financial information to both technical and non-technical audiences.

• Support monthly close processes and variance analysis, examining deviations from budget and forecast targets and identifying areas for improvement.

• Lead contributions to budgeting, forecasting, and margin analysis for SaaS products.

• Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.

Required skills and qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

• 5+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.

• Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).

• Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).

• Strong analytical, problem-solving, and critical thinking skills, with an exceptional attention to detail.

• Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.

• Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.

• Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.

• Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.

Salary Ranges:

Chicago: $90,000 - $140,000 + RSUs + Bonus