Senior Financial Analyst

We are looking for a detail-oriented Senior Analyst, Business Reporting & Automation to support our Professional Services organization as a key business partner driving operational insights, decision support, and automation. A strong business understanding of Professional Services in a SaaS vertical is essential. This role is critical in driving operational excellence by providing actionable insights, improving project visibility, and optimizing forecasting processes.

You will work closely with Project Managers, Resource Management, Business Operations, and Sales/Finance stakeholders to ensure accurate and timely tracking of project performance and revenue forecasts. The ideal candidate not only brings strong analytical and technical skills but also demonstrates curiosity, empathy, and a genuine interest in understanding the business. We’re not looking for an “order taker” — we need someone who can partner with the business, connect the dots, and help shape the solution, not just build it.

This is an ideal role for someone passionate about bridging business operations and automation, and who wants to drive strategic impact across a global Professional Services organization.

Key Responsibilities

Business Insights and Reporting

• Act as a strategic partner to Professional Services leadership by translating operational and financial data into actionable insights that drive better project execution, resource management, and profitability.
• Partner with stakeholders to understand evolving business needs and proactively propose scalable data/reporting solutions.
• Maintain and enhance operational dashboards and reports using Google Sheets and Apps Script.
• Drive adoption and continuous improvement of Professional Services KPIs (e.g., project profitability, utilization, recognized revenue).
• Identify project or financial data discrepancies and work with relevant teams to resolve issues.
• Assist in the creation and maintenance of operational documentation and user guides.

Forecasting and Financial Support

• Support revenue forecasting and margin tracking across global services projects.
• Build and maintain financial and sales models to support project forecasting, operational/sales KPIs, conversion rates, utilization rates, lead times, and revenue planning.
• Provide sales support, including bookings-to-revenue metrics and related KPIs analysis.
• Collaborate on process improvements for forecasting accuracy, reporting cadence, and financial data quality.

Automation and Operational Enablement

• Build and manage ETL processes to consolidate and transform data from multiple systems.
• Automate routine reporting tasks to improve efficiency and scalability across operational workflows.

Required Qualifications

• Bachelor's degree in Business, Finance, Engineering, or a related field.
• 3+ years of experience in Business Operations, FP&A, or Professional Services Operations, preferably in a SaaS environment.
• Proven ability to interpret business needs and develop solutions that drive operational and financial improvements.
• Solid understanding of ETL workflows and data modeling.
• Advanced proficiency in Google Sheets, including Apps Script development and advanced formulas. (SQL as well)
• Strong attention to detail, organizational skills, and data hygiene discipline.
• Strong understanding of services revenue models (e.g., Time and Materials, Fixed Fee, % Complete) and project financial metrics (e.g., project profitability, utilization, revenue recognition).
• Experience working with project financials, revenue tracking, or services P&L metrics.
• Excellent cross-functional communication and problem-solving skills.

Bonus Qualifications (What Sets You Apart)

• MBA or Advanced degree in
• Experience with Certinia (PSA) or ERP systems (e.g., Salesforce SAQL, NetSuite, FinancialForce).
• Experience with ThoughtSpot and Snowflake (SQL and data views).
• Working knowledge of forecasting models, margin planning, or revenue recognition logic.
• Strong business acumen — ability to think beyond the data and understand the “why” behind the numbers.
• Exposure to executive-level reporting and strategic planning processes.