Financial Analyst

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

 

The 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.   

  

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 gross margin analysis for SaaS products.  

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

  

Qualifications: 

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

• 3+ 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.   

• Experience with data visualization and BI skills (e.g., Power BI & Tableau) is a plus.  

• Strong analytical, problem-solving, and critical thinking skills, with 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.