PerfectServe logo
PerfectServe

Accelerating speed to care by optimizing provider schedules, streamlining clinical communication, and engaging patients.

Senior Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 201-500Since 2003H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

3 days ago

Salary

$110K - $135K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglishVBA

Job Description

Senior Financial Analyst

PerfectServe

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed

Job Requirements

  • 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
  • Prior experience in a SaaS or subscription-based technology company strongly preferred
  • Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus
  • Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings
  • Familiarity with GAAP revenue recognition principles, including ASC 606
  • Excellent written and verbal communication; able to present clearly to both operational and executive audiences
  • High attention to detail with the ability to manage multiple deliverables under deadline.

Benefits

  • Remote first work environment
  • Health, Dental, Vision, Life and Disability Insurance options available day one.
  • 401K - with match and immediately vested.
  • 17 company holidays, 2 floating holidays plus competitive paid time off policy
  • Internal Advancement Opportunities

Related Job Pages

More Financial Planning and Analysis Jobs

Concurrent Technologies Corporation logo

Business and Financial Analyst

Concurrent Technologies Corporation

Going above and beyond to create innovative, full lifecycle solutions. We make the world safer and more productive.

Full TimeRemoteTeam 201-500Since 1987H1B No Sponsor

• Provide professional business support and take ownership of simple to moderately complex assignments • Apply technical and operational proficiency to solve financial and business problems • Contribute to the completion of projects and programs, collaborating with internal and external stakeholders • Lead the preparation of cost proposals, ensuring compliance • Develop cost structures and pricing strategies • Independently monitor project budgets ensuring accuracy • Analyze budget forecasts to identify discrepancies and recommend corrective actions • Prepare and review monthly financial reports • Collaborate with Program Managers, Procurement, and Human Resources • Act as a liaison between technical teams, financial operations, and other departments • Lead small teams on lower-complexity project activities, providing guidance and support

Pennsylvania
Peak Support logo

Senior Finance Team Lead

Peak Support

Exceptional customer service and business process outsourcing for high-growth companies

Full TimeRemoteTeam 1,001-5,000Since 2015H1B No Sponsor

• Manage end-to-end client invoicing process • Ensure invoices are accurately generated and tracked against HubSpot deal IDs • Maintain visibility into billing status across all active deals • Track and reconcile vendor invoices • Align costs with deals to determine cost of goods sold (COGS) • Monitor payment timelines and identify overdue accounts • Produce reports highlighting AR risks and aging balances • Help resolve existing billing backlog and invoicing discrepancies • Ensure invoices are correctly routed and delivered • Generate financial reports using QuickBooks and Bill.com • Provide visibility into revenue, costs, and financial health • Identify gaps in workflows, integrations, and data accuracy • Recommend improvements to enhance efficiency and reliability • Collaborate with internal teams and system admins

Philippines
Alpaca logo

Securities Finance Analyst

Alpaca

Developer APIs for stocks and crypto trading, investing apps, and embedded fintech.

Full TimeRemoteTeam 201-500H1B No Sponsor

• Identify and execute borrow and loan opportunities across various asset classes (equities, fixed income, ETFs) using both manual and automated trading strategies. • Leverage SQL, AI tools to streamline daily tasks, develop analytical tools, and automate data-driven decisions, Go experience preferred. • Collaborate with Product, Engineering, and Operations teams to optimize data pipelines, trading systems, operational efficiency and risk controls. • Monitor outstanding loans, recalls, and rates to optimize risk and profitability. • Build and maintain relationships with borrowers, lenders, custodians, and firm client partners. • Assess and manage counterparty, credit, and market risk while staying informed of market developments and regulatory changes. • Work with existing and new securities lending vendors on product development solutions. • Create automated workflow solutions for securities lending trading and operations. • Assist in infrastructure building and business development for tokenized equities financing.

United States
Block logo

Finance & Strategy Senior Manager

Block

Block builds simple, powerful tools that make progress towards an economy that’s truly open to all.

Full TimeRemoteTeam 10,001+Since 1990H1B Sponsor

Role Description We are seeking a Finance & Strategy Senior Manager to support Proto, Block’s bitcoin mining hardware business. In this role, you will help scale our deal processes, support self-mining initiatives, and evaluate new venture opportunities across the bitcoin ecosystem. You will partner closely with product, engineering, legal, and business teams to assess complex transactions, build financial models, and drive strategic decision-making as we expand Proto’s platform and operating footprint. This is a hands-on, high-impact role where you will engage directly with external counterparties, including customers and other external partners, while building financial frameworks, sizing opportunities, and evaluating product and deal economics. The ideal candidate combines traditional finance training (banking, investing, or strategy) with bitcoin fluency and the ability to navigate ambiguity in a fast-moving environment. You will report to the Director of Finance and Strategy. You Will - Serve as a strategic finance partner to Proto leadership, providing rigorous financial analysis to support decision-making across hardware, self-mining, and infrastructure initiatives. - Build, own, and maintain end-to-end financial models for Proto programs and ventures, including forecasting, unit economics, and capital allocation across multiple initiatives. - Develop scenario, sensitivity, and investment analyses to evaluate new deals, self-mining expansions, energy partnerships, and operational changes, clearly articulating short- and long-term tradeoffs and financial impact. - Support deal structuring and execution with external counterparties, including pricing frameworks, contract economics, counterparty assessment, and evaluation of new venture opportunities across the Bitcoin ecosystem. - Lead ad-hoc analyses and special projects related to Proto’s P&L, capital deployment, performance metrics, and strategic priorities, in close collaboration with F&S and cross-functional partners. Qualifications - 8+ years of relevant finance experience, with a strong preference for candidates with an investment banking background and subsequent experience in strategic finance, corporate development, or principal investing roles. Experience in fintech, infrastructure, energy, or digital assets is a plus. - Demonstrated ability to lead complex analyses and drive outcomes on cross-functional, high-impact initiatives, particularly in fast-moving or ambiguous environments. - Strong analytical and communication skills, with the ability to distill complex, unstructured problems into clear frameworks, develop actionable analyses, and communicate recommendations effectively to senior stakeholders. - Comfort working with financial and operational metrics, building new KPIs, and navigating large or imperfect data sets to inform decision-making. - Intellectual curiosity and interest in Bitcoin and digital asset infrastructure; prior hands-on experience in the space is beneficial but not required. - Ability to balance rigor with speed, exercising sound judgment while moving decisively in a dynamic, execution-oriented environment. Benefits - Remote work - Medical insurance - Flexible time off - Retirement savings plans - Modern family planning Company Description Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. - Square makes commerce and financial services accessible to sellers. - Cash App is the easy way to spend, send, and store money. - Afterpay is transforming the way customers manage their spending over time. - TIDAL is a music platform that empowers artists to thrive as entrepreneurs. - Bitkey is a simple self-custody wallet built for bitcoin. - Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.

United States
$135.8K - $245.4K / year