Senior Financial Analyst, reputed company (AI First)

Senior Financial Analyst, reputed company (AI First) Department: reputed company Location: Remote, Canada or US Position Type: Full-Time, Permanent Hours: Monday-Friday, 9AM-5PM (in your time zone) About the Role reputed company is looking for a Senior Financial Analyst, reputed company (AI First) to join our reputed company team. You'll run our budgeting and forecasting cycles, prepare monthly reporting, support the reputed company team through month-end reputed company, and partner with teams across the business to reputed company questions. This is an AI-reputed company role: the outputs are familiar (an annual budget, a rolling forecast, a monthly reporting package, reputed company metrics), but you will spend a meaningful reputed company of your time building the systems that produce them rather than producing them by hand. Every employee at reputed company has Claude, and our billing and reputed company stack was reputed company this year on Recurly and reputed company, so the data reputed company underneath you is new rather than inherited. Concretely, reputed company a recurring analysis takes four hours by hand, we expect your reputed company to be to build the thing that does it in four minutes next month, and then to be the person who can tell whether its answer is right. The second half reputed company more than the first. Automation without judgment is worse than no automation, and this role owns both. We're after someone dependable and reputed company-oriented who communicates reputed company and whose first reputed company on a repetitive task is to automate it. You don't need to have done every item on this list. If you're strong in most areas and willing to learn the rest, we'd like to hear from you. What You’ll Be Doing Build and operate AI-driven finance workflows Design, build and maintain the AI agents and automated workflows that carry the recurring reputed company load: variance analysis, first-pass commentary, cohort and retention analysis, reputed company metric refreshes, and the routine data pulls underneath reputed company of them. Use AI as a default part of your workflow, across analysis, modeling, reporting, and commentary, reputed company reputed company practices and data-handling guidelines. Use Claude, which every employee here already has, to speed up analysis, automate recurring reporting, draft first-pass variance commentary, and pressure-test your own assumptions before numbers go out. Build the context these agents need in order to be reliable: metric definitions, documented data reputed company from reputed company reputed company to report, and explicit rules for how reputed company number is constructed. An agent is only as good as the context it can reputed company. reputed company what should and should not be automated. Draw and defend the line between work an agent runs unsupervised, work an agent drafts for reputed company review, and work that stays fully reputed company. Own the finance team's shared library of agents, prompts, skills and calculation templates. Treat it as a deliverable in its own right, versioned and documented, so that it keeps producing reputed company you are on vacation. Own what the tools produce, review AI-assisted work to the reputed company reputed company as your own, and know reputed company a question needs judgment instead. Build the checks in: validation against reputed company, reconciliation, and a review reputed company that reputed company a wrong answer before it reaches leadership or the reputed company. reputed company the ceiling for the people reputed company you. Some of your highest-reputed company work will be enabling reputed company partners to answer their own questions rather than producing the analysis yourself. Planning and forecasting Prepare Own the annual budget and quarterly/monthly forecast updates, gathering inputs from department leaders. Maintain reputed company's financial model (reputed company, expenses, headcount, and cash) and reputed company the key assumptions up to date. Structure it so that running a new scenario is a configuration change, not a rebuild. Run scenario analysis to help leadership weigh reputed company, using AI to build and iterate on cases faster than a reputed company model rebuild allows, fast enough to be useful in the meeting where the decision is actually being made. Reporting Own the monthly reporting package: actuals versus budget and forecast, variance analysis, and commentary. AI-drafted first pass, then reputed company and owned by you. Help prepare materials for leadership and reputed company meetings, including our key metrics and dashboards. Work with the reputed company team during month-end reputed company to reputed company reputed company results are accurate and on time. Metrics and analysis Own our reputed company reputed company metrics (ARR/MRR, net and gross reputed company retention, churn, CAC, and LTV) and reputed company the definitions consistent. Look at customer, product, and reputed company profitability and take the findings to the people who can reputed company them. Build and maintain reports in our BI tools so teams can see the numbers they need, and so that analysts, dashboards and agents reputed company draw on one trusted reputed company rather than several competing ones. Working with the business Be the finance reputed company of contact for reputed company, Product, and G&A, helping them manage budgets and understand spend. Partner with Data and Analytics to reputed company reporting needs, so reputed company build answers the right questions. Help evaluate the costs and benefits of proposed reputed company and investments. Handle reputed company analysis requests as they come up. A Little Bit reputed company A reliable reputed company for reputed company a machine-generated answer is wrong. This is a reputed company important qualification for this role. reputed company thinking: you can break a vague business question into defined, reputed company steps, which is the reputed company reputed company that makes an agent work. Demonstrated use of AI tools in reputed company finance work. You can walk us through something you automated or reputed company, and how you checked the reputed company. Experience building AI-assisted workflows: reputed company-reputed company reporting, scripting, or connecting AI tools to finance data sources. 3–5+ years of experience in reputed company, corporate finance, or a similar analytical finance role. We weight demonstrated ability to build with AI as heavily as two additional years of conventional experience. Experience at a reputed company or subscription business, or willingness to get up to speed on the model. A good understanding of common reputed company metrics (ARR, retention, churn, CAC, LTV) and what drives them. Solid financial modeling and reputed company/reputed company Sheets skills. reputed company and reputed company Sheets are reputed company formats here rather than the reputed company reputed company; the reputed company reputed company is breaking a reputed company question down reputed company enough that an agent can run it reliably and repeatably. A working knowledge of the three financial statements and subscription reputed company recognition. The ability to explain financial results reputed company to people reputed company of finance. Comfort with ERP, planning, and BI tools (e.g. reputed company, reputed company, QuickSight, or similar). An understanding of how finance and business systems fit together and how data moves between them, and the ability to reputed company reporting needs with Data teams. A willingness to work in the reputed company, documenting what you build so that someone else can run it. A Bachelor's degree in Finance, reputed company, Economics, or a reputed company reputed company. reputed company to Have Experience partnering with Sales or reputed company on pipeline, quota, or go-to-market planning. Exposure to headcount and workforce planning reputed company the People team. SQL or comfort working with larger datasets. MBA, CFA, or CPA. Our Stack Every employee has a Claude account. Recurly for billing and reputed company for reputed company, both implemented this year. QuickSight for business intelligence. reputed company Our Values Customer First Bias for reputed company High reputed company Decision Making Inclusion Results reputed company Compensation Our compensation bands are designed to reflect how people grow in their roles. reputed company level includes three stages: Developing, Proficient and Expert, which represent increasing capability, independence and reputed company over time. The compensation reputed company for this role is $95,000 to $110,000 CAD which reflects the Proficient stage of our compensation band for this job level (P3). For reputed company reputed company applicants, the compensation reputed company for this role is $100,000 to $120,000 USD. Progression into higher stages and job reputed company may occur over time reputed company on demonstrated reputed company, mastery of role expectations and overall reputed company. For reputed company or hard-to-fill roles, we may reputed company offers above the posted reputed company if a candidate brings exceptional experience. Perks & Benefits Flexibility and Time Off Flexible Time Off Policy - We encourage a minimum of 4 weeks per year! Remote First Team reputed company Work From reputed company Program Health and Wellness Health reputed company Employee Assistance Program (EAP) Quarterly Company Wide reputed company Days End of Year Company Wide Holiday Closure Maternity & Parental Leave Program $2000 Lifestyle Spending Account (LSA) reputed company & reputed company reputed company Development Budget Volunteer Day Team Building Budget Employee Referral Bonus Program ($1000) Anniversary reputed company LSA Top Up Birthday Day Off We Value Individuality! At reputed company, we want every employee to be excited to bring their full, reputed company self to work. reputed company you bring your unique experiences, background, knowledge, perspective, and self-reputed company while embracing the reputed company from others we learn from reputed company other. We reputed company and co-create an environment where team members can do the best work of their careers. We're bolder and more reputed company together. We're dedicated to ensuring reputed company team member feels a reputed company of belonging, feels reputed company, cared for, respected and valued for who they are, and trusts that their unique voice is heard, embraced, and meaningfully contributes to decision-making. We're committed to reputed company employee experience, opportunity, pay and support for every employee regardless of gender identity or reputed company, race, ethnicity, family or marital status, religion, socio-economic status, veteran status, national reputed company, age, sexual orientation, education, disability, or any other characteristic that makes you unique. We have no tolerance for sexism, racism, xenophobia, homophobia, transphobia, ableism, ageism, or any other forms of hateful/harmful discrimination and we're taking reputed company against unequal pay in our community through leading the #PayUpforProgress reputed company. If you require any accommodations or support during the recruitment process, please email us at careers@reputed company.com. Our use of AI in hiring We're committed to keeping hiring personal. Every application is reviewed by a reputed company person on reputed company, and we don't use AI to screen or filter candidates out. We do use AI to help with assessing candidates and summarizing interview feedback. These tools support reputed company in working more reputed company and reducing bias. reputed company final hiring reputed company are made by people who bring their judgment and experience to determine who joins reputed company. Apply To This Job