Senior Financial Analyst

Senior Financial Analyst

About us :

Headquartered in Phoenix, AZ, Fullbay is the number one cloud-based shop management software for commercial repair shops-and we're growing fast.

This is an exciting opportunity to join a high-performing Finance team and shape the next phase of growth. In this role, you will support budgeting, forecasting, and business modeling, while helping implement best-in-class FP&A processes to support a scaling SaaS business.

Position Overview :

The Senior Financial Analyst reports to the FP&A Manager and partners with senior leaders across the company. We're looking for someone with FP&A experience in a PE-backed SaaS environment, strong financial modeling skills, and a deep understanding of operational SaaS KPIs.

Primary Duties & Responsibilities :

• Conduct financial analysis and forecasting to support business decision-making and help set short-term and long-term financial goals of the company.
• Conduct weekly / monthly follow-ups to determine the effectiveness of financial plans and fine-tune the strategy needed to reach financial targets.
• Work collaboratively with cross-functional teams, including Operations and Marketing to develop monthly strategies, quarterly and annual plans
• Develop and refine financial models to forecast revenue, expenses, and capital requirements.
• Support the quarterly / annual budgeting, revenue forecasting, and financial review process.
• Work on optimizing and analyzing income statements, balance sheets, budgets and forecasts.
• Prepare and deliver accurate monthly financial reporting packages, dashboards, activity reports, and Budget vs. Actuals across all cost centers.
• Maintain and optimize FP&A processes to ensure alignment and integration with the company's ERP system.
• Conduct detailed financial analysis and provide actionable recommendations to support departmental and company-wide decision-making.
• Consult with and give advice to cross-functional teams to assess financial risks, opportunities, and strategies.
• Meet with department heads to review budget-to-actual variances and plan for upcoming forecasts.
• Create and maintain 12 - 36 month rolling forecasts.
• Collaborate with senior management to align financial planning with company objectives.
• Analyze monthly, quarterly, and annual results, providing insights on trends, risks, and opportunities.
• Investigate and help resolve deviations from budgets and discrepancies in financial data.
• Adheres to all confidentiality and compliance regulations.
• Define procedures or implement processes around financial reporting or forecasting
• Performs other duties as assigned.

Minimum Education & Work Experience :

Key Skills and Qualifications :

Physical Demands and Work Environment :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.