Senior Financial Specialist

The Sr. Financial Analyst will be a critical individual contributor on NetDocuments’ FP&A team, serving as the primary financial partner for our Cloud Operations and R&D organizations. This role sits at the intersection of financial planning and cloud cost intelligence — owning the financial story behind our AWS and hosting infrastructure investments, and translating complex technical spend into actionable insights for Engineering Directors, VPs, and senior leadership.

This individual will own the financial relationship with Cloud Ops and R&D leadership, lead AWS budgeting and forecasting in partnership with the FinOps team, and deliver reporting and dashboards that drive real business decisions. The ideal candidate combines strong analytical and financial modeling skills with the ability to communicate clearly and confidently at all levels of the organization — from Engineering Managers to the executive team.

The ideal candidate is a self-starter with strong problem-solving skills, a collaborative style, and a proven ability to build trust with technical stakeholders.

• Own the financial planning, forecasting, and reporting for AWS and cloud hosting costs in partnership with the FinOps team, serving as the Finance lead on all cloud cost matters
• Build and maintain bottoms-up AWS cost forecasts by service, team, and product; track actuals vs. forecast and identify key cost drivers and variances
• Develop unit cost economics (e.g., cost per customer, cost per workload) to help Cloud Ops and leadership understand the true financial drivers of the product infrastructure
• Analyze AWS cost anomalies and optimization opportunities — including Reserved Instances, Savings Plans, and rightsizing — and track realized savings against targets
• Build and maintain cloud cost allocation models that map AWS spend to products, teams, or business units to support Gross Margins by Products, Customers, Segments etc.
• Translate complex cloud infrastructure costs into clear, concise financial narratives for non-technical audiences including Engineering Directors, VPs, and senior Finance leadership
• Support and maintain FinOps dashboards and KPI scorecards utilizing cloud FinOps tools; continuously improve reporting to deliver more actionable insights

• Own the monthly financial review cadence with Engineering, Product and Cloud Ops leadership — prepare materials, present results, and drive follow-through on identified action items
• Be actively involved in the monthly close, forecast, and annual planning processes, including related financial reviews with stakeholders
• Proactively identify budget risks and opportunities and communicate them to business partners with recommended actions — don’t just report the numbers, explain what they mean
• Establish trusted business partnerships with R&D and Cloud Ops organizations; provide analytical support and financial guidance to help inform various business decisions
• Develop and maintain financial models and analyses to support new product business cases, investment decisions, and strategic initiatives
• Support R&D capitalization analysis and forecasting
• Partner with Recruiting and HR to manage, track, and improve headcount reporting and forecasting, including hiring and attrition trend analysis
• Work in partnership with the accounting team to consolidate financial results and metrics in support of close processes, including data analysis to explain key drivers of results
• Gather and organize data from multiple sources to provide inputs into financial and product business cases
• Lead special projects and strategic analyses as prioritized by Finance leadership
• Other duties as assigned

• Cloud hosting cost forecast accuracy improved with clear variance explanations delivered to leadership each month
• Unit cost economics model built and socialized with Cloud Ops and executive leadership
• Monthly financial review cadence with R&D and Cloud Ops running smoothly with high stakeholder satisfaction
• FinOps dashboard enhanced with Finance-driven KPIs that drive actionable cost optimization decisions

• BS/BA in Finance, Accounting, Economics, Mathematics, or related field
• 3+ years of progressive Financial Analyst experience, ideally within a SaaS or technology company
• Experience in a global, public, or private equity-backed environment preferred

• Strong financial modeling skills, including expense forecasting, variance analysis, and business case development
• Familiarity with cloud cost concepts including AWS Reserved Instances, Savings Plans, cost allocation tagging, and unit economics
• Experience with FinOps tools such as AWS Cost Explorer, CloudHealth, Apptio Cloudability, or similar platforms preferred
• Advanced Excel and PowerPoint skills; experience building executive-ready dashboards in Power BI, Tableau, or similar tools
• Experience working with ERP and financial planning tools required; NetSuite and Adaptive Insights experience strongly preferred
• Exposure to R&D capitalization accounting (ASC 350-40) a plus

• Demonstrated ability to translate complex financial and technical data into clear, concise narratives for both technical and non-technical audiences
• Comfortable presenting to and influencing Director and VP-level stakeholders independently
• Strong cross-functional collaboration skills, particularly with Engineering, DevOps, and Accounting teams
• Excellent written and verbal communication skills; able to build trusted relationships across all levels of the organization
• Proactive, self-starter mindset with strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment
• Ability to handle sensitive financial information with the utmost confidentiality and professionalism