Financial Analyst (P2) - Temp to FTE Opportunity

On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Customer Success, Professional Services, and G&A organizations alongside our FP&A leadership. Specifically, you will:

• Lead Financial Partnering: Support departmental heads with headcount management, monthly budgeting, forecasting, and actuals variance analysis.
• Maintain Revenue & Retention Metrics: Own the source of truth for retention and churn forecasting models, partnering directly with Revenue Operations and Order Management to ensure data integrity.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, identifying key operational trends, and communicating insights to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.
• Execute Strategic Modeling: Perform ad-hoc financial modeling and scenario analyses to evaluate operational risks and strategic business initiatives.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.

We are seeking a self-motivated, customer-centric, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to automate finance workflows. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

Our Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals who are all aligned on one vision and mission:

• Vision: Fundamentally transform the way buyers and sellers drive repeatable outcomes
• Mission: Bring science to the art of sales

The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.

• 2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.
• Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.
• Solid understanding of core SaaS post-sales business metrics (e.g., NRR, GRR, Churn, ARR).
• Strong communication, interpersonal, and presentation skills to interact effectively with business partners and executive management.
• High adaptability and problem-solving skills; comfortable working in a fast-paced team with evolving priorities.
• Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.