Financial Analyst
Job Summary
Job Description
- Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, considering SaaS metrics.
- Analyze financial data, business trends, and KPIs to identify risks, opportunities, and provide actionable insights.
- Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy.
- Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders.
- Support monthly close processes and variance analysis, examining deviations from budget and forecast targets.
- Lead contributions to budgeting, forecasting, and margin analysis for SaaS products.
- Drive ongoing improvements in financial systems, tools, and processes to increase efficiency.
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
- 3+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role.
- Demonstrated expertise in SaaS financial operations.
- Advanced proficiency in Excel for financial modeling and analytics.
- Proficiency with data visualization and BI tools (e.g., Power BI & Tableau).
- Strong analytical, problem-solving, and critical thinking skills with exceptional attention to detail.
- Excellent communication and presentation skills.
- Self-motivated and results-driven, with the ability to work independently in a fast-paced environment.
Job Details
Clearwater is seeking a Financial Analyst to join our global Financial Planning & Analysis (FP&A) team.
The Financial Analyst will play a crucial role in providing strategic financial planning, analysis, and decision support within a fast-paced SaaS environment. This position involves collaborating cross-functionally to drive growth, optimize financial performance, and ensure sound financial health for the company.
Key responsibilities:
- Develop and maintain complex financial models for budgeting, forecasting, and long-term planning, taking into account key SaaS metrics like ARR, MRR, churn, and GRR.
- Analyze financial data, business trends, and key performance indicators (KPIs) to identify risks, opportunities, and provide actionable insights to senior leadership.
- Collaborate with cross-functional teams (Sales, Marketing, Product, Operations) to inform business strategy and provide financial guidance for initiatives like pricing models, product investments, and cost optimization.
- Prepare and present clear and concise financial reports and dashboards for senior management and stakeholders, explaining complex financial information to both technical and non-technical audiences.
- Support monthly close processes and variance analysis, examining deviations from budget and forecast targets and identifying areas for improvement.
- Lead contributions to budgeting, forecasting, and margin analysis for SaaS products.
- Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.
Required skills and qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
- 3+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
- Advanced proficiency in Excel for financial modeling and analytics, with data visualization and BI skills (e.g., Power BI & Tableau).
- Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail.
- Excellent communication and presentation skills, with the ability to effectively convey financial information to diverse audiences.
- Self-motivated and results-driven, with the ability to work independently in a fast-paced and dynamic environment.
About us
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at **www.clearwateranalytics.com
**.
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About The Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
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