Senior Financial Analyst - SAAS background req

Position Type : Full Time

Location: Philippines (Remote)

Schedule: Monday-Friday, 8AM to 5PM Central Standard Time

Salary: PHP 100,000-120,000

About the Company

Our client is a US-based company specializing in Finance, Accounting, and HR support services. They provide a comprehensive suite of outsourcing and consulting solutions designed to enhance performance and drive productivity across diverse industries.

About the Role

We are seeking a High-Caliber Senior Finance Analyst to serve as a strategic architect between complex datasets and executive-level decision-making. This is not a transactional role; it is a high-impact leadership replacement for a pivotal member of our team.

The ideal candidate is a poised, self-directed professional who thrives on autonomy and possesses the executive presence to own the production of board-level presentations and investor communications. Reporting directly to the Finance Lead, you will operate as a key stakeholder, collaborating frequently with the CEO and Sales Leadership to drive organizational clarity.

Responsibilities

Strategic Analysis & Reporting

• Executive Reporting: Produce and analyze weekly, monthly, and quarterly reporting packages (CARR, ARR, SaaS KPIs, P&L, Cash Position) for the Executive team and the Board.
• Financial Statement Analysis: Conduct deep-dive reviews of income statements, balance sheets, and cash flow statements to assess health, identify trends, and spot potential financial risks.
• Valuation & Investment: Assess the value of investments using models such as Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA) to guide "buy, sell, or hold" decisions.
• Presenting Recommendations: Translate data into actionable insights, presenting recommendations to improve profitability, optimize investments, and reduce costs.

Forecasting, Budgeting & Risk

• Forecasting & Budgeting: Collaborate with department leaders to build detailed monthly and multi-year budgets at the account, customer, and vendor levels.
• Trend Prediction: Analyze historical data and current market trends to predict future performance and suggest strategic adjustments to financial plans.
• Risk Management: Identify financial risks and propose mitigation strategies involving market analysis, economic trends, and capital structure assessments.

Operations & Data Integrity

• Sales Operations: Calculate and administer complex sales commission and incentive plans; maintain the company’s product and service price book.
• Cost Analysis: Analyze operational costs to identify areas for savings and improved efficiency.
• Data Integrity: Maintain robust customer financial and site count data to ensure "one source of truth" across the organization.
• Spend Management: Lead monthly discussions with department managers to review spend materials and ensure alignment with planned budgets.
• Board Liaison: Act as a primary point of contact for board inquiries, providing analytical responses within a 24–48 hour turnaround.

Competencies and Qualifications

Must-Have

• 5–7 years of experience in financial analysis or staff accounting.
• Expert-level proficiency is non-negotiable. You must be capable of building, maintaining, and improving sophisticated models without heavy reliance on ERP automation.
• Proven experience with SaaS metrics (ARR, Churn, Retention).
• Exceptional ability to interpret financial statements and "tell the story" behind the numbers for an executive audience.
• Bachelor’s degree in Finance or Accounting.
• Highly organized, detail-oriented, and confident enough to work with minimal micromanagement.

Nice-to-Have

• Experience with Great Plains (Microsoft Dynamics GP).
• Familiarity with Salesforce for data extraction and analysis.
• A track record of identifying and implementing efficiencies in existing financial workflows.

What We Offer

• 100% Remote Work
• 13th Month Pay
• Healthcare (HMO)
• Comprehensive Fringe Benefits package
• Paid Service Incentive Lead (SIL)
• Paid Philippines Holidays
• Free Learning and Development Programs

Application Process

We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

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