Financial Analyst

About the Role Join the ServiceChannel Finance team as a Financial Analyst (FP&A) and help shape how we plan, forecast, and understand our business.

This role goes beyond traditional reporting—you’ll partner directly with business leaders to translate data into insights, build driver-based models, and influence key strategic decisions.

You’ll play a critical role in forecasting performance, improving processes, and scaling financial operations in a high-growth SaaS environment. What You’ll Do

• Partner with cross-functional leaders to support monthly close, forecasting, and annual planning

• Build and enhance driver-based financial models across bookings, revenue, headcount, and expenses

• Analyze variances (Actual vs. Forecast) and deliver clear, actionable insights on trends, risks, and opportunities

• Develop and track KPIs tied to core business drivers, improving visibility into performance

• Support revenue, utilization, and churn analysis to deepen business understanding

• Prepare exec-ready reporting and presentations for finance leadership

• Identify and implement process improvements and automation opportunities to scale FP&A capabilities

• Collaborate cross-functionally to improve data integrity, reporting accuracy, and decision support Qualifications/Requirements

• Bachelor’s degree in Finance, Accounting, or related field

• 1+ years of experience in FP&A, financial analysis, or similar role

• Strong Excel skills; experience with financial systems (NetSuite, planning tools) preferred

• Ability to connect details to the big picture and communicate insights clearly

• Analytical mindset with a focus on business drivers and performance improvement

• Self-starter who thrives in a fast-paced, evolving environment Successful candidate

• Experience with driver-based planning or SaaS metrics (ARR, churn, NDR, etc.)

• Passion for automation, systems, and scalable finance processes

• Strong business partnership skills—you don’t just report numbers, you influence dec