Clearwater is seeking an experienced 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.
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 gross margin analysis for SaaS products.
Drive ongoing improvements in financial systems, tools, and processes to increase efficiency and optimize outputs.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
2+ years of progressive experience in Financial Planning & Analysis (FP&A) or a related role, with demonstrated expertise in SaaS financial operations.
Proven experience building complex financial models, with a strong understanding of SaaS metrics (ARR, NRR, GRR, churn).
Advanced proficiency in Excel for financial modeling and analytics.
Experience with with data visualization and BI skills (e.g., Power BI & Tableau) is a plus.
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.
Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
Relevant industry certifications (e.g., CFA, CPA, MBA) are a plus.
Salary Range: $80,000-90,000
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Employees engage in a combination of remote and on-site work.
