Financial Analyst

Posted Yesterday
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San Francisco, CA, USA
In-Office
99K-122K Annually
Mid level
Sales
The Role
Perform budgeting, forecasting, variance analysis, and management reporting for a SaaS business segment. Build and maintain financial models and dashboards, partner with cross-functional stakeholders to develop forecasts, surface trends/risks/opportunities, and improve planning and reporting processes to support business decision-making.
Summary Generated by Built In

About AppDirect

Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.

About You

You are a finance professional with strong analytical instincts and a solid foundation in forecasting, variance analysis, and financial modeling. You are comfortable working with financial and operational data, building clear reporting, and translating results into actionable insights for business partners. You take ownership of your work, communicate clearly, and are excited to operate in a fast-moving SaaS environment where finance plays an active role in business decision-making.

This role offers the opportunity to work across a growing SaaS business, build visibility into key financial drivers, and partner with cross-functional teams on planning and performance. It’s a strong fit for someone who wants to deepen their finance ownership and move beyond reporting into more proactive business support.

What you'll do and how you'll have an impact

  • Own key components of the monthly, quarterly, and annual planning cycle, including budgeting, forecasting, and close-related analysis.
  • Own recurring management reporting and dashboards across revenue, headcount, and operating expenses, and surface key business trends, risks, and opportunities.
  • Drive revenue planning, forecasting, and variance analysis for an assigned segment of the business, proactively identifying performance drivers and emerging risks/opportunities.
  • Partner directly with cross-functional stakeholders to develop forecasts, challenge assumptions, and improve financial visibility.
  • Improve reporting frameworks, planning tools, and finance processes to increase scalability, accuracy, and decision usefulness.

What we're looking for

  • 2–4 years of experience in FP&A, strategic finance, investment banking, corporate finance, or a similar analytical role.
  • Strong Excel or Google Sheets skills, including the ability to build and maintain forecasting and reporting models.
  • Ability to synthesize financial and operational data into clear reporting and actionable recommendations for non-finance stakeholders.
  • Experience with budgeting, forecasting, variance analysis, and management reporting in a business environment.
  • Attention to detail in handling financial data, because inaccuracies in reporting directly affect the business decisions this role supports.
  • Clear written and verbal communication skills, because you will regularly translate financial findings into plain language for cross-functional partners.


At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice

At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting [email protected].


The salary band listed above reflects the expected annual base salary or OTE (on-target earnings) for this role at AppDirect and may be subject to change.

Base salary or OTE is just one component of AppDirect’s total compensation package. In addition to base pay, regular employees may be eligible for performance-based bonuses and a full range of benefits. 

California Pay Transparency
$98,681$121,900 USD

Skills Required

  • 2-4 years of experience in FP&A, strategic finance, investment banking, corporate finance, or similar analytical role.
  • Strong Excel or Google Sheets skills, including building and maintaining forecasting and reporting models.
  • Ability to synthesize financial and operational data into clear reporting and actionable recommendations for non-finance stakeholders.
  • Experience with budgeting, forecasting, variance analysis, and management reporting.
  • Attention to detail in handling financial data to ensure reporting accuracy.
  • Clear written and verbal communication skills for translating financial findings to cross-functional partners.
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The Company
Calgary, AB
732 Employees
Year Founded: 2009

What We Do

AppDirect offers a subscription commerce platform that removes the complexity of building a recurring business model. Sell any product, through any channel, on any device—as a service. Our platform efficiently powers all sales, direct or indirect, lowering customer acquisition costs, and uniquely unifies identity, data, mobile, and billing management for digital services to increase customer lifetime value. Our platform opens up endless opportunities for digital commerce innovation, giving businesses the freedom to grow. We power millions of subscriptions worldwide for organizations like Jaguar Land Rover, Comcast, Sage, Keller Williams, ADP, and Deutsche Telekom.

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