The Role
The Lead Financial Analyst will lead financial modeling, support strategic planning, analyze data, and guide executive decisions to enhance financial health and strategy.
Summary Generated by Built In
Who We Are:
At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results.
Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization's financial health and business strategy. We are seeking an experienced and highly analytical Principal Financial Analyst to join our Finance team. In this critical role, you will serve as a strategic thought partner to executive leadership, driving key business decisions through advanced financial modeling, scenario planning, and complex problem solving. You will lead cross-functional initiatives, deliver actionable insights, and influence financial strategy across the organization.
What you will do :
- Lead the development of complex financial models to support strategic planning, forecasting, budgeting, and long-range planning initiatives.
- Design and maintain advanced financial models for SaaS subscription and usage-based financial services revenue streams, incorporating churn, upsell, CAC, and LTV metrics.
- Analyze financial and operational data to identify trends, opportunities, and risks, and provide actionable recommendations to executive leadership.
- Partner with business unit leaders to evaluate investment cases, ROI analyses, and key performance drivers.
- Develop scenario analyses and sensitivity models to inform decision-making under uncertainty.
- Translate complex data into executive-level presentations and dashboards that support strategic conversations.
- Act as a mentor and thought leader within the Finance team, elevating the analytical capabilities of junior analysts and peers.
- Evaluate and optimize financial processes, tools, and reporting to improve efficiency and scalability.
- Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast and collaborate on forecast updates.
- Assist in building of annual budgets and quarterly forecast by working with key stakeholders for inputs and maintaining and improving existing data models.
What we are looking for :
- Bachelor’s Degree in Finance or Accounting; CPA / MBA preferred.
- 7–10+ years of progressive financial planning and analysis experience, including at least 3 years in a senior or principal-level role.
- Expert-level proficiency in Excel and financial modeling, including scenario modeling, valuation, and capital planning.
- Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred.
Required Skills :
- Strong problem-solving skills, using rigorous logic and methods to solve difficult problems with effective solutions, looking beyond the obvious and doesn't stop at the first answers.
- Highly motivated, intellectually curious, and comfortable in a fast-paced, evolving environment.
- Learns quickly when facing new problems.
- Strong business acumen and ability to navigate ambiguity with clarity and structure.
- Makes good decisions based upon a mixture of analysis, experience, and judgment.
- Ability to work effectively with a wide range of decision-makers to yield results.
- Proven ability to synthesize complex problems and communicate insights clearly to senior stakeholders.
- Ability to work autonomously and as part of a team.
- Strong organization skills and ability to manage multiple high priority projects simultaneously and successfully.
Why Emburse?
Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down.
• A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize
their finance operations.
• A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-
world challenges.
• A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that
supports your success.
• A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making
for businesses everywhere.
Shape your future & find what’s next at Emburse.
Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment.
Top Skills
Excel
Jedox
Netsuite Erp
Salesforce CRM
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The Company
What We Do
Emburse humanizes work by empowering business travelers, finance professionals and CFOs to eliminate manual, time-consuming tasks so they can focus on what matters most.
Emburse brings together some of the world’s most powerful and trusted expense and AP automation solutions, including Abacus, Captio, Certify, Chrome River, Nexonia and Tallie. The company’s innovative offerings, which are uniquely tailored for specific industries, company sizes, and geographies, are trusted by more than 4.5 million users in more than 120 countries. Over 14,000 customers, from start-ups to global enterprises, including Boot Barn, Grant Thornton, Telefónica, Lufthansa Systems, and Toyota rely on Emburse to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make users’ lives -- and their businesses -- better.
