Senior Financial Analyst

Posted 15 Hours Ago
Hiring Remotely in United States
Remote
Senior level
Software
The Role
Own FP&A processes including monthly financial reporting, cash forecasting, long-range planning, annual budgeting, financial modeling, and ad hoc analysis. Improve reporting and finance workflows through advanced Excel and AI productivity tools. Partner with cross-functional teams and executives to provide actionable insights, support strategic initiatives, and align operational plans with financial goals.
Summary Generated by Built In

Application and Interview Impersonation NoticeImpersonating another individual when applying for employment, and/or participating in an interview process to assist another individual in obtaining employment, with Precisely Software Incorporated (“Precisely”) is unlawful.  If Precisely identifies such fraudulent conduct, then as applicable and to the extent permitted by law, the application will be rejected, an offer (if made) will be rescinded, or the employment will be terminated, and legal action may be taken against the impersonators.

Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely's 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a "work from anywhere" culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it's an exciting time to join Precisely!

Precisely is an AI-first organization. All employees are expected to demonstrate proficiency in applying AI tools to accelerate their work, improve output quality, and eliminate low-value tasks. Candidates should be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT) in their day-to-day workflows, able to evaluate AI-generated outputs critically, and open to continuously adopting new AI capabilities as they emerge.

This position is 100% remote anywhere in the US

Overview:

As a Senior Financial Analyst, your focus will be on taking ownership of a number of key FP&A processes. As part of the FP&A team, you will ensure operational plans are aligned with financial goals and create transparency that allows us to make the right decisions. The Senior Financial Analyst will play a key role in developing and maintaining reporting, analytics, and modeling that provides valuable insight into the company. In this role, the Senior Financial Analyst will gain deep, hands-on operating experience at a venture-backed software firm. They will also have unique exposure to the CFO and senior executives across functional groups.

What you will do:

  • Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis
  • Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups
  • Participate in long-range planning process, including the creation and/or maintenance of Precisely's long-range model and supporting ad-hoc analyses to inform the model
  • Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely's financial and strategic goals
  • Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions
  • Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines
  • Support ad hoc projects and strategic initiatives

What we are looking for:

Required:

  • Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).
  • Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting is required.
  • Specific technical or software skills required Advanced Microsoft Excel (complex formulas and modeling techniques); experience with AI productivity tools (Claude, Microsoft Copilot).

AI Skills/Knowledge:

  • Experience with AI productivity tools such as Claude and Microsoft Copilot required.
  • Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.

Preferred Skills (a plus but not required):

  • Demonstrated ability to develop long-range financial models or three-statement financial models.

 #LI-KM1                                                                               #LI-Remote


The personal data that you provide as a part of this job application will be handled in accordance with relevant laws. For more information about how Precisely handles the personal data of job applicants, please see the Precisely Candidate Privacy Notice

Skills Required

  • Undergraduate or graduate degree in Business, Finance, or Accounting, or equivalent work experience
  • At least 3 years of relevant FP&A experience
  • Experience with financial modeling, forecasting, and reporting
  • Advanced Microsoft Excel skills, including complex formulas and modeling techniques
  • Experience with AI productivity tools such as Claude and Microsoft Copilot
  • Examples of using AI productivity tools to automate, create, or enhance a process
  • Ability to develop long-range financial models or three-statement financial models

Precisely Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Precisely and has not been reviewed or approved by Precisely.

  • Leave & Time Off Breadth Time off and flexibility stand out, with unlimited time off and work-from-home repeatedly framed as prominent perks. The overall package often feels stronger when remote-first flexibility and generous PTO are prioritized.
  • Healthcare Strength Core medical, dental, and vision coverage is described as established and available alongside common options like FSA/HSA, life, and disability. Health coverage is positioned as solid overall, including indications that coverage can start on day one for U.S. employees.
  • Fair & Transparent Compensation Pay is often characterized as fair-to-okay, with company messaging around pay-equity audits reinforcing an emphasis on fairness in pay practices. Compensation outcomes appear more favorable in some go-to-market roles where on-target earnings can be strong.

Precisely Insights

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The Company
HQ: Burlington, MA
2,800 Employees

What We Do

Precisely is the global leader in data integrity, providing accuracy, consistency, and context in data for 12,000 customers in more than 100 countries, including 99 of the Fortune 100. Precisely’s data integration, data quality, data governance, location intelligence, and data enrichment products power better business decisions to create better outcomes. Learn more at www.precisely.com

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