This existing position is open to all candidates based in the United States or Canada.
JOB SUMMARY
The Senior Financial Analyst is a key member of the Financial Planning and Analysis team, responsible for owning core planning, forecasting, reporting, and decision-support workstreams. This role partners directly with business leaders to translate operating performance into a clear financial outlook, identify risks and opportunities, and deliver practical recommendations. The successful candidate combines strong financial modeling and analytical skills with sound judgment, attention to detail, and the ability to communicate effectively with senior stakeholders.
Primary Duties and Responsibilities
- Own assigned components of annual budget, quarterly reforecasts, and long-range planning, including assumptions, model updates, and consolidation of business inputs.
- Serve as trusted business partner across the organization, helping leaders understand performance, spend management, headcount trends, and tradeoffs.
- Lead recurring monthly and quarterly reporting for assigned areas, including close review, BvA, and Board-level reporting.
- Prepare accurate, management-ready materials for ELT, Board, and investor/lender reporting.
- Maintain EPM models, reporting structures, and data integrity. Identify and implement process improvements that increase accuracy and efficiency.
- Analyze revenue and SaaS performance across sales teams, customer segments, and products, including ARR, retention, CAC payback, pipeline, and other relevant operating metrics.
- Lead ad hoc financial and strategic analysis, including profitability, investment evaluation, EBITDA, working capital, and M&A-related support as needed.
- Develop strong cross-functional relationships and communicate conclusions, risks, and recommendations clearly to both financial and non-financial audiences.
- Independently take high-level requests from initial question through substantially complete, review-ready output with limited direction.
Minimum Skills and Qualifications
- Bachelor's degree in Accounting, Finance, or equivalent
- Minimum 3 years accounting and/or financial analysis experience
- Strong work ethic, high attention to detail, self-motivated, team player
- Proficient in Microsoft Excel & PowerPoint
- Fundamental understanding of 3 statement financial model
Preferred Skills and Qualifications
- 4+ years in public accounting (Audit/Transaction Services) OR FP&A role, ideally within a B2B SaaS company
- Experience with EPM systems (Workday Adaptive Planning, Pigment, Abacum, Anaplan, etc.)
- Understanding of SaaS financial metrics such as CAC, retention, MRR, pipeline, etc.
- Understanding of GAAP revenue recognition principles for SaaS companies
- Experience with Workday Adaptive Planning a huge plus
- Exposure to M&A (normalized EBITDA, NWC, debt) and foreign currency desirable
- Prior experience with PE backed companies desirable
VelocityEHS is committed to competitive, fair, and equitable compensation practices by offering market-based salary ranges. The expected salary range for this position is between $91,600 and $113,900 CAD (Canada). The expected salary range for this position is between $104,550 and $129,500 USD (United States). We aim to hire between the minimum and midpoint of the salary range and offers at the maximum of the range are uncommon. The final offered salary will be based on candidate’s proficiency in skill set, prior relevant experience, internal equity, market considerations, and other factors. This role is also eligible for our comprehensive benefits package.
We welcome and encourage diversity in the workplace. VelocityEHS is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, marital status, family status, veteran status, Indigenous/Native American status, or disability. Applicants with disabilities can request accessible formats, communication supports, or other accessibility assistance by contacting [email protected] Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. VelocityEHS does not accept unsolicited headhunters and agency resumes. VelocityEHS will not pay fees to any third-party agency or company that does not have a signed agreement with VelocityEHS.
#LI-Remote #BI-Remote
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor’s degree in Accounting, Finance, or equivalent
- At least 3 years of accounting and/or financial analysis experience
- Strong work ethic, attention to detail, self-motivation, and teamwork
- Proficiency in Microsoft Excel and PowerPoint
- Fundamental understanding of three-statement financial modeling
- 4+ years in public accounting, audit, transaction services, or FP&A, ideally in a B2B SaaS company
- Experience with EPM systems such as Workday Adaptive Planning, Pigment, Abacum, or Anaplan
- Understanding of SaaS financial metrics including CAC, retention, MRR, and pipeline
- Understanding of GAAP revenue recognition principles for SaaS companies
- Experience with Workday Adaptive Planning
- Exposure to M&A, normalized EBITDA, net working capital, debt, and foreign currency
- Prior experience with private-equity-backed companies
What the Team is Saying
_Evelyn%20Diaz.jpeg)
_Evelyn%20Diaz.jpeg)
VelocityEHS Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Time off is described as generous, including paid vacation, holidays, sick time, volunteer days, and Summer Fridays with shortened workdays. Feedback suggests PTO can start high and increase with tenure, supporting strong work–life balance.
-
Parental & Family Support — Parental leave is noted for all family types, with reports of extended paid leave for birth and non-birth parents. This breadth makes family support a standout element of the package.
-
Healthcare Strength — Coverage is described as comprehensive, including medical, dental, vision, disability, and life insurance, alongside mental-health and wellness programs. Company materials and role descriptions consistently emphasize strong core health protections.
VelocityEHS Insights
What We Do
VelocityEHS is more than a software company - we’re a team of expert problem solvers passionate about making the world a safer, more sustainable place to work. We simplify complex challenges through innovation, collaboration, and smart technology that drives real impact. At VelocityEHS, you’ll join people who care deeply about doing meaningful work, growing together, and helping companies around the world protect their people and the planet - without unnecessary complexity
Why Work With Us
The work you do here impacts the health and safety of millions of workers around the world. We seek problem solvers with the curiosity, passion and character to make a real difference. You know better than anyone the potential you have — working on a team of great people is the best way to reach it.
Gallery
VelocityEHS Offices
Remote Workspace
Employees work remotely.
We want to enable our employees to structure work around their lives, not the other way around. That’s why we have “Work For All”, our remote-first work plan that allows you to balance your productivity with flexibility.
