Senior Financial Analyst

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San Francisco, CA, USA
Hybrid
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Travel & expense made easy.
The Role

As a Senior Financial Analyst on Navan’s Strategic Finance team, your role will be critical in accelerating Navan’s strategic roadmap and taking on a variety of operational and strategic initiatives. This position requires strong analytical skills, excellent communication, and the ability to manage multiple priorities in a fast-paced environment. 


What You’ll Do: 

 You will play a key part in Navan’s annual planning, quarterly board reporting, and monthly financial performance review processes, managing project milestones, and developing customized reporting for senior leadership. 

  • Lead and own monthly/quarterly/annual reporting, while ensuring both accuracy and timeliness
  • Develop customized reporting solutions by leveraging advanced analytics and data visualization tools to provide clear insights and recommendations to senior leadership
  • Assist with developing and maintaining a complex, fully integrated 3-statement financial model to forecast future financial performance, evaluate risks and opportunities, and support strategic decision-making with data driven insights. 
  • Capabilities to build and improve models within a framework with principles including consistency and security.
  • Partner with stakeholders across departments to identify relevant key performance indicators (KPIs) aligned with strategic objectives and business goals - including the development of data sourcing methods, monitoring of KPI trends, analysis of performance against targets, and creation of outputs to visualize key insights
  • Collaborate with department leads to track expenses, review forecasts, provide transparent financial insights, and overall be a strategic financial advisor to business partner(s)
  • Conduct ad-hoc financial analysis to support strategic decision-making and respond to leadership requests
  • Monitor and track project milestones across multiple initiatives, ensuring timely completion and clear communication of any changes or risks
  • Identify opportunities to streamline and improve existing financial processes, collaborating with cross-functional teams where necessary

What We’re Looking For:

  • Bachelor’s degree in Finance, Accounting, or a related field; an advanced degree (MBA, CPA, CFA) is preferred
  • 3+ years of work experience, ideally in one of the following areas Investment Banking, Consulting, or Corporate Finance
  • Demonstrated ability to produce accurate, high-quality work under tight deadlines and manage multiple priorities
  • Excellent communication and interpersonal skills, with a proven ability to collaborate effectively across teams
  • Detail-oriented problem solver with a track record of driving process improvements
  • Ability to build trust with stakeholders and leaders across the organization and drive results through soft skills, not through mandates
  • Thrives in ambiguous, fast-moving, and high-intensity environments
  • Nice to have experience working with NetSuite, Workday, Greenhouse, and Anaplan

What the Team is Saying

Brian Guimond
Adamas Victória Cavalcante Robitz
Bastian Martino
Charlotte Delafosse
Adamas Victória Cavalcante Robitz
Daniella Schuh
Alice Rao-Wyckoff
Mily O Loughlin
Anna
Roshni
Henry Statfeld

Navan Compensation & Benefits Highlights

How does Navan ensure its pay and bonus plans are competitive?

Navan offers a comprehensive benefits program designed to support your well-being, financial security, and life outside of work. Our benefits, thoughtfully tailored by country to meet local needs, include healthcare coverage, insurance offerings, and wellness resources for you and your family.

We support long-term financial growth through retirement savings programs and opportunities to participate in our equity plans, so you can share in Navan’s success. To promote balance, we offer flexible time off, country-specific holidays, and paid parental leave for all new parents. Additional benefits include connectivity and commuting support, mental health resources, and exclusive travel-related perks. Wherever you’re based, our benefits evolve with you.

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The Company
HQ: Palo Alto, CA
3,300 Employees
Year Founded: 2015

What We Do

Navan (Nasdaq: NAVN) is the leading all-in-one business travel, payments, and expense management platform that makes travel easy for frequent travelers. From finding flights and hotels to automating expense reconciliation, with 24/7 support along the way, Navan delivers an intuitive experience travelers love and finance teams rely on. See how Navan customers benefit and learn more at navan.com.

Why Work With Us

At Navan, we’re never satisfied with the status quo, and we know breakthrough ideas come from diverse perspectives. We are committed to cultivating a workplace that reflects the diversity of the customers we serve while fostering leadership and innovation.

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Navan Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

In-person connections is the foundation of Navan, the connections forged through face-to-face interactions improve company culture and what we can achieve together. We operate on a hybrid working model, which we define as four days a week in-office.

Typical time on-site: 4 days a week
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