Senior Financial Analyst

Are you energized by turning complex compensation and financial data into accurate, actionable insights that drive business decisions? Do you enjoy building scalable processes, strengthening controls, and partnering across teams to ensure data integrity and operational excellence? Are you excited to leverage modern financial systems, automation, and AI-enabled tools to improve analysis, uncover trends, and help a fast-growing company scale responsibly? If so, we invite you to be a part of our innovative team.

As a Senior Financial Analyst at Ridgeline, you will play a critical role in supporting variable compensation operations and Corporate FP&A, with a primary focus on ensuring compensation programs are accurately administered, analyzed, accrued, and paid. You will partner closely with Accounting, Revenue Operations, People, Sales, and business leaders to maintain strong governance, deliver reliable reporting, and provide meaningful financial insights that support company growth. You'll work with cutting-edge financial technologies and approved AI-enabled tools to improve data quality, streamline workflows, surface actionable insights, and scale repeatable processes across Finance.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you!

You must be work authorized in the United States without the need for employer sponsorship.

The impact you will have

• Support end-to-end variable compensation operations, including quota modeling, commission calculations, attainment reporting, accruals, payout analysis, and anomaly detection
• Administer and maintain compensation plans within CaptivateIQ, ensuring accurate calculations, plan governance, and timely execution
• Partner with Sales, Revenue Operations, People, Accounting, and business leaders to validate compensation inputs and ensure alignment with approved plan terms
• Prepare and reconcile commission payment files, accrual reports, variance analyses, and supporting documentation in partnership with Accounting and Payroll
• Investigate compensation inquiries, exceptions, disputes, and data discrepancies while maintaining strong controls and governance standards
• Utilize approved AI tools to streamline analysis, improve documentation, identify anomalies, and reduce manual effort while protecting confidential information
• Support monthly close activities, budget-to-actual reporting, forecasting, annual planning, and long-range planning processes
• Maintain and enhance financial models supporting headcount planning, operating expenses, compensation expense, vendor spend, and strategic investments
• Analyze financial and operational performance drivers, identify risks and opportunities, and improve forecast accuracy through data-driven insights
• Prepare reporting packages, dashboards, and executive-ready materials that translate complex financial and compensation data into clear recommendations
• Maintain process documentation, business assumptions, planning templates, and AI-assisted workflows that support scalable and auditable operations
• Identify opportunities to improve data quality, automate manual processes, strengthen controls, and increase operational efficiency as the company grows
• Contribute to a collaborative environment rooted in learning, transparency, accountability, and continuous improvement

What we look for

• 3–5 years of progressive experience in FP&A, corporate finance, accounting, revenue operations, compensation analytics, or a related analytical function
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative field, or equivalent practical experience
• Experience supporting financial planning, forecasting, reporting, compensation analytics, or related business processes
• Familiarity with variable compensation concepts including quotas, commissions, incentive plans, attainment reporting, accruals, and payouts
• Experience working with systems such as CaptivateIQ, Salesforce, Workday, Adaptive Planning, Looker, Tableau, ERP platforms, or similar tools
• Ability to work with large datasets, reconcile information across multiple systems, and produce accurate, reliable reporting
• Strong analytical and problem-solving skills with the ability to translate complex findings into practical recommendations
• Excellent written and verbal communication skills with the ability to communicate effectively across technical and non-technical audiences
• Strong attention to detail and commitment to accuracy when handling sensitive financial and employee-level information
• Sound judgment and discretion when working with confidential data and AI-enabled tools
• Demonstrated ability to manage competing priorities and consistently deliver high-quality work in a deadline-driven environment
• Comfort using approved AI tools to enhance analysis, improve efficiency, and strengthen decision-making while maintaining appropriate human oversight
• Willingness to learn about cutting-edge technologies while cultivating expertise in financial operations, compensation programs, and business planning
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

Bonus

• Experience administering compensation plans in CaptivateIQ
• Experience supporting sales compensation operations, commission accounting, or compensation governance processes
• Familiarity with SaaS business models, recurring revenue metrics, and subscription-based financial planning
• Experience building dashboards, automating reporting workflows, or implementing process improvements using analytics and automation tools
• Exposure to compensation accrual accounting, payroll processes, or revenue operations functions

About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, the Bay Area, and Dublin, Ireland. Ridgeline is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The cash compensation amount for this role is targeted at $107,000 - $134,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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