Sr. Financial Analyst (Modeling)

Posted 7 Hours Ago
Hiring Remotely in United States
Remote
Senior level
Software • Automation
The Role
Build and maintain integrated financial models, forecasts, budgets, and scenario analyses for revenue, costs, cash flow, and SaaS metrics. Analyze performance variances, customer economics, cloud costs, and gross margins. Partner with Finance, Sales, Revenue Operations, Product, and infrastructure leaders to validate assumptions, improve forecasting, and support strategic decisions. Present concise financial insights and recommendations to executives and non-financial stakeholders.
Summary Generated by Built In

Senior Financial Analyst

OUR MISSION

At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.

ABOUT US

Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next.

CORE VALUES

  • One Team. One Redwood
  • Make Your Own Weather
  • Obsess over Customer Success
  • Work the Problem
  • Be Curious
  • Own the Outcome
  • Respect Each Other

YOUR IMPACT

Join our Finance team as a Senior Financial Analyst focused on financial modeling for a growing infrastructure software business. You will build forecasts and scenario analyses that connect recurring revenue, customer trends, cloud delivery costs and investment decisions to Redwood’s financial outlook. Partner with Finance and business leaders to turn complex data into clear recommendations.

This hands-on role spans annual planning, long-range modeling, performance analysis and executive reporting. Your work will help leadership assess growth opportunities, improve SaaS unit economics and make informed decisions as the business scales.

Financial Modeling & Planning:

Build and maintain integrated financial models for revenue, gross margin, operating expenses and cash flow, with clear assumptions and sensitivity analyses.

Model SaaS revenue drivers, including bookings, renewals, expansion, churn and annual recurring revenue (ARR), in partnership with Sales, Revenue Operations and Finance.

Support annual budgets, rolling forecasts and long-range plans; evaluate scenarios for growth, pricing, customer demand and infrastructure investment.

Performance Analysis:

Analyze actual results against forecast and plan across revenue, cost of revenue and operating expenses; identify the drivers of material variances.

Track SaaS metrics such as ARR, net revenue retention, gross margin and customer economics, and explain what changes mean for future performance.

Prepare concise analyses and presentations that help leadership evaluate trade-offs, risks and opportunities.

Collaboration & Communication:

Partner with Finance, Sales, Revenue Operations, Product and infrastructure leaders to validate model assumptions and inform business decisions.

Present financial findings clearly to non-financial stakeholders and translate complex analyses into practical recommendations.

Work with the broader Finance team to improve forecasting processes, data quality and consistency in financial reporting.

YOUR EXPERIENCE

3–5 years of experience in financial planning and analysis, ideally in a SaaS or infrastructure software business

Bachelor’s degree in finance, accounting or a related field

Experience with Workday or Adaptive Planning is a plus, but not required

Advanced proficiency in Excel or Google Sheets; ability to work across Google and Microsoft productivity tools

Strong financial modeling skills, including revenue forecasts, scenario analysis and SaaS metrics; experience modeling cloud costs or gross margin is a plus

If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!


THE LEGAL BIT
Redwood is an equal opportunity employer. Redwood prohibits unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws. We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful and will have a zero tolerance policy applied to it.
 

Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at [email protected]

Skills Required

  • 3-5 years of experience in financial planning and analysis, ideally in a SaaS or infrastructure software business
  • Bachelor's degree in finance, accounting, or a related field
  • Advanced proficiency in Excel or Google Sheets
  • Ability to work across Google and Microsoft productivity tools
  • Strong financial modeling skills, including revenue forecasts, scenario analysis, and SaaS metrics
  • Experience modeling cloud costs or gross margin
  • Experience with Workday or Adaptive Planning

Redwood Software Compensation & Benefits Highlights

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

  • Fair & Transparent Compensation — Pay is characterized as competitive or above average, with broad satisfaction around compensation and benefits. Earnings potential is portrayed as particularly strong in customer-facing revenue roles, reinforcing a positive total-rewards baseline.
  • Healthcare Strength — Health coverage is described as especially strong in the U.S., including instances of fully employer-paid insurance. Medical value is framed as a standout element of the overall package even when plan choice is narrower.
  • Retirement Support — Retirement benefits are characterized as notably strong, with a frequently highlighted and “fantastic” 401(k) match. This strengthens the perceived long-term value of the package beyond cash compensation.

Redwood Software Insights

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The Company
HQ: Frisco, Texas
505 Employees
Year Founded: 1993

What We Do

Redwood Software is the leader in full stack automation for mission-critical business processes. With the first SaaS-based composable automation platform specifically built for ERP, we believe in the transformative power of automation. Our unparalleled solutions empower organizations to orchestrate, manage and monitor their workflows across any application, service or server – in the cloud or on premise – with confidence and control

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