About the Role
Join the ServiceChannel Finance team as a Financial Analyst (FP&A) and help shape how we plan, forecast, and understand our business.
This role goes beyond traditional reporting—you’ll partner directly with business leaders to translate data into insights, build driver-based models, and influence key strategic decisions. You’ll play a critical role in forecasting performance, improving processes, and scaling financial operations in a high-growth SaaS environment.
What You’ll Do
• Partner with cross-functional leaders to support monthly close, forecasting, and annual planning
• Build and enhance driver-based financial models across bookings, revenue, headcount, and expenses
• Analyze variances (Actual vs. Forecast) and deliver clear, actionable insights on trends, risks, and opportunities
• Develop and track KPIs tied to core business drivers, improving visibility into performance
• Support revenue, utilization, and churn analysis to deepen business understanding
• Prepare exec-ready reporting and presentations for finance leadership
• Identify and implement process improvements and automation opportunities to scale FP&A capabilities
• Collaborate cross-functionally to improve data integrity, reporting accuracy, and decision support
Qualifications/Requirements
• Bachelor’s degree in Finance, Accounting, or related field
• 1+ years of experience in FP&A, financial analysis, or similar role
• Strong Excel skills; experience with financial systems (NetSuite, planning tools) preferred
• Ability to connect details to the big picture and communicate insights clearly
• Analytical mindset with a focus on business drivers and performance improvement
• Self-starter who thrives in a fast-paced, evolving environment
Successful candidate
• Experience with driver-based planning or SaaS metrics (ARR, churn, NDR, etc.)
• Passion for automation, systems, and scalable finance processes
• Strong business partnership skills—you don’t just report numbers, you influence decisions
• Continuous improvement mindset (FBS / Lean principles a plus)
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