Principal Financial Analyst

United StatesRemoteFull-timelead

Finance & AccountingFinancial Analyst

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Quick Summary

Key Responsibilities

Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams Translate complex financial data into clear,

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Finance & AccountingFinancial Analyst

We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.

WHAT YOU'LL DO:

Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams

Translate complex financial data into clear, actionable insights that support strategic planning and decision-making

Proactively identify financial risks and opportunities and communicate findings to business and finance leadership

Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment

Lead the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals

Develop, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning

Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year

Support the monthly close process in partnership with the accounting team

Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends

Design and maintain KPI tracking tools and management reporting packages

Drive process improvements and automation initiatives to enhance reporting efficiency and data integrity

Lead and support ad hoc financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)

Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed

Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).

5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.

Deep understanding of SaaS financial metrics: ARR, GRR, NRR

Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.

Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).

East Coast Location Preferred

Listing Details

Posted: March 30, 2026
First seen: March 30, 2026
Last seen: April 26, 2026

Posting Health

Days active: 26
Repost count: 0
Trust Level: 51%
Scored at: April 26, 2026

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Workwave

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WorkWave provides cloud-based software and fintech solutions for field service businesses, helping them manage operations, sales, and customer interactions. The company serves industries like pest control, lawn care, and cleaning.

Employees

750

Founded

1984

Domain

workwave.com

Jobs

View 17 jobs

View company profile

Salary

USD 115000–145000

per year