Senior Financial Analyst

Requirements

• 5-7 years of relevant finance experience, with emphasis on business partnering and expense management
• Bachelor's degree in Finance / CA/ICWA, Accounting, Economics, or a related field
• Experience in IT/ITES/SaaS or fintech preferred
• Strong understanding of budgeting, forecasting, variance analysis, and management reporting
• Experience in business support,monthly financials with forecast and budgets in a dynamic, fast-paced environment
• Strong communication and stakeholder management skills, with the ability to translate financial data into clear business insights and recommendations.
• Ability to manage multiple priorities with a high level of accuracy, accountability, and follow-through
• Self-motivated, curious, and focused on continuous improvement
• Proficient in Excel; experience with Adaptive Planning, NetSuite, Zip, and Workday is a plus
• Experience partnering with global stakeholders across time zones in a hybrid work environment is a plus
• InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion

Benefits

Additional Information

About InvoiceCloud : InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It's an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com . Senior Financial Analyst InvoiceCloud is a fast-growing fintech company with an award-winning culture and a leading disruptor in the electronic bill presentment and payment (EBPP) space. Serving more than 3,200 customers across the utility, government, and insurance industries, InvoiceCloud's secure and innovative SaaS platform enhances the customer experience, driving higher digital payment, AutoPay, and paperless adoption rates. By switching to InvoiceCloud, clients can improve customer engagement and satisfaction while lowering costs, accelerating payments, and reducing staff workloads. To learn more, visit InvoiceCloud.com . Job Details We are seeking a highly skilled and results-oriented Senior Financial Analyst to support Customer Success and Engineering. This is a hybrid position and will report to a Finance Manager. This position will play a key part in advancing InvoiceCloud's mission by driving global expense planning, forecasting, and performance management. The ideal candidate operates as a proactive, trusted partner-capable of managing complex financial responsibilities, collaborating across teams, and maintaining high standards of analytical rigor and business insight. Success Profile: This role is anchored in our company's core competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position. Drives Efficiency Continuously improve reporting, forecasting, and planning processes to strengthen financial visibility and decision support across the organization - Collaborate with Accounting to ensure accurate expense reporting and a smooth month-end close process - Prepare leadership reporting, business cases, and ad hoc analysis to support planning, performance reviews, and strategic decisions - Leverage financial systems and emerging automation or AI tools to enhance forecasting accuracy, streamline reporting workflows, and improve decision support Takes Ownership Serve as the primary finance partner to Customer Success and Engineering, leading budget, forecast, and monthly expense reporting with clear visibility into performance against plan - Take ownership of recurring monthly reporting and forecasting while delivering reliable financial insights to stakeholders - Build strong relationships with business partners and gain proficiency in systems, tools, and processes that support FP&A - Develop a strong understanding of global expense structure, reporting cadence, planning processes, and key business driver Results-Driven Analyze financial results, identify risks and opportunities, and deliver actionable recommendations to improve forecast accuracy, spending effectiveness, and business performance - Partner with business leaders to evaluate spending decisions, headcount needs, and investment tradeoffs aligned to company priorities - Lead Engineering margin analysis and capacity planning to support efficient resourcing and scalable growth - Provide proactive insights on spending trends, margin performance, capacity needs, risks, and opportunities to inform operating decisions

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