Description

As a data-driven and proactive Financial Analyst with experience in a SaaS environment, you will own financial reporting, analyze key metrics, and support strategic decision-making at Cardata. You will play a key role in driving financial insights that shape business decisions, working closely with leadership and cross-functional teams.

What You'll Be Doing

Financial Reporting & Analysis:

• Prepare comprehensive reports on financial performance and key metrics for both internal and external stakeholders, including leadership, board, and bank reporting.
• Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting.
• Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance, and drive performance improvements.

SaaS Metrics & Business Intelligence:

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning.
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions.

Strategic Financial Planning:

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning.
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions.

What You’ll Bring

• 3–5 years of experience in financial analysis in a SaaS company.
• Experience working in a small company and/or start-up environment.
• Proven ability to execute financial analysis tasks independently and take ownership of reporting processes.
• Strong experience with financial modeling, forecasting, and SaaS metric calculations.
• Proficiency in Excel, BI tools, and financial reporting software.
• Analytical mindset with the ability to translate complex data into actionable insights.
• Strong communication and presentation skills to support decision-making at all levels.
• A growth mindset and drive to learn, continuously improving financial processes and adapting to evolving business needs.
• Highly organized, reliable, and accountable—able to meet deadlines and deliver high-quality work.
• Strong communication and presentation skills to support decision-making at all levels.

Note: If you feel strongly that you have what it takes for this role but don’t check 100% of the boxes—that’s okay—we encourage you to apply anyway and highlight what you can bring to the table.