Financial Analyst

The Role

Apptegy is seeking a Financial Analyst to play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners closely with leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale.

This is a highly visible role designed for a strategic thinker who enjoys translating complex financial and operational data into meaningful insights for business leaders. As a senior individual contributor, you will own critical planning and analysis workflows, contribute to company-wide forecasting and performance management, and help build scalable, automated financial processes – leveraging AI tools and modern planning platforms – that support Apptegy’s continued growth.

The ideal candidate combines strong analytical depth with business curiosity and the ability to influence decisions through clear, thoughtful financial storytelling.

What You’ll Do

Own Planning, Forecasting & Performance

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning.
• Build and maintain scalable financial models across revenue, operating expenses, and headcount.
• Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels.
• Lead monthly and quarterly reviews with clear variance and trend analysis for leadership.

Shape Business Insights & Partnership

• Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities.
• Translate complex data into clear, actionable recommendations for senior leaders and cross‑functional partners.
• Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities.
• Lead ad hoc analysis and scenario modeling for high‑impact projects such as pricing, new product investments, and operational improvements.
  
  

Build Scalable, AI‑enabled Finance Infrastructure

• Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making.
• Implement and optimize FP&A tools (e.g., Pigment) and related systems, building workflows that reduce manual effort.
• Design and run automated, AI‑enabled reporting and processes that improve speed, accuracy, and data quality.
• Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale.

What You’ll Bring

• 3+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
• Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large dataset analysis
• Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
• Ability to synthesize complex data into clear insights and actionable recommendations
• Experience partnering cross-functionally with business leaders and influencing decisions through financial analysis

What Makes You Stand Out

• Experience in a SaaS or subscription-based business with familiarity in recurring revenue metrics (ARR, retention, LTV/CAC, payback)
• Experience working in a high-growth company where processes and systems are evolving
• Demonstrated interest or experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reporting
• Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful
• Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms
• Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.)

Compensation Range: $75,000 - $100,000