Senior Financial Analyst

Direct Hire
Boston, Massachusetts
Job ID:
Ian Fraser
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Our growing SaaS client in Boston is looking for a Senior Financial Analyst to join the Finance team! The Financial Analyst will report directly to the VP of Finance to support the analysis and projection of financial performance and profitability for assigned business unit. This position offers tremendous growth opportunity and exposure to executive level leadership. 



  • Analyze and review financial information to budget/forecast trends and provide recommendations to leadership
  • Building financial models to help with executive decision making
  • Acts as business partner to assigned business unit to provide project management and analytical insight.
  • Prepare and issue quarterly, monthly and annual financial reporting
  • Streamline/process improve reporting through leveraging new technology
  • Build, maintain and present budgets and profitability analysis
  • Participate in Firm leadership meetings
  • Ad hoc reporting/projects



  • Bachelor’s degree in accounting or finance
  • Minimum 4 years’ experience in an Analytical capacity within investment management and/or SaaS
  • Effective communication and presentation skills, both verbal and written
  • Expert knowledge of Excel and other Microsoft products

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