Qureos Mentor

RevSpring, Inc

<div><div><b>Financial Analyst</b></div>
<div><b>Job Title: Financial Analyst</b></div>
<div><b>Overview</b></div>
<div><b>RevSpring is seeking a highly motivated and detail-oriented Financial Analyst to join our dynamic Finance team. This role supports financial planning, forecasting, reporting, and business performance analysis across the organization. The ideal candidate is an analytical self-starter with strong modeling skills, familiarity with SaaS business metrics, and the interpersonal skills needed to collaborate effectively with cross-functional teams. This individual will also be encouraged to leverage AI tools and modern planning platforms to improve efficiency, reporting quality, and financial insight.</b></div>
<div><b>This role is critical in providing financial planning, analysis, and reporting to support key business decisions and strategic growth initiatives.</b></div>
<div><b>Key Responsibilities</b></div>
<ul><li>Prepare and deliver accurate and timely monthly and quarterly financial reporting, variance analysis, and business insights to management.</li>
<li>Support the annual budget, monthly and quarterly forecast, and long-range planning processes.</li>
<li>Build and maintain financial models, including forecasting models, scenario analyses, and operating models that support analysis across the income statement, balance sheet, and cash flow statement.</li>
<li>Develop, maintain, and analyze key SaaS and subscription metrics, including ARR, MRR, churn, CAC, LTV, and net retention, to provide insight into business performance and trends.</li>
<li>Partner with department leaders and cross-functional teams to support budgeting, forecasting, expense management, and operational decision-making.</li>
<li>Act as a finance business partner to assigned functions, providing ad hoc analysis, reporting, and financial guidance to help manage budgets and improve operational efficiency.</li>
<li>Assist in preparing monthly, quarterly, and ad hoc financial reports and presentations for senior management and the Board of Directors.</li>
<li>Analyze actual results against budget, forecast, and prior periods, and identify key variances, risks, and opportunities.</li>
<li>Support resource planning, investment analysis, and business case development for operational and strategic initiatives.</li>
<li>Leverage AI-enabled tools such as ChatGPT, Claude, or similar technologies to improve the speed, quality, and scalability of analysis, reporting, commentary, and planning support.</li>
<li>Utilize modern FP&amp;A and planning tools such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar platforms to support forecasting, reporting, workflow efficiency, and scenario modeling.</li>
<li>Identify and help implement improvements in financial processes, reporting methodologies, planning capabilities, automation, and data integrity.</li>
<li>Complete special projects and ad hoc analyses as assigned by finance leadership.</li>
</ul><div><b>Required Qualifications &amp; Skills</b></div>
<div><b>Technical Expertise</b></div>
<ul><li>2+ years of experience in FP&amp;A, financial analysis, corporate finance, investment banking, or related finance roles.</li>
<li>Experience with budgeting, forecasting, management reporting, and variance analysis.</li>
<li>Strong financial modeling skills, with the ability to build and maintain detailed forecasting and operating models and a solid understanding of how business activity impacts the income statement, balance sheet, and cash flow statement.</li>
<li>Familiarity with SaaS metrics and reporting concepts, including recurring revenue, retention, and customer economics.</li>
<li>Advanced Excel skills, including pivot tables, lookup functions, and complex formulas.</li>
<li>Experience with ERP systems, financial reporting tools, and budgeting or planning software preferred.</li>
</ul><div><b>AI and Systems Capabilities</b></div>
<ul><li>Interest in and practical experience using AI tools such as ChatGPT, Claude, or similar technologies to improve productivity, reporting, analysis, and decision support.</li>
<li>Exposure to planning and performance management platforms such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar tools is preferred.</li>
</ul><div><b>Professional Competencies</b></div>
<ul><li>Strong analytical and problem-solving skills.</li>
<li>Exceptional attention to detail and commitment to accuracy.</li>
<li>Self-starter with the ability to take ownership of work and manage multiple priorities effectively.</li>
<li>Strong verbal and written communication skills.</li>
<li>Strong interpersonal skills and ability to work collaboratively with cross-functional teams.</li>
<li>Ability to explain financial information clearly and effectively to non-finance stakeholders.</li>
<li>Organized and able to meet deadlines in a fast-paced environment.</li>
<li>Willingness and ability to learn quickly, adapt, and continuously improve.</li>
<li>Professionalism and confidence to participate in and help lead productive meetings and discussions.</li>
</ul><div><b>Education</b></div>
<div><b>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, or a related field.</b></div>
<div><b>Preferred Qualifications</b></div>
<ul><li>Experience in a technology, software, or SaaS company.</li>
<li>Experience with modern FP&amp;A platforms and financial planning tools.</li>
<li>Exposure to board reporting, executive presentation materials, or business case development.</li>
</ul><div><b>Supervision</b></div>
<div><b>No</b></div>
<div><b>Certifications</b></div>
<div><b>N/A</b></div>
<div><b>Language Skills:</b><br>
Ability to read, analyze, and interpret business documents, financial reports, and industry publications. Ability to write reports, business correspondence, and presentations. Ability to effectively present information and respond to questions from internal stakeholders and leadership.</div>
<div><b>Physical Capabilities: Standard categories</b><br>
The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals</div></div>

Financial Analyst

<div><div><b>Job Title: Senior Financial Analyst</b></div>
<div></div><div><b>Overview</b></div>
<div><b>RevSpring is seeking a highly motivated, detail-oriented, and strategic Senior Financial Analyst to join our Finance team. This role is responsible for supporting financial planning, forecasting, reporting, and business performance analysis across the organization. The ideal candidate combines strong financial modeling and SaaS metric expertise with the ability to partner effectively across functions, communicate clearly with leadership, and leverage AI tools and modern planning platforms to improve efficiency and decision-making.</b></div>
<div><b>This individual will play a key role in budgeting, forecasting, board reporting, long-range planning, and operational analysis, while helping enhance finance processes, reporting capabilities, and data-driven insights.</b></div>
<div><b>Key Responsibilities</b></div>
<ul><li>Prepare and deliver accurate and timely monthly and quarterly financial reporting, variance analysis, and business insights to management.</li>
<li>Support and help lead the annual budget, quarterly forecast, and long-range planning processes.</li>
<li>Build, maintain, and enhance financial models, including scenario analyses, operational forecasting tools, and models that reflect business impacts across the income statement, balance sheet, and cash flow statement.</li>
<li>Develop, maintain, and analyze key SaaS and subscription metrics, including ARR, MRR, churn, CAC, LTV, and net retention, to provide meaningful insight into business performance and trends.</li>
<li>Partner with department leaders and cross-functional teams to support budgeting, resource planning, forecasting, and operational decision-making.</li>
<li>Act as a finance business partner to assigned functions, providing ad hoc analysis, reporting, and recommendations to improve financial performance and operational efficiency.</li>
<li>Assist in the preparation of executive and Board of Directors presentations, including financial results, forecasts, and strategic analyses.</li>
<li>Evaluate actual results against budget, forecast, and prior periods, identifying risks, opportunities, and recommended actions.</li>
<li>Monitor progress against company goals and strategic initiatives through financial and operational performance analysis.</li>
<li>Leverage AI-enabled tools such as ChatGPT, Claude, or similar technologies to improve the speed, quality, and scalability of analysis, reporting, commentary, and planning support.</li>
<li>Utilize modern FP&amp;A and planning tools such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar platforms to support forecasting, reporting, workflow efficiency, and scenario modeling.</li>
<li>Lead or support initiatives to improve financial processes, reporting methodologies, planning capabilities, automation, and data integrity.</li>
<li>Complete special projects and ad hoc analyses as assigned by finance leadership.</li>
</ul><div><b>Required Qualifications &amp; Skills</b></div>
<div><b>Technical Expertise</b></div>
<ul><li>5+ years of progressive experience in FP&amp;A, corporate finance, strategic finance, or related financial analysis roles.</li>
<li>Strong experience with budgeting, forecasting, management reporting, and performance analysis.</li>
<li>Strong proficiency in financial modeling, scenario analysis, and long-range planning, with the ability to evaluate business performance across the income statement, balance sheet, and cash flow statement.</li>
<li>Strong knowledge of SaaS metrics and reporting, including recurring revenue and retention analysis.</li>
<li>Advanced Excel skills, including pivot tables, lookup functions, and complex formulas.</li>
<li>Experience with ERP systems, reporting tools, and financial planning platforms.</li>
</ul><div><b>AI and Systems Capabilities</b></div>
<ul><li>Demonstrated experience using AI tools such as ChatGPT, Claude, or similar technologies to enhance productivity, automate analysis, improve reporting, and support decision-making.</li>
<li>Experience with planning and performance management platforms such as Anaplan, Pigment, Vena, NetSuite Planning, NSPB, Adaptive Planning, or similar tools strongly preferred.</li>
</ul><div><b>Professional Competencies</b></div>
<ul><li>Strong analytical, problem-solving, and financial storytelling skills.</li>
<li>Exceptional attention to detail and commitment to accuracy.</li>
<li>Ability to manage multiple priorities and deadlines in a fast-paced environment.</li>
<li>Strong interpersonal skills and ability to collaborate effectively across all levels of the organization.</li>
<li>Strong verbal and written communication skills, including the ability to present complex financial information clearly to senior leadership.</li>
<li>Ability to work independently, take ownership of projects, and drive work to completion.</li>
<li>Confidence leading meetings, facilitating discussions, and influencing cross-functional stakeholders.</li>
<li>Proven ability to identify process improvement opportunities and implement practical solutions.</li>
</ul><div><b>Education</b></div>
<div>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, or a related field.</div>
<div><b>Preferred Qualifications</b></div>
<ul><li>Experience in a high-growth technology, software, or SaaS company.</li>
<li>Experience supporting executive leadership and Board reporting.</li>
<li>Experience with automation, AI-enabled workflows, or advanced reporting processes.</li>
</ul><div><b>Supervision</b></div>
<div><b>No</b></div>
<div><b>Certifications</b></div>
<div><b>N/A</b></div>
<div><b>Language Skills:</b><br>
Ability to read, analyze, and interpret business documents, financial reports, and industry publications. Ability to write reports, business correspondence, and presentations. Ability to effectively present information and respond to questions from internal stakeholders and leadership.</div>
<div><b>Physical Capabilities: Standard categories</b><br>
The physical capabilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals</div></div><div></div>

Senior Financial Analyst

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RevSpring, Inc

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Financial Analyst

Senior Financial Analyst