FINANCIAL ANALYST
Alpharetta, GA - On site Work Requirement
Do you have experience development comprehensive business proformas & forecasting models? GREAT! We are seeking a detail-oriented and forward-thinking Financial Analyst to join our growing team. The ideal candidate will combine strong analytical skills with a deep understanding of financial modeling for hybrid revenue models—specifically, those that blend hardware sales or leases with recurring Software as a Service (SaaS) subscriptions.
The Financial Analyst will play a critical role in shaping data-driven business decisions by developing comprehensive proformas, forecasting models, and profitability analyses that support both operational planning and strategic growth initiatives.
Key Responsibilities
Develop Financial Proformas:
Build multi-year business models incorporating hardware sales, leasing structures, and SaaS recurring revenue streams.
Forecasting & Budgeting:
Prepare and maintain rolling forecasts, including ARR (Annual Recurring Revenue), MRR (Monthly Recurring Revenue), churn, and CAC metrics.
Revenue & Margin Analysis:
Analyze revenue composition between product sales, leases, and subscriptions to identify growth opportunities and pricing optimization.
Scenario & Sensitivity Analysis:
Evaluate “what-if” models for new product launches, pricing changes, or capital investments.
Performance Reporting:
Produce monthly and quarterly financial dashboards, highlighting key variances between actuals and projections.
Strategic Planning Support:
Partner with Sales, Product, and Operations to align financial forecasts with business objectives.
Valuation & ROI Studies:
Prepare discounted cash flow (DCF), NPV, and IRR analyses to evaluate new opportunities or initiatives.
Operational Finance Integration:
Collaborate with accounting to ensure accurate revenue recognition for hybrid (hardware + SaaS) models under GAAP.
Requirements
Qualifications
Education:
Bachelor’s degree in Finance, Accounting, Economics, or related field required. MBA or CPA preferred.
Experience:
3–5+ years of experience in corporate finance, FP&A, or business analysis.
Experience in technology, SaaS, or subscription-based models strongly preferred.
Technical Proficiency:
Advanced Excel or Google Sheets (financial modeling, macros, pivot tables, etc.)
Familiarity with BI tools (Power BI, Tableau, or Looker)
Working knowledge of accounting systems (QuickBooks Online, NetSuite, or similar)
Analytical Expertise:
Skilled in financial forecasting, scenario modeling, and performance reporting.
Soft Skills:
Exceptional attention to detail, strong communication skills, and the ability to translate data into actionable insights for executives.
Preferred Experience
- Understanding of hardware lifecycle costing, subscription billing models, and SaaS KPIs (ARR, LTV/CAC, churn).
- Prior involvement in pricing strategy or investor presentations.
- Ability to manage multiple models simultaneously while meeting tight deadlines.
Success Attributes
- Business acumen — understands how operational actions impact financial outcomes.
- Accuracy and integrity — produces reliable, audit-ready data.
- Collaboration — works effectively across departments to support leadership decisions.
- Curiosity and innovation — seeks continuous improvement in reporting and modeling processes.
Benefits
Benefits Plan Designed With You In Mind
Major Medical Policy: Multiple Plan Options.
Dental Insurance
Vision Insurance
Paid-time-off (PTO)
Paid Federal and Floating Holidays
Company Paid Life Insurance.
Long & Short-term Disability Policies Available.
Class-A Office Space
On-Site Exercise Facility
On-Site Cafeteria
and much more....