About the role
Recurly's Senior Financial Analyst owns opex, COGS, headcount, cash and balance sheet planning for the company and is the finance business partner to our Product and Technology leaders. You'll run these processes from annual plan through monthly forecast and close, prepare key sections of the board, QBR and private equity sponsor reporting, and automate the repeatable parts of the work as we move planning and reporting to an AI-first operating model.
What you'll do
Planning and forecasting
- Own the annual opex and headcount plans and the monthly rolling forecasts across all functions, including workforce assumptions and savings initiatives.
- Own the COGS and gross margin plan and forecast, including hosting, merchant processing and account updater costs.
- Own the cash flow, working capital and balance sheet forecasts, and connect them to the P&L in the three-statement model.
Product and Technology partnership
- Serve as the finance business partner to the CPO and CTO, running monthly reviews of budgets, headcount and vendor spend.
- Model R&D investment and headcount by product line, and track spend against roadmap priorities.
- Raise expense risks and opportunities to the CFO and CHRO early, including plan overages, hiring ahead of budget and savings tracking.
Headcount and spend
- Own headcount reconciliation across HRIS, payroll and plan, including open-role tracking.
- Review hiring requests and compensation changes against the budget and forecast.
- Lead vendor reviews and savings tracking, and flag upcoming renewals and spend anomalies.
Close and reporting
- Deliver monthly and quarterly BvA by function, including the first draft of variance commentary.
- Own the opex, COGS, headcount, cash and balance sheet sections of the monthly close package and flash report.
- Work with Accounting on accruals and balance sheet flux to catch forecast impacts early.
- Automate close and reporting workflows in your area with AI tools, and document the controls and procedures behind them.
Board, investor and executive reporting
- Prepare the opex, COGS, headcount and cash sections of board and QBR materials, and validate the metrics functions submit.
- Prepare materials for the monthly private equity sponsor call.
- Build working capital and net debt analysis for strategic initiatives.