Financial Planning and Analysis Expert

About the role

This role focuses on applying financial expertise to develop and refine AI systems. The expert will analyze complex financial and marketing datasets to generate business intelligence, and their work will directly influence how AI models learn and reason. This involves creating comprehensive rubrics based on financial knowledge to improve AI performance and accuracy.

Key responsibilities include developing and implementing advanced financial models, forecasts, and scenario analyses. The expert will also be responsible for preparing, reviewing, and optimizing financial reporting according to US GAAP/IFRS standards. Collaboration with other teams is essential to support strategic planning and decision-making, ensuring compliance with financial regulations and internal controls.

Success in this position means effectively advising on key SaaS metrics such as ARR, MRR, CAC, and LTV to inform business strategies. The individual will contribute to shaping how AI models interpret and utilize real-world financial input, ultimately enhancing the AI's ability to provide actionable insights for the business.

The salary for this position ranges from $35,000 to $58,000 USD annually.

Skills that matter here

• financial models: The role requires developing, refining, and implementing advanced financial models, forecasts, and scenario analyses.
• US GAAP/IFRS: This position involves preparing, reviewing, and optimizing financial reporting under US GAAP/IFRS standards.
• SaaS metrics: The expert will advise on key SaaS metrics like ARR, MRR, CAC, and LTV to guide business strategies.
• analytical mindset: A strong analytical mindset is necessary for analyzing complex financial and marketing datasets and distilling complex concepts.
• written and verbal communication: Exceptional communication skills are required to distill complex financial concepts for diverse audiences.

Who this role suits

• A person with a background in finance, accounting, or a related quantitative field.
• Someone with at least three years of experience in FP&A, audit, or SaaS finance.
• An individual who is detail-oriented and possesses a strong analytical mindset.
• A professional who can clearly communicate complex financial information to various stakeholders.

From the employer

• Analyze complex financial and marketing datasets to deliver actionable business intelligence.
• Develop, refine, and implement advanced financial models, forecasts, and scenario analyses.
• Create comprehensive rubrics using your field knowledge to enhance and refine AI models.
• Prepare, review, and optimize financial reporting under US GAAP/IFRS standards.
• Collaborate with cross-functional teams to support strategic planning and decision-making.
• Ensure compliance with financial regulations and internal controls.
• Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies.

• Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field.
• Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance.
• Investment banking experience is highly preferred.
• Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences.
• Strong analytical mindset and attention to detail.
• Preferred Qualifications:
• CPA, CFA, or a similar advanced financial certification.
• 7+ years of overall professional experience.
• In-depth experience with SaaS metrics and performance analytics.