Senior Financial Analyst

 

Senior Financial Analyst

 

InvoiceCloud is a fast-growing fintech company with an award-winning culture and a leading disruptor in the electronic bill presentment and payment (EBPP) space. Serving more than 3,200 customers across the utility, government, and insurance industries, InvoiceCloud’s secure and innovative SaaS platform enhances the customer experience, driving higher digital payment, AutoPay, and paperless adoption rates. By switching to InvoiceCloud, clients can improve customer engagement and satisfaction while lowering costs, accelerating payments, and reducing staff workloads. To learn more, visit InvoiceCloud.com. 

Job Details

We are seeking a highly skilled and results-oriented Senior Financial Analyst to support Customer Success and Engineering. This is a hybrid position and will report to a Finance Manager. This position will play a key part in advancing InvoiceCloud’s mission by driving global expense planning, forecasting, and performance management.

The ideal candidate operates as a proactive, trusted partner—capable of managing complex financial responsibilities, collaborating across teams, and maintaining high standards of analytical rigor and business insight.

Success Profile:

This role is anchored in our company’s core competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position.

 

Drives Efficiency

• Continuously improve reporting, forecasting, and planning processes to strengthen financial visibility and decision support across the organization
  • Collaborate with Accounting to ensure accurate expense reporting and a smooth month-end close process
  • Prepare leadership reporting, business cases, and ad hoc analysis to support planning, performance reviews, and strategic decisions
  • Leverage financial systems and emerging automation or AI tools to enhance forecasting accuracy, streamline reporting workflows, and improve decision support

 

 

Takes Ownership

• Serve as the primary finance partner to Customer Success and Engineering, leading budget, forecast, and monthly expense reporting with clear visibility into performance against plan
  • Take ownership of recurring monthly reporting and forecasting while delivering reliable financial insights to stakeholders
  • Build strong relationships with business partners and gain proficiency in systems, tools, and processes that support FP&A
  • Develop a strong understanding of global expense structure, reporting cadence, planning processes, and key business driver

Results-Driven

• Analyze financial results, identify risks and opportunities, and deliver actionable recommendations to improve forecast accuracy, spending effectiveness, and business performance
  • Partner with business leaders to evaluate spending decisions, headcount needs, and investment tradeoffs aligned to company priorities
  • Lead Engineering margin analysis and capacity planning to support efficient resourcing and scalable growth
  • Provide proactive insights on spending trends, margin performance, capacity needs, risks, and opportunities to inform operating decisions

Requirements

• 5–7 years of relevant finance experience, with emphasis on business partnering and expense management
• Bachelor’s degree in Finance / CA/ICWA, Accounting, Economics, or a related field
• Experience in IT/ITES/SaaS or fintech preferred
• Strong understanding of budgeting, forecasting, variance analysis, and management reporting
• Experience in business support, Customer Success, Engineering,  reviewing monthly financials with forecast and budgets in a dynamic, fast-paced environment
• Strong communication and stakeholder management skills, with the ability to translate financial data into clear business insights and recommendations.
• Ability to manage multiple priorities with a high level of accuracy, accountability, and follow-through
• Self-motivated, curious, and focused on continuous improvement
• Proficient in Excel; experience with Adaptive Planning, NetSuite, Zip, and Workday is a plus
• Experience partnering with global stakeholders across time zones in a hybrid work environment is a plus