Financial Analyst for SaaS Forecast Dashboards
Skills Required
Description
Forecasting in SaaS isn’t just about projecting numbers — it’s about understanding patterns that drive growth. We’re seeking a Financial Analyst who can develop accurate and visually engaging forecast dashboards to help guide strategic decisions and investment planning.
You’ll build financial models that integrate revenue, churn, cost, and customer acquisition metrics. These dashboards will translate complex data into actionable insights for leadership and investors.
A strong background in Excel and financial modeling is essential. You’ll create dynamic sheets with automated formulas, visual summaries, and clear KPIs that update with real-time data feeds.
The focus will be on clarity. Every chart and graph should simplify, not complicate, the story behind the company’s financial performance.
You’ll work closely with the finance and product teams to understand recurring revenue models — tracking MRR, ARR, and LTV metrics to shape quarterly forecasts and performance projections.
Consistency will matter as much as precision. Forecast templates should be easy to maintain and scalable as the company grows and adds new business units or revenue streams.
Your deliverables will include interactive dashboards that visualize growth scenarios and help compare actual results against budgeted goals. Stakeholders should be able to glance at your reports and instantly grasp the financial outlook.
Understanding the SaaS model is ...