[Remote] Senior Financial Analyst - US Remote

Note: The job is a remote job and is open to candidates in USA. PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The Senior Financial Analyst will be responsible for financial planning and forecasting, reporting and analytics, business partnering, and strategic analysis to support the company's financial health and decision-making processes.ResponsibilitiesOwn and maintain the company's rolling forecast model, including revenue, headcount, and operating expenseLead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecastSupport the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentationsPrepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churnCalculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systemsBuild and maintain variance analysis with clear narrative bridging actuals to budget and forecastAutomate and improve recurring reporting workflows to reduce manual effort and improve accuracyServe as a finance partner to multiple functional areasTranslate financial data into actionable insights for operational leaders with varying levels of finance literacySupport department heads through headcount planning, quota and commission modeling, and budget managementBuild scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support)Contribute to board and investor materials, including financial slides, KPI commentary, and executive summariesAssist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as neededSkills3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical rolePrior experience in a SaaS or subscription-based technology company strongly preferredProficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plusStrong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookingsFamiliarity with GAAP revenue recognition principles, including ASC 606Excellent written and verbal communication; able to present clearly to both operational and executive audiencesHigh attention to detail with the ability to manage multiple deliverables under deadlineExperience with Jedox, Adaptive Insights, Anaplan, or similar FP&A/EPM platformsExposure to PE-backed company reporting requirements (investor packages, covenant compliance, board materials)Experience with Salesforce or CRM data as part of revenue and pipeline reportingBachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus (not required)BenefitsRemote first work environmentHealth, Dental, Vision, Life and Disability Insurance options available day one.401K - with match and immediately vested.17 company holidays, 2 floating holidays plus competitive paid time off policyInternal Advancement OpportunitiesCompany OverviewPerfectServe offers intelligent voice and online and mobile clinical communication solutions for the healthcare industry. It was founded in 1997, and is headquartered in Knoxville, Tennessee, USA, with a workforce of 201-500 employees. Its website is http://www.perfectserve.com/.