Senior Financial Operations Analyst

This role exists to bring financial rigor, forecasting precision, and strategic insight to a high-growth environment where your analysis directly influences resource allocation, project profitability, and organizational planning. You will partner with Directors, Project Managers, and VPs to transform complex project data into actionable intelligence that drives both customer outcomes and business performance.

Responsibilities

Support, advise, and educate Directors, Project Managers, and VPs on project and organizational budgeting, forecasting, and Estimate-at-Completion (EAC) processes; Track, report, and analyze program spend against funding and contract values; Conduct detailed planning, reporting, and analysis on key Customer Success performance metrics; Provide data-driven recommendations and advisory to supervisors and stakeholders, developing analytical tools as needed; Partner with key stakeholders across Customer Success and other departments to manage financial and operational processes for projects and business areas; Develop and maintain accurate pipeline forecasts, analyze pipeline trends, and provide insights to improve sales effectiveness and revenue predictability; Lead the development of essential financial processes and reporting for Customer Success operations; Manage financial reporting and analysis, revenue and profit forecasting, utilization analysis, and other business management tasks; Lead and assist with program financial duties, including project labor costing, SOW analysis, bill rate analysis, and FFP percentage of completion revenue recognition; Serve as Project Leader/Manager for medium to high-complexity special projects and operational initiatives, handling requirements gathering, stakeholder alignment, schedule management, and reporting; Develop and implement best practices on budgeting, forecasting, timesheet compliance, and other relevant best practices for new managers; Able to work with high-level, ambiguous business challenges and transform them into clear, structured financial models

Requirements

4+ years in financial analysis, project finance, project control, finance operations, or corporate finance within a professional services/consulting organization; Demonstrated leadership abilities through proactive communication and effective support of stakeholders at various organizational levels and functional domains; Stakeholder Collaboration: Exceptional communication skills with a track record of successfully navigating conflict resolution and balancing competing business demands; Strong analytical skills with proven experience in developing financial reporting and analysis; Bachelor's degree in Finance, Accounting, and/or a related field; Expert in Excel / Googlesheets, knowledge of Tableau and CRM systems (Salesforce); Fast learner capable of working independently with minimal direction

Nice to have

Experience working within a Technology Company, particularly with a SaaS (Software as a Service) business model; Working knowledge of key SaaS metrics (NRR, GRR, Renewal Rates, etc.)

Benefits

401(k) plan with company match; Flexible time off; Paid parental leave; Medical, dental, and vision plans; Life insurance; Disability insurance; Wellness programs; Flexible spending accounts; Health savings account contributions; Employee referral bonus program; Learning and development resources; Employee Assistance Program (EAP) with free mental health support; Employee Stock Purchase Program (ESPP); Retirement/pension plan; Wellness dollars; Tuition reimbursement; Family-forming benefits; Leadership program for new and aspiring managers; Appian University training; Eight employee-led affinity groups; Possible equity awards; Discretionary bonus