Senior Financial Analyst

About the role

Redwood Software is seeking a Senior Financial Analyst to join the Finance team and serve as the financial backbone for rapidly growing R&D and Support functions. In this role, you will own the end-to-end financial planning and analysis cycle, driving efficiency and profitability through data-driven insights that directly influence critical business decisions. You will be responsible for leading forecasting and operational activities while maintaining close partnerships with department leads and Redwood leadership. This position requires a hands-on analyst who builds robust financial models, performs deep dives into complex financial data, and translates findings into actionable strategies. You will manage annual budgets and forecasts, execute detailed variance analyses, and ensure all financial reporting is accurate and timely. The role demands strong collaboration across cross-functional teams to align financial strategy with the company's automation and innovation goals. You will play a key part in optimizing operational efficiency by monitoring spending trends and identifying opportunities for cost savings and process improvements. This is an opportunity to impact the future of an autonomous enterprise operating at scale within a high-growth SaaS environment.

Key facts

What you'll do

Drive the annual budgeting and forecasting process for R&D departments including Engineering, Product, Support, Information Security, and AWS infrastructure costs.

Collaborate closely with department heads to collect inputs, validate assumptions, and align financial plans with strategic business objectives.

Construct and refine sophisticated financial models that project operational expenditure trends and highlight potential risks or growth opportunities.

Execute detailed variance analysis by comparing actual operational expenses against budgets and forecasts to uncover meaningful insights.

Investigate root causes of financial deviations and recommend corrective actions to department leaders and executive stakeholders.

Prepare clear, insightful reports and executive-level presentations that summarize financial performance and key drivers of change.

Monitor and track functional Opex spending to ensure strict adherence to approved budgets and financial policies.

Monitor and track Amazon Web Services (AWS) spending to maintain cost efficiency and budget compliance across cloud environments.

Develop and maintain key performance indicators (KPIs) that measure Opex efficiency, effectiveness, and overall financial health of supported functions.

Prepare regular financial reports including monthly, quarterly, and annual operational expense summaries for leadership review.

Support the month-end close process by providing accurate, timely, and comprehensive Opex data to finance and accounting teams.

Build strong, trust-based relationships with peers, R&D department leads, and executive leadership to foster transparency and collaboration.

Communicate complex financial information clearly and effectively to non-financial audiences using straightforward language and visual insights.

Collaborate with the broader finance organization to ensure consistency, accuracy, and compliance across all financial reporting and processes.

Requirements

Possess a Bachelor's Degree in accounting, finance, or a closely related field that provides a strong foundation in financial principles.

Bring a minimum of 3 to 5 years of progressive work experience in financial planning and analysis within a SaaS or subscription-based business model.

Demonstrate strong financial and business modeling skills with hands-on experience building and maintaining financial models in spreadsheets.

Show exceptional written and verbal communication abilities, with a proven track record of explaining financial concepts to diverse stakeholders.

Exhibit excellent analytical capabilities, robust problem-solving skills, and solid business acumen to interpret data and drive decisions.

Display exceptional attention to detail and high standards of accuracy in all financial deliverables and reporting outputs.

Have experience working with complex datasets and financial systems, showing comfort in extracting insights and telling a coherent financial story.

Be highly organized, self-motivated, and capable of managing multiple priorities in a fast-paced, growth-stage environment.

Nice to have

Experience with Workday and Adaptive Planning platforms is considered a significant advantage but remains optional for this role.

Proficiency in Google and Microsoft Suite of products, with an emphasis on advanced Excel and Google Sheets usage for financial analysis.

Familiarity with automation and enterprise software environments, particularly within the context of SaaS operations and cloud cost management.

Practical notes

This is a full-time position.

The role is remote and available to candidates located within the United States.

Travel is not required for this position.

No visa sponsorship is indicated for this hiring listing.

Candidates must be able to start within a timeframe acceptable to the hiring team as defined during the application process.