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At Clari + Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical partner in scaling the company by building key business relationships across the organization.On a day-to-day basis, you will be responsible for serving as the dedicated finance partner to our Research & Development (Product & Engineering) organization alongside our FP&A leadership. Specifically, you will:Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs that drive our product roadmap.Drive Executive Reporting: Prepare monthly and quarterly management reporting—analyzing financial results, tracking key trends, and communicating business risks and insights to senior leadership.Leverage Modern Tech & AI: Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling to automate finance workflows.Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives and investment decisions.Support Financial Operations: Partner with Accounting during the month-end close process to complete variance analysis and assist with R&D financial reporting.We believe that the most successful SaaS businesses rely on agile, data-driven finance partners who look beyond budget variances to ensure our R&D investments directly fuel platform innovation and growth.WHAT WE’RE LOOKING FOR:We are seeking a self-motivated, tech-savvy, and highly analytical problem solver who is passionate about making an impact. You are an independent thinker with an eye for process improvement, comfortable navigating fast-paced environments, and eager to leverage cutting-edge tools to optimize financial strategy for software engineering teams.THE TEAM:Our Clari + Salesloft Finance team is comprised of seasoned and up-and-coming finance and analytics professionals.The Finance team consists of results-oriented SaaS professionals with a strong analytical mindset and a passion for strategic problem solving. The team members share a few common traits: they are collaborative, highly curious, detail-oriented, and focused on helping the company scale cleanly.THE SKILL SET:2 to 3 years of experience in FP&A, Sales Operations, or quantitative financial analysis roles within a high-growth tech or B2B SaaS environment.Advanced proficiency in Microsoft Excel / Google Sheets for financial modeling.Hands-on experience with modern FP&A platforms (specifically Pigment) and comfort using AI tools (such as Claude AI) to drive analytical productivity.Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).Tech-savvy with strong analytical skills and the ability to learn new systems and workflows quickly.Excellent communication, interpersonal, and presentation skills to interact effectively with engineering leaders and executive management.Collaborative mentality by prioritizing ‘we’ and not focusing on ‘me’.WITHIN ONE MONTH, YOU’LL:Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve themMeet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for youBe introduced to our financial statements, systems (especially Pigment), processes, and dataWITHIN THREE MONTHS, YOU’LL:Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reportingBecome proficient in using al systems, especially PigmentBegin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecastDrive the month end close reporting and variance analysis for your group(s)Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-makingWITHIN SIX MONTHS, YOU’LL:Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and supportTake ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvementOwn the monthly financial reporting to your respective group(s), including ELT memberWITHIN TWELVE MONTHS, YOU’LL:Own the budget and long-range planning for your group(s)Contribute to broader company-wide strategic planning in support of long-term goals and initiativesProactive identity areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization At Clari + Salesloft, we are committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. We focus on culture add, not culture fit, and believe our teams are made stronger by the unique perspectives, experiences, and identities each person brings.We are proud to be an Equal Opportunity Employer and provide employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, pregnancy, or any other characteristic protected by law.It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable. The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans.
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