Financial Analyst

As a data-driven and proactive Financial Analyst with experience in a SaaS environment you will own financial reporting, analyze key metrics, and support strategic decision making at Cardata. You will play a key role in driving financial insights that shape business decisions, working closely with leadership and cross-functional teams. 

• Financial Reporting & Analysis
• Prepare comprehensive reports on financial performance and key metrics for both internal and external stakeholders, including leadership, board and bank reporting
• Manage and maintain the cash model, budget, and financial forecasts to ensure accurate and reliable reporting
• Own ARR reporting and conduct budget vs. actual (BvA) analysis, providing insights to educate stakeholders, track financial performance and drive performance improvements

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions

• Evaluate the financial impact of partnerships and expansion opportunities through financial modeling and scenario planning
• Collaborate with leadership to provide data-driven recommendations for growth strategies and investment decisions

• 3–5 years of experience in financial analysis in a SaaS company
• Experience working in small company and/or start-up environment
• Proven ability to execute financial analysis tasks independently and take ownership of reporting processes
• Strong experience with financial modeling, forecasting, and SaaS metric calculations
• Proficiency in Excel, BI tools, and financial reporting software
• Analytical mindset with the ability to translate complex data into actionable insights
• Strong communication and presentation skills to support decision-making at all levels
• A growth mindset and drive to learn, continuously improving financial processes and adapting to evolving business needs
• Highly organized, reliable, and accountable—able to meet deadlines and deliver high-quality work
• Strong communication and presentation skills to support decision-making at all levels