Turn2Partners
Sr. Financial Analyst (P/E SaaS - Treasury Focus)
USD 110,000–120,000
About the role
**Title:**
Senior Financial Analyst – FP\&A / Treasury Focus
**Location:**
Fully Remote (East Coast hours required)
**Compensation:**
$110,000 – $120,000 base \+ Bonus
**Company Overview**
Our client is a
**private equity–backed global software company**
delivering enterprise monitoring and analytics solutions used by organizations to maintain performance and reliability across complex technology environments. The company operates globally with multiple legal entities, currencies, and banking relationships and is currently expanding its U.S. finance organization.
This is an opportunity to join a
**high\-growth, globally distributed SaaS platform**
where finance plays a critical role in supporting operational performance, liquidity planning, and strategic decision\-making.
**The Opportunity**
The
**Senior Financial Analyst**
will play a key role within the corporate FP\&A team, supporting global financial planning activities with a strong focus on
**cash forecasting, liquidity management, and treasury\-related analysis**
.
This role is ideal for an analyst coming from
**corporate FP\&A or corporate treasury**
who wants broader exposure in a
**global, private\-equity\-backed technology environment**
.
The position reports directly to the
**Senior Manager of FP\&A**
and will work closely with finance leadership across multiple regions.
**Key Responsibilities**
Treasury \& Cash Management
* Build and maintain
**13\-week rolling cash forecasts**
* Monitor global liquidity and cash positions across multiple bank accounts and entities
* Support
**foreign exchange (FX) exposure monitoring and analysis**
* Maintain
**debt schedules and financing analyses**
tied to private equity capital structures
* Partner with leadership to improve cash management visibility and forecasting accuracy
Financial Planning \& Analysis
* Support
**budgeting and forecasting processes**
* Develop and maintain
**financial models used in forecasting and scenario planning**
* Analyze financial performance relative to forecast and historical trends
* Identify opportunities to improve financial processes, reporting, and data quality
Business Analytics \& Reporting
* Compile and analyze financial data to support strategic decision making
* Partner cross\-functionally with finance and operations teams to gather inputs for planning
* Support preparation of
**management reporting and board materials**
* Deliver insights that improve operational and financial performance
**Qualifications**
Education
* Bachelor’s degree in Finance, Accounting, Economics, or related field
Experience
* 3–4\+ years of experience in:
* Corporate FP\&A
* Corporate Treasury
* Investment banking or financial consulting
Core Skills
* Strong
**cash forecasting and liquidity analysis**
* Advanced
**Excel modeling skills**
* Financial statement analysis
* Ability to build and maintain forecasting models
* Experience working in
**multi\-entity or global environments**
is a plus
Preferred Experience
* Exposure to
**SaaS or technology companies**
* Experience working with
**foreign exchange or debt structures**
* Experience with
**Power BI, Power Query, or financial automation tools**
What Success Looks Like
The ideal candidate is someone who:
* Enjoys
**building and improving financial processes**
* Can analyze complex data and turn it into actionable insights
* Is comfortable working in a
**global, fast\-paced environment**
* Brings a
**hands\-on mindset**
and strong analytical curiosity
Interview Process
1. Initial interview with hiring manager
2. Practical Excel exercise to evaluate modeling and analytical skills
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