Senior Financial Analyst

Level Access

About The Position

At Level Access, we’re leading the digital accessibility revolution—helping global enterprises create inclusive, compliant, and exceptional digital experiences. Our AI-driven platform, combined with deep accessibility expertise, enables organizations to design, build, and maintain accessible web, mobile, and product experiences that align with WCAG, Section 508, and ADA standards. We partner with some of the world’s largest brands to operationalize accessibility—transforming compliance from a checkbox exercise into a sustainable, organization-wide culture of inclusion! The Senior Financial Analyst will be a key member of the finance team responsible for driving planning, forecasting, and performance insights across Level Access. This role will focus on company-wide FP&A supporting executives with data-driven analysis, board-level materials, and metrics that reflect a scaled, recurring revenue model. This role will report to the VP of FP&A!

Requirements

4–7 years of progressive experience in FP&A or corporate finance, including time at a B2B SaaS or recurring revenue company.
Strong command of SaaS economics and metrics (ARR, NRR/GRR, CAC, LTV, payback, cohort analysis, revenue recognition concepts).
Advanced Excel/Sheets skills and experience building and maintaining integrated financial models.
Experience working with financial systems and data tools (e.g., ERP, CRM, planning and BI tools).
Excellent analytical, problem-solving, and communication skills, with the ability to distill sophisticated data into actionable insights.
Bachelor’s degree in Finance, Accounting, Economics, or related field.

Nice To Haves

Experience in a high-growth SaaS company in the ~$50–200M ARR range.
Prior involvement in board reporting, investor relations support, or long-range planning.
Familiarity with accessibility, compliance, or related software markets is a plus.

Responsibilities

Corporate planning and forecasting
Be responsible for the consolidated company financial model, including revenue, expense, cash flow, and headcount forecasts
Lead annual budget and rolling forecast cycles in partnership with functional leaders (GTM, R&D, G&A, Customer Success).
Perform scenario modeling on growth, hiring, and margin profiles to support strategic decisions and trade-offs.
Financial Metrics Analytics
Build and maintain detailed SaaS metrics financial reporting, including ARR, NRR/GRR, Revenue/FTE amongst others
Partner with RevOps to stay aligned on operational KPIs that drive Financial performance
Operating Expense and Headcount management
Partner with department leaders to manage budgets, track variances, and identify efficiency opportunities across Opex (R&D, S&M, G&A).
Develop headcount and labor cost models that align hiring plans with revenue and margin targets.
Compose standardized monthly budget vs. actuals packages, including commentary and trend analysis for leadership.
Management and board reporting
Prepare monthly and quarterly reporting packages for the executive team, highlighting key variances, risks, and opportunities.
Support creation of board materials, and investor presentations
Translate sophisticated analyses into concise stories for non-finance partners.
Strategic projects and decision support
Evaluate investments in product, AI capabilities, GTM initiatives, and partnerships using ROI, payback, and unit economics.
Support pricing, packaging, and commercial strategy analysis in coordination with Product and GTM teams.
Lead ad hoc deep dives on topics such as SaaS vs. Services mix, margin expansion, and capital allocation.
Process, tools, and data quality
Improve FP&A processes, calendars, and templates to increase accuracy, speed, and repeatability of reporting cycles.
Help enhance the finance tech stack (e.g., planning tools, BI, ERP) and ensure alignment of data definitions across systems.
Promote a culture of data integrity, consistent KPI definitions, and self-serve reporting where feasible.