The Role

Apptegy is seeking a Lead Financial Analyst to join our FP&A team as a trusted partner and play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners directly with senior leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale.

This is a highly visible, senior individual-contributor role for someone who can own critical planning and analysis end-to-end, contribute to company-wide forecasting and performance management, and build scalable, AI-enabled financial processes that support Apptegy’s continued growth. Above all, the ideal candidate is an exceptional communicator who can translate complex financial and operational data into a clear point of view and influence decisions with senior leaders – up to and including the CEO and CFO.

The ideal candidate combines strong analytical depth with business curiosity and the ability to influence decisions through clear, thoughtful financial storytelling.

What You’ll Do

Own Planning, Forecasting & Performance

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
• Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
• Build and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcount
• Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels
• Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them

Shape Business Insights & Partnership

• Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities
• Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
• Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
• Lead cross-functional analytical projects and the most consequential ad hoc work – pricing, investment cases, new product investments, and operational improvements
  
  

Build Scalable, AI‑enabled Finance Infrastructure

• Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making
• Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort
• Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them
• Mentor junior analysts and serve as a go-to FP&A resource beyond your immediate team.
• Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale

What You’ll Bring

• 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business
• Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis
• Full P&L exposure, including serving as a key driver in annual budget cycles
• Strong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
• Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysis
• Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
• Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline

What Makes You Stand Out

• Experience in a B2B SaaS or subscription-based business with deep familiarity in recurring-revenue metrics and SaaS unit economics
• Experience working in a high-growth company where processes and systems are evolving
• Demonstrated experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reporting
• Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful
• Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms
• Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.)

Compensation

• Base salary range $100,000 - $140,000
• Eligible for 10% bonus