财务分析师,研发
Financial Analyst, R&D
**职位名称:财务分析师**
**工作地点:美国,远程**
Clari + Salesloft 正在打造企业收入的新时代——一个由人工智能和真实信号驱动的团队做出自信决策的时代。通过结合我们的规模、洞察力和人工智能创新,我们正在打造首个预测性收入系统,使人类与人工智能协作,做出更明智的决策并推动持续增长。
每天有成千上万的客户使用我们的平台,我们对收入是如何实际获得的有着无与伦比的了解——即揭示发生了什么、何时发生以及结果如何的“收入背景”。这使我们有机会彻底改变整个行业,并为现代收入团队的运作方式设定新的标准。
加入我们,帮助改变全球公司运营收入的方式——并构建将领先的收入团队引领至未来平台。
在 Clari + Salesloft,我们的财务分析师对公司成功至关重要。您将是快速增长且高绩效财务团队的关键成员,并将成为通过建立组织内关键业务关系来推动公司扩展的重要合作伙伴。我们认为,最成功的 SaaS 企业依赖于敏捷、数据驱动的财务伙伴,他们超越预算差异,确保我们的 R&D 投资直接推动平台创新和增长。
日常工作中,您将作为研究与开发(产品与工程)组织的专职财务合作伙伴,与我们的 FP&A 领导层合作。具体职责包括:
- **主导研发财务合作:** 作为产品与工程领导层的专职财务合作伙伴,评估单元级经济性、工程人员编制和推动产品路线图的投资 KPI。
- **推动高管报告:** 准备月度和季度管理报告——分析财务结果,跟踪关键趋势,并向高级管理层传达业务风险和洞察。
- **利用现代技术和人工智能:** 使用 **Pigment** 作为核心 FP&A 规划平台,使用 **Claude AI** 加速数据分析、报告和情景建模,以自动化财务流程。
- **执行商业案例与战略建模:** 进行临时商业案例评估和情景分析,以指导战略技术计划和投资决策。
- **支持财务运营:** 与会计部门合作,参与月度结账流程
查看英文原文
**Job Title: Financial Analyst**
**Location: United State, REMOTE**
Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System, enabling humans and AI to work together to make smarter decisions and drive consistent growth.
With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.
Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.
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. 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.
On a day-to-day basis, you will be responsible forserving 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.
In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to work directly across different management levels to solve complex financial challenges and shape how we scale a world-class revenue platform. You will have an opportunity to make a difference.
#### **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. If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!
#### **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 them
- Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
- Be introduced to our financial statements, systems (especially Pigment), processes, and data
**WITHIN THREE MONTHS, YOU’LL:**
- Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting
- Become proficient in using al systems, especially Pigment
- Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
- Drive 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-making
**WITHIN 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 support
- Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
- Own the monthly financial reporting to your respective group(s), including ELT member
**WITHIN 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 initiatives
- Proactive 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.
If you’re excited about this role even though your experience may not perfectly match every requirement, we encourage you to apply. We are actively hiring across multiple geographies and would love to welcome passionate, curious, and mission-driven individuals to our growing team. Explore our open roles and consider joining us!
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Please note that all official communication regarding job opportunities at Clari + Salesloft will come from an @ [clari.com](http://clari.com) or @ [salesloft.com](http://salesloft.com) email address. If you receive messages on LinkedIn or other job platforms claiming to be from Clari + Salesloft, they may not be legitimate. To verify the authenticity of any job-related communication, please visit our official Careers site.
_We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, notetaking, or summarizing responses. These tools assist our recruitment team but do not replace human judgment — all hiring decisions are made by people. If you would like more information about how your data is processed or prefer to opt out of any AI-assisted tools, please let your recruiter know. Opting out will not impact your experience or consideration._
**#LI-REMOTE**
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.
Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.
The total compensation package for this position may also include performance bonus, benefits and/or other applicable incentive compensation plans.
Base Pay Range
$67,000—$77,500 USD