Cardata
Financial Analyst, FP&A & Strategic Reporting
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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.
What You'll Be Doing
- 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
SaaS Metrics & Business Intelligence
- 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
Strategic Financial Planning
- 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
What You’ll Bring
- 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
Apply by 9:00am (ET) on April 29th
Cardata Boston, Massachusetts, USA Office
Boston, Massachusetts, United States
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
