Financial Analyst

Allego is a high growth SaaS company headquartered in the greater Boston area and a leader in modern revenue enablement. Our platform is purpose built to help revenue teams learn, practice, share, and apply knowledge more effectively, ensuring they are prepared to perform in every customer interaction. By combining learning, content, and performance enablement into a single integrated experience, Allego drives measurable impact across sales and customer facing organizations.

With offices in the United Kingdom and Colombia, we are a truly global organization supporting customers across regions and industries. Our distributed team reflects the modern workforce we serve. Customers love Allego not only for the measurable results our platform delivers, but also for the people behind it. They value the partnership, expertise, and commitment our employees bring every day.

Our growth is matched by our culture. Allego has been recognized by The Boston Business Journal, The Boston Globe, and Inc. Magazine as a Best Place to Work, and we were honored by Selling Power as one of the 50 Best Companies to Sell For in 2024 and 2025. We are proud to build a platform customers love and a workplace employees love.

We are looking for a Financial Analyst to help drive planning, reporting, and decision support across the business. This role will partner closely with leaders in functions such as G&A, R&D, Sales, Customer Success, and Operations to improve financial visibility, support investment decisions, and strengthen forecasting accuracy. A key success criterion will be assisting in building out the company’s PowerBI reporting framework for across org decision making. As such, prior experience with PowerBI or similar software is extremely valuable.

The ideal candidate is analytically strong, comfortable working with large data sets, and able to turn financial and operational data into clear recommendations. This is a high-impact role for someone who wants to influence business decisions and build their brand internally.

• Partner with business leaders to support budgeting, forecasting, and long-range planning
• Prepare and analyze monthly, quarterly, and annual financial and operating reports, including budget vs. actuals
• Build and maintain financial models for headcount, departmental spending, revenue scenarios, and investment decisions
• Deliver variance analysis and explain key drivers, risks, and opportunities to finance and non-finance stakeholders
• Support SaaS and operating metric reporting, including bookings, ARR, retention, churn, and other topline KPIs as applicable
• Help develop scenario models and business cases to support strategic initiatives and resource allocation
• Collaborate with Accounting to ensure alignment between actuals, accruals, and management reporting
• Improve reporting processes, data quality, and forecast efficiency through automation and AI
• Contribute to executive presentations, board materials, and ad hoc analysis for senior leadership

Requirements

• Bachelor’s degree in finance, Accounting, Economics, or a related field
• 2–5 years of experience in FP&A, finance, accounting, or another analytical role
• Strong financial modeling and analytical skills
• Advanced Excel skills
• Experience with software tools such as NetSuite, Adaptive, PowerBI, and Salesforce
• Strong attention to detail and ability to work with large and imperfect data sets
• Clear written and verbal communication skills
• Ability to work cross-functionally and influence decision-making with data

• Experience in a SaaS or software business
• Familiarity with recurring revenue metrics such as ARR, bookings, retention, and churn
• Experience supporting G&A, R&D, GTM, or customer operations functions
• Exposure to SQL, data warehouses, or finance systems integrations

In the first 6–12 months, this person will:

• improve the speed and accuracy of monthly reporting
• provide clearer insight into spending, forecast changes, and business performance
• help leaders make better investment and planning decisions
• strengthen finance’s role as a strategic partner across the company
  

Benefits

Allego offers a comprehensive and competitive benefits program that enables employees to choose the benefits that best fit their needs and the needs of their families. Full time new hires are eligible for most benefits on the first day of employment:

• Medical/dental/vision
• Unlimited vacation
• Paid parental leave
• Health Reimbursement Account (HRA)
• Flexible Spending Account (FSA)
• 401(k) with matching 
• Short & long term disability, AD&D, life insurance
• Allego Stock options

*This position is posted as hybrid, however remote candidates may be considered.*

• $75,000 - $100,000 base salary

• 10% variable target
• Allego stock options