Financial Analyst, R&D

About this role

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 for serving 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 Adaptive), 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 Adaptive

• 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 yo

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