[Hiring] Senior Financial Analyst @Unbounce

Role Description

Unbounce is looking for a Senior Financial Analyst, FP&A (AI First) to join our FP&A team. You'll run our budgeting and forecasting cycles, prepare monthly reporting, support the accounting team through month-end close, and partner with teams across the business to answer financial questions.

This is an AI-native role: the outputs are familiar (an annual budget, a rolling forecast, a monthly reporting package, board metrics), but you will spend a meaningful share of your time building the systems that produce them rather than producing them by hand.

Concretely, when a recurring analysis takes four hours by hand, we expect your instinct to be to build the thing that does it in four minutes next month, and then to be the person who can tell whether its answer is right. The second half matters more than the first. Automation without judgment is worse than no automation, and this role owns both.

What You’ll Be Doing

• Build and operate AI-driven finance workflows.
• Design, build and maintain the AI agents and automated workflows that carry the recurring FP&A load: variance analysis, first-pass commentary, cohort and retention analysis, board metric refreshes, and the routine data pulls underneath all of them.
• Use AI as a default part of your workflow, across analysis, modeling, reporting, and commentary, within our team practices and data-handling guidelines.
• Use Claude to speed up analysis, automate recurring reporting, draft first-pass variance commentary, and pressure-test your own assumptions before numbers go out.
• Build the context these agents need in order to be reliable: metric definitions, documented data lineage from source system to report, and explicit rules for how each number is constructed.
• Decide what should and should not be automated.
• Own the finance team's shared library of agents, prompts, skills and calculation templates.
• Own what the tools produce, review AI-assisted work to the same standard as your own, and know when a question needs judgment instead.
• Raise the ceiling for the people around you.

Planning and forecasting

• Prepare the annual budget and quarterly/monthly forecast updates, gathering inputs from department leaders.
• Maintain the company's financial model (revenue, expenses, headcount, and cash) and keep the key assumptions up to date.
• Run scenario analysis to help leadership weigh decisions.

Reporting

• Own the monthly reporting package: actuals versus budget and forecast, variance analysis, and commentary.
• Help prepare materials for leadership and board meetings, including our key metrics and dashboards.
• Work with the accounting team during month-end close to make sure results are accurate and on time.

Metrics and analysis

• Own our core SaaS metrics (ARR/MRR, net and gross revenue retention, churn, CAC, and LTV) and keep the definitions consistent.
• Look at customer, product, and segment profitability and take the findings to the people who can act on them.
• Build and maintain reports in our BI tools so teams can see the numbers they need.

Working with the business

• Be the finance point of contact for Sales, Marketing, Product, and G&A.
• Partner with Data and Analytics to scope reporting needs.
• Help evaluate the costs and benefits of proposed projects and investments.
• Handle ad-hoc analysis requests as they come up.

Qualifications

• A reliable instinct for when a machine-generated answer is wrong.
• Structured thinking: ability to break a vague business question into defined, verifiable steps.
• Demonstrated use of AI tools in real finance work.
• Experience building AI-assisted workflows.
• 3–5+ years of experience in FP&A, corporate finance, or a similar analytical finance role.
• Experience at a SaaS or subscription business.
• A good understanding of common SaaS metrics (ARR, retention, churn, CAC, LTV).
• Solid financial modeling and Excel/Google Sheets skills.
• A working knowledge of the three financial statements and subscription revenue recognition.
• The ability to explain financial results clearly to people outside of finance.
• Comfort with ERP, planning, and BI tools.
• An understanding of how finance and business systems fit together.
• A willingness to work in the open, documenting what you build.
• A Bachelor's degree in Finance, Accounting, Economics, or a related field.

Nice to Have

• Experience partnering with Sales or RevOps on pipeline, quota, or go-to-market planning.
• Exposure to headcount and workforce planning alongside the People team.
• SQL or comfort working with larger datasets.
• MBA, CFA, or CPA.

Compensation

The compensation range for this role is $95,000 to $110,000 CAD for Canada-based applicants and $100,000 to $120,000 USD for United States-based applicants.

Perks & Benefits

• Flexible Time Off Policy - Minimum of 4 weeks per year.
• Remote First Team.
• Flexible Hours.
• Work From Anywhere Program.
• Health Insurance.
• Employee Assistance Program (EAP).
• Quarterly Company Wide Recharge Days.
• End of Year Company Wide Holiday Closure.
• Maternity & Parental Leave Program.
• $2000 Lifestyle Spending Account (LSA).
• Professional Development Budget.
• Volunteer Day.
• Team Building Budget.
• Employee Referral Bonus Program ($1000).
• Anniversary Milestone LSA Top Up.
• Birthday Day Off.