Financial Analyst, R&D

Clari + Salesloft are building the next era of enterprise revenue by combining scale, insights, and AI innovation to create a Predictive Revenue System.

The Financial Analyst will be a key member of the Finance team and a critical partner in scaling the company through business relationships across the organization. The role serves as the dedicated finance partner to the Research & Development (Product & Engineering) organization alongside FP&A leadership.

Responsibilities:

• Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs.
• Prepare monthly and quarterly management reporting, analyze financial results, track trends, and communicate risks and insights to senior leadership.
• Use Pigment as the core FP&A planning platform and Claude AI to accelerate data analysis, reporting, scenario modeling, and finance workflow automation.
• Perform business case evaluations and scenario analyses for strategic technology initiatives and investment decisions.
• Partner with Accounting during month-end close, complete variance analysis, and assist with R&D financial reporting.

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, comfortable in fast-paced environments, and eager to leverage modern tools to optimize financial strategy for software engineering teams.

The Team:

The Clari + Salesloft Finance team includes seasoned and up-and-coming finance and analytics professionals. Team members are collaborative, 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 technology or B2B SaaS environment.
• Advanced proficiency in Microsoft Excel or Google Sheets for financial modeling.
• Experience with modern FP&A platforms, specifically Pigment, and comfort using AI tools such as Claude AI.
• Exposure to or strong interest in R&D and technology finance, including engineering headcount planning, cloud infrastructure costs, or software capitalization.
• Strong analytical skills and the ability to learn new systems and workflows quickly.
• Excellent communication, interpersonal, and presentation skills.
• Collaborative mentality.

Within One Month, You’ll:

• Attend Salesloft’s New Hire Orientation.
• Begin meetings with your manager, understand your 30-60-90 plan, meet and shadow team members, and learn about your groups.
• Set objectives and key results with your manager and develop an action plan.
• Meet key partners across Finance, Business Partners, and Operations.
• Learn the financial statements, systems, processes, and data.

Within Three Months, You’ll:

• Deepen your understanding of budgeting, forecasting, variance analysis, and reporting.
• Become proficient in company systems, especially Pigment.
• Collaborate with business partners on budgets, forecasts, and assumptions.
• Drive month-end close reporting and variance analysis.
• Develop stakeholder relationships and provide analytical support for strategic and operational decisions.

Within Six Months, You’ll:

• Become the FP&A business partner and point of contact for your groups.
• Own budgeting and forecasting with a focus on forecast accuracy and process improvement.
• Own monthly financial reporting for your groups, including reporting to ELT members.

Within Twelve Months, You’ll:

• Own the budget and long-range planning for your groups.
• Contribute to company-wide strategic planning.
• Identify areas of risk and opportunity and downstream organizational impacts.

Clari + Salesloft is committed to creating an inclusive and supportive workplace where everyone belongs and can thrive. The company focuses on culture add and welcomes applicants whose experience may not perfectly match every requirement.

The total compensation package may include performance bonuses, benefits, and other applicable incentive compensation plans.