Financial Analyst, R&D

Clari + Salesloft are building the next era of enterprise revenue, combining scale, insights, and AI innovation to create the industry's first Predictive Revenue System. They serve thousands of customers with an unmatched view into how revenue is won.

The Financial Analyst will serve as the dedicated finance partner to the Research & Development (Product & Engineering) organization, supporting FP&A leadership. Responsibilities include leading R&D financial partnering, executive reporting, leveraging Pigment and Claude AI, business case modeling, and supporting financial operations.

• Lead R&D Financial Partnering: Serve as the dedicated finance partner to Product & Engineering leadership, evaluating unit-level economics, engineering headcount, and investment KPIs.
• Drive Executive Reporting: Prepare monthly and quarterly management reporting, analyzing financial results, tracking trends, and communicating risks to senior leadership.
• Leverage Modern Tech & AI: Utilize Pigment as the core FP&A planning platform and Claude AI to accelerate data analysis, reporting, and scenario modeling.
• Execute Business Case & Strategic Modeling: Perform ad-hoc business case evaluations and scenario analyses to guide strategic technology initiatives.
• Support Financial Operations: Partner with Accounting during month-end close for variance analysis and R&D financial reporting.

• 2-3 years of experience in FP&A, Sales Operations, or quantitative financial analysis in 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).
• Exposure to or strong interest in R&D and technology finance (e.g., engineering headcount planning, cloud infrastructure costs, or software capitalization).
• Excellent communication, interpersonal, and presentation skills to interact with engineering leaders and executive management.

Base pay range $67,000—$77,500 USD, with potential performance bonus and benefits.