Senior Business Analyst

About you and the role

You’re a resourceful, independent thinker with strong communication and technical skills. Passionate about data and skilled at creating actionable insights, you excel at telling stories through numbers and identifying opportunities to improve processes. You’re curious, continuously developing your skill set, and eager to explore new concepts and technologies.

The Business Analysts team’s mission is to drive strategic decision-making and business growth at PartnerStack through insightful financial analysis and rigorous planning. You will play a key role in translating complex financial data into actionable insights, supporting business planning, forecasting, and performance management. By partnering with teams across the organization, you will help ensure financial accountability, enhance operational efficiency, and align resources with strategic priorities.

What you’ll do

PartnerStack is seeking a Sr. Business Analyst with strong SaaS experience to help drive budgeting, forecasting, and financial analysis. This role will focus on forward-looking financial models, in-depth analysis, and reporting of monthly revenue, operating expenses, and key performance indicators (KPIs).

As the Sr. Business Analyst, you will provide critical financial insights that drive operational efficiencies, helping department leaders maximize their investments and impact on top-line growth. Reporting directly to the Senior Director of Operations, you will collaborate cross-departmentally with executive leaders, supporting strategic decision-making and financial visibility across the organization.

The successful Senior Business Analyst will:

• Support the organization with budget management, forecasting, data-driven analysis, and headcount planning
• Improve financial visibility, control, and planning effectiveness through scalable processes, in collaboration with accounting and business teams
• Partner closely with Sales, Marketing, Customer Success, Operations and Product teams to provide financial insights and support strategic initiatives. Facilitate alignment on revenue goals, resource allocation, and strategies to maximize ROI and drive sustainable growth
• Lead the Finance section of the quarterly Board package and manage streamlined monthly and quarterly reporting for the Executive team, Board, and investors. Provide key insights into financial performance to inform strategic decisions and enhance transparency
• Develop and spearhead a process that supports the dynamic modeling of our revenue, as well as departmental operating budget that drive accountability into the business and provide a reliable base for budgeting and cash forecasting
• Establish and monitor key financial performance indicators, aligning them with company OKRs, and communicate progress to stakeholders
• Support various finance and operations initiatives, partnering with teams on high-priority strategic projects to deliver meaningful and measurable value across the company

You’re a great candidate if you have…

• You have 2–4 years of demonstrated success in roles like investment banking, management consulting, accounting, startups, or other strategy/operations positions
• Working experience with SaaS startups (experience with capital raising is a plus). Strong understanding of SaaS business models, sales motions, and key financial metrics, with the ability to identify and support growth opportunities
• Proficiency in core accounting concepts, Excel/Google Sheets and SQL with experience in data visualization tools (e.g., BigQuery, Looker, Metabase) to turn data into actionable insights
• Skilled in financial modeling with hands-on experience building budgets, projections, and forecasts from scratch in a high-growth environment
• Curiosity to tease out a story from the numbers and to prove or disprove business strategies and tactics using financial analysis
• Ability to thrive in a fast-paced and ambiguous environment - organizing proactively, focusing on key priorities and adapting when required
• Strong communication skills to convey complex ideas in a simple & easy-to-understand way for any audience
• An ownership mentality with a clear bias for action and an ability to act both collaboratively and autonomously while taking ownership and accountability for your work