L

Legion

AI-driven labor forecasting and scheduling

Senior Financial Analyst

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, or a related field is required.
  • Five or more years of experience in FP&A, strategic finance, business finance, or a closely related analytical finance role in a SaaS or enterprise-software company.
  • Proficiency with NetSuite is required.
  • Advanced financial modeling skills and problem-solving and critical-thinking skills.
  • Strong knowledge of budgeting, forecasting, financial reporting, management accounting, financial statements, and operational analysis.
  • Ability to synthesize complex financial and operational data into concise insights and practical recommendations.
  • Experience with BI or data tools such as Tableau, Power BI, or SQL, and an interest in using automation or AI to improve finance workflows.
  • Commitment to confidentiality, integrity, and professional ethics.
  • Ability to work independently and collaboratively across functions.

Responsibilities

  • Assist the Financial Planning and Analysis Director in managing strategic planning, budgeting, and forecasting processes.
  • Own designated components of the annual budget, periodic forecasts, and long-range plan, including assumptions, scenario analysis, and consolidation support.
  • Develop and maintain driver-based financial models for revenue, headcount, operating expenses, pricing, investments, and strategic initiatives.
  • Analyze SaaS financial and operational key performance indicators and business data to identify trends, actual performance against budget and forecast, prior-period risks, and growth opportunities; monitor key indicators and recommend corrective actions.
  • Prepare accurate monthly and quarterly management reporting, dashboards, executive presentations, and decision-support materials.
  • Investigate revenue, cost, margin, and operational variances and explain key business drivers.
  • Partner with business functions to evaluate performance and support commercial decisions.
  • Perform profitability, pricing, cost-benefit, return-on-investment, sensitivity, and ad hoc analyses to support business cases and investment decisions.
  • Support month-end and quarter-end close activities with accounting teams by reviewing results, validating data, and resolving reporting discrepancies.
  • Ensure the accuracy, consistency, and integrity of financial data and reports through standardization, automation, and effective use of finance systems.
  • Maintain appropriate financial controls, documentation, and data integrity, and support audit or compliance requests related to assigned work.

Desired Qualifications

  • An MBA or relevant professional qualification is preferred.

About the Company

Legion

AI-driven labor forecasting and scheduling

Legion builds a workforce management platform for hourly workers. It uses a proprietary WFM system to forecast demand across locations and automatically generate granular schedules, with a self-learning engine that adapts over time. Its edge comes from combining automated scheduling with employee engagement tools like flexible gig-style schedules, self-service, earned wage access, and rewards, all in one platform. The goal is to help businesses run labor operations more efficiently while improving satisfaction and productivity for the hourly workforce.

Company size
201-500
Company stage
Late Stage VC
Total funding
$185.5M
Headquarters
Redwood City, CA
Founded
2016

Recently Posted Jobs

Explore more opportunities at Legion

See more jobs