AppDirect Logo

AppDirect

Financial Analyst

Posted 13 Days Ago
In-Office
San Francisco, CA, USA
99K-122K Annually
Mid level
In-Office
San Francisco, CA, USA
99K-122K Annually
Mid level
Perform budgeting, forecasting, variance analysis, and management reporting for a SaaS business segment. Build and maintain financial models and dashboards, partner with cross-functional stakeholders to develop forecasts, surface trends/risks/opportunities, and improve planning and reporting processes to support business decision-making.
The summary above was generated by AI

About AppDirect

Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.

About You

You are a finance professional with strong analytical instincts and a solid foundation in forecasting, variance analysis, and financial modeling. You are comfortable working with financial and operational data, building clear reporting, and translating results into actionable insights for business partners. You take ownership of your work, communicate clearly, and are excited to operate in a fast-moving SaaS environment where finance plays an active role in business decision-making.

This role offers the opportunity to work across a growing SaaS business, build visibility into key financial drivers, and partner with cross-functional teams on planning and performance. It’s a strong fit for someone who wants to deepen their finance ownership and move beyond reporting into more proactive business support.

What you'll do and how you'll have an impact

  • Own key components of the monthly, quarterly, and annual planning cycle, including budgeting, forecasting, and close-related analysis.
  • Own recurring management reporting and dashboards across revenue, headcount, and operating expenses, and surface key business trends, risks, and opportunities.
  • Drive revenue planning, forecasting, and variance analysis for an assigned segment of the business, proactively identifying performance drivers and emerging risks/opportunities.
  • Partner directly with cross-functional stakeholders to develop forecasts, challenge assumptions, and improve financial visibility.
  • Improve reporting frameworks, planning tools, and finance processes to increase scalability, accuracy, and decision usefulness.

What we're looking for

  • 2–4 years of experience in FP&A, strategic finance, investment banking, corporate finance, or a similar analytical role.
  • Strong Excel or Google Sheets skills, including the ability to build and maintain forecasting and reporting models.
  • Ability to synthesize financial and operational data into clear reporting and actionable recommendations for non-finance stakeholders.
  • Experience with budgeting, forecasting, variance analysis, and management reporting in a business environment.
  • Attention to detail in handling financial data, because inaccuracies in reporting directly affect the business decisions this role supports.
  • Clear written and verbal communication skills, because you will regularly translate financial findings into plain language for cross-functional partners.


At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice

At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting [email protected].


The salary band listed above reflects the expected annual base salary or OTE (on-target earnings) for this role at AppDirect and may be subject to change.

Base salary or OTE is just one component of AppDirect’s total compensation package. In addition to base pay, regular employees may be eligible for performance-based bonuses and a full range of benefits. 

California Pay Transparency
$98,681$121,900 USD

AppDirect San Francisco, California, USA Office

650 California St., San Francisco, CA, United States, 94108

Similar Jobs

21 Days Ago
In-Office
60K-107K Annually
Senior level
60K-107K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
The Financial Analyst will manage healthcare data analysis, support month-end reporting, and communicate insights effectively while working remotely.
Top Skills: ExcelSQL
2 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
86K-162K Annually
Senior level
86K-162K Annually
Senior level
Fintech • Mobile • Software • Financial Services
Evaluate and validate AI Coach chat outputs for accuracy and risk, act as subject-matter expert in personal financial planning, identify enhancements, escalate issues to Ops/Product/Compliance, and contribute reusable solution libraries to improve member experience.
Top Skills: Ai ToolsChatbotsJIRALlms
3 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
85K-110K Annually
Mid level
85K-110K Annually
Mid level
HR Tech • Payments • Professional Services • Software
Manage day-to-day retirement benefits operations: audit data and partner feeds, triage and remediate system bugs with engineering, support billing and regulatory filings, analyze member benefits data using SQL and Excel, produce KPIs and operational dashboards, and collaborate cross-functionally with Product, Engineering, Finance, Legal, and external partners.
Top Skills: ConfluenceExcelJIRAProprietary SystemsSQLTableau

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account