Senior Financial Analyst

About ConnectPay:

ConnectPay is a rapidly growing, forward-thinking company dedicated to transforming payroll for small businesses across the United States. We deliver innovative cloud-based technology through direct solutions and trusted partnerships, empowering business owners to streamline operations, reduce complexity, and focus on growth.

At ConnectPay, our team members are our greatest asset. We foster a supportive, collaborative environment that values innovative thinking and professional growth. Our team is empowered with the resources, tools and autonomy they need to drive success for our clients and themselves. Every role contributes to building a streamlined, reliable payroll experience for our clients, all while upholding our core values of integrity, excellence and client-centered service in everything we do.

Key Responsibilities:

• Lead revenue forecasting, sales performance reporting, and ARR analysis as part of the monthly, quarterly, and annual planning cycles.
• Support the modeling and forecasting of ARR, NDR, churn, expansion, and upsell trends, providing actionable insights that directly impact go-to-market strategy.
• Partner with Sales, Customer Success, and Marketing to develop dashboards and models that track pipeline health, conversion rates, and cohort behavior.
• Develop and present business insights, sales analytics, and key performance indicators (e.g., CAC, LTV, NRR) to senior leadership and functional stakeholders.
• Drive automation and scale in forecasting tools and reporting processes, particularly as they relate to revenue analytics and sales performance tracking.
• Maintain and enhance forecasting infrastructure to support scalable ARR projections and retention cohort analysis.

Qualifications & Skills:

• Bachelor’s degree in finance , Accounting, Economics, or a related field.
• 5+ years of FP&A or corporate finance experience with a strong emphasis on SaaS metrics, ARR forecasting, and sales analytics.
• Demonstrated experience in building and supporting models focused on revenue forecasting, churn analysis, and NDR/ARR insights.
• Advanced proficiency in Excel and experience with financial planning and enterprise reporting systems.
• Familiarity with business intelligence tools is a plus.
• Deep understanding of SaaS metrics: ARR, MRR, CAC, LTV, NRR/NDR, Churn, Expansion.
• Strong analytical mindset with the ability to work with large datasets and turn complex findings into business recommendations.

Preferred Experience:

• Experience in a high-growth SaaS or subscription-based business.
• Background in sales finance or revenue operations.
• Exposure to investor reporting and board-level communications focused on growth metrics.

CP Payroll believes in fair and equitable pay. A reasonable estimate of this role's hiring base salary range is $88,000 -$115,000. The actual salary offered may be outside of this range depending on a variety of factors, including but not limited to a candidate’s education, training, experience, location, and internal equity. In addition to base salary, all CP Payroll team members receive equity and participate in either an annual bonus plan, based on company and individual performance, or a role-based sales incentive plan.

This role is eligible for an annual bonus with a target of 7.5% of base salary, based on company and individual performance.

At CP Payroll, we are proud to offer a comprehensive team member benefits package, including 401(k) with company contributions, group medical, dental, and vision coverage, life insurance, short and long-term disability insurance, and flexible spending accounts.

CP Payroll is an equal opportunity employer. We are committed to a work environment free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other protected characteristic under applicable law.