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Senior Financial Analyst

New York City

This position is based in our NYC office.

About us: 
Templafy is the next gen document generation platform that automates all document creation across organizations.  Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, IKEA, BDO and more. 

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital.  

What we’re looking for:

We are seeking a highly skilled and experienced Senior Financial Analyst to join our Finance team. This role is critical in conducting forecasting, budgeting, and financial modeling activities, including scenario analysis, to support strategic decision-making. The Senior Financial Analyst will collaborate closely with the finance team, including the CFO, and department heads across the organization.

Responsibilities:

  • Lead the forecasting and budgeting processes, ensuring accuracy and alignment with company goals and financial targets.
  • Develop and maintain financial models, including scenario analysis, to evaluate business performance, workforce needs, and other strategic decisions.
  • Perform detailed workforce planning analysis to optimize headcount and resource allocation in alignment with business growth.
  • Conduct comprehensive expense analysis, identifying areas for cost reduction and efficiency improvement.
  • Collaborate with department heads to ensure alignment between financial plans and business strategy.
  • Support the Director of FP&A in developing strategic initiatives and presenting financial data to executive leadership.
  • Provide detailed variance analysis, identifying risks and opportunities within the budget and forecast.
  • Assist in month-end close activities, preparing reports, and ensuring the integrity of financial data.
  • Maintain and enhance financial models to improve efficiency and accuracy in planning processes.

Requirements: 

  • 5+ years of relevant experience in FP&A, financial analysis, or similar roles.
  • Strong proficiency in Excel, with the ability to build and maintain complex financial models.
  • Experience with Adaptive and NetSuite is highly preferred.
  • Experience with SaaS metrics and business models, understanding key drivers of recurring revenue and operational efficiency

Employee Benefits: 

  • Employee Equity Program
  • Comprehensive health insurance
  • Parental leave
  • Commuter Benefits
  • Unlimited time off
  • 401K 
  • Employee Assistance Program
  • Company discount program
  • Flexible work environment 

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.   

Compensation: 

OTE: $143,750 - $166,750. Exact compensation may vary based on skills, experience, and location. 

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.

 

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