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Location:
California
Category:
Analysis & Reporting

Workable
Financial Analyst (SaaS)
At Flosum, we’re building the #1 Salesforce-native DevOps and Security platform, trusted by some of the largest enterprises worldwide. As a fast-growing, bootstrapped SaaS company, we’re laser-focused on growth, discipline, and delivering real value to our customers. We’re now looking for our first Financial Analyst to join our team and take ownership of financial planning and analysis, SaaS metrics, and operational finance.
This is a high-impact role where you’ll be the go-to finance partner for the business—working closely with leadership, sales, and marketing teams to ensure we’re running a disciplined and data-driven operation.
As the Financial Analyst, you will:
Financial Planning & Budgeting
Build, manage, and maintain company budgets, including department-level budgets.
Reconcile actual vs. target budgets and provide variance analysis.
Partner with team leaders to review and approve budgets on a monthly basis.
SaaS Metrics & Analytics
Create, track, and report on core SaaS metrics (ARR, MRR, churn, retention, expansion, CAC, LTV, etc.).
Provide monthly and quarterly dashboards that drive executive decision-making.
Analyze pipeline, bookings, renewals, and customer trends to ensure sustainable growth.
Cash Flow & Forecasting
Build and maintain cash flow forecasts to ensure strong liquidity and predictability.
Model financial scenarios to support executive and board-level decisions.
Marketing ROI & Spend Alignment
Work with the marketing team to track ROI across campaigns.
Drive alignment between financial goals and marketing spend efficiency.
Tools & Data Integrity
Manage financial reporting through Salesforce, Excel, and Google Sheets.
Ensure data cleanliness, accuracy, and alignment across systems.
Operational Finance & Administration
Support payroll, vendor invoices, accounts payable/receivable reconciliation.
Assist with compliance, audits, and financial record-keeping.
Own end-to-end reporting processes that keep leadership informed and accountable.
Requirements
2–4 years of experience in Financial Planning & Analysis (FP&A), ideally in a SaaS or recurring revenue environment.
Strong understanding of SaaS metrics (retention, churn, expansion, CAC, LTV, gross margin, Rule of 40, etc.).
Experience creating budgets, forecasts, and financial models.
Advanced proficiency in Excel and Google Sheets (formulas, pivot tables, modeling).
Hands-on experience with Salesforce or similar CRM/ERP systems.
Ability to work independently, stay organized, and thrive in a fast-paced environment.
Excellent communication skills—you can explain financial insights clearly to non-finance teammates.
High attention to detail, integrity, and accuracy.
Benefits
Be the first finance hire in a fast-growing SaaS company—make an outsized impact.
Work directly with the CEO and leadership team to shape how we operate.
Join a company that values discipline, growth, and empowerment.
Competitive salary + benefits package.
Opportunity for growth as the finance team scales.

San Ramon, CA, USA
Negotiable Salary

Workable
Senior Analyst/Associate - Real Estate Credit and Portfolio Management
Bluecrest Residential (“Bluecrest”) is a vertically integrated multifamily operator with over 60 years of combined multifamily investment experience throughout market cycles focusing on niche strategies and superior relative value. Since 2004, the principals have acquired approximately 20,000 units and have invested in the development of over 6,000 units.
Since 2018, Bluecrest principals have been investing preferred equity in multifamily assets on behalf of large institutional investors. In 2022, Bluecrest principals were the largest seller of multifamily in the US and has consistently delivered exceptional results, with deal level IRRs exceeding 30% annually since inception. Going forward, Bluecrest is looking to acquire high-quality multifamily assets across the Sunbelt and continue to invest preferred equity in multifamily development projects.
Bluecrest Residential is seeking a Senior Analyst or Associate to support underwriting and active portfolio management for the stretch senior and preferred equity platforms. This person will run asset level and portfolio level analysis, track loan covenants, evaluate construction progress and delays, review draw requests, and produce clear recommendations to leadership. The Senior Analyst sits at the center of credit, asset management, construction risk, and capital markets.
Responsibilities
Underwrite new loans and preferred equity investments including sponsor diligence, market analysis, budget and schedule reviews, and base case and downside scenarios DSCR, debt yield, LTV, exit metrics.
Build and maintain cash flow and waterfall models for A note and B note structures and for preferred equity with full return waterfalls and sensitivity tables.
Prepare investment memos with clear thesis, risks, mitigants, and covenant packages.
Lead post closing monitoring for assigned assets monthly operating reviews, DSCR and debt yield tests, construction progress and contingency burn, schedule variance, change order logs, and cost to complete.
Manage construction draw reviews pay app tie outs, lien waivers, retainage, and reconciliation to budget and schedule.
Track and enforce covenants and triggers coverage tests, net worth and liquidity tests, completion tests, and reporting deliverables.
Partner with bank counterparties on whole loan structures intercreditor administration for A note and B note, consents, waivers, and remedies.
Coordinate third party reports and diligence appraisals, cost reviews, environmental, surveys, PCAs, and insurance compliance.
Maintain high quality data rooms and portfolio dashboards update monthly KPIs, covenant calendars, and risk ratings.
Support amendments, extensions, and restructurings including term sheets, scenario analysis, and negotiation materials.
Contribute to quarterly investor reporting and portfolio reviews concise commentary on performance, risk, and outlook.
Requirements
Bachelor's Degree in Finance, Economics, Real Estate, Business or related field.
You have two-seven years of relevant experience depending from a commercial bank construction lending group, a real estate debt fund, a life company lender, or a credit focused sponsor.
You have strong financial modeling skills in Excel with comfort building from a blank sheet and auditing existing models.
You have working knowledge of construction lending and development risk GMP contracts, change orders, payment applications, retainage, lien waivers, completion guarantees, and cost to complete.
You have familiarity with intercreditor agreements, A note and B note structures, UCC remedies, and preferred equity waterfalls.
You are able to read and summarize loan documents and covenants and translate into actionable monitoring tools.
You have excellent interpersonal, written and communication skills.
You have strong organization skills and follow through with attention to detail and deadlines.
Benefits
Competitive Salary- The salary for this position will be determined based on the candidate's total relevant experience. Relevant experience would total years of experience as an Analyst ina commercial bank construction lending group, a real estate debt fund, a life company lender, or a credit focused sponsor.
Performance Bonuses- Our corporate team participates in performance-based bonuses.
Paid Time Off- Unlimited DTO starting upon hire.
Mentorship- Work with an experienced team of multifamily investment professionals.
Holiday Pay- 10 full paid holiday.
Paid Volunteer Hours- 8 hours of paid volunteer time you can use throughout the year.
Housing Discounts- 25% off rent available for all employees off any unit.
Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match
Dental, Vision, STD, & LTD.
Retirement Plan- 401K with a 25% company match up to 6%.
Travel & Personal Discounts- Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount).
Certification Reimbursement- Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more!
Tech Forward & Transparent Culture- Innovative internal software to make your job easier!
Cultural Appeal- We run on transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters!
EOE

Newport Beach, CA, USA
Negotiable Salary

Workable
Financial Analyst II - CNSP
Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Position requires 5 years of experience. Candidate must possess a bachelors degree. Secret security clearance required.
Requirements
Recent experience as a Financial Manager
Plan, direct, coordinate and analyze accounting and other financial activities
Recommend alternative methods of funding to meet financial program objectives
Recent Navy shipboard Financial management experience including experience as OPTAR Financial Records keeper; generating Budget OPTAR Report (BOR) and Financial Transmittal (TL) report; and other monthly financial reports
Ability to follow instructions and fleet as the relate to financial management
Familiarity with Government-wide Commercial Purchase Card Program (GCPC) Approving Official (AO); GCPC Cardholder regulations and processes
Experience utilizing RSUPPLY, One Touch Supply (OTS) and other relevant Supply and Logistics systems and programs documenting familiarity with Military Standard Requisitioning and Issue Procedures (MILSTRIP) and Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP)
Experience processing monthly Obligation Validation Report (OVR), formerly referred to as Unfilled Order Listing (UOL), and Difference Listings (DL) designed to emulate the Summary Filled Order/Expenditure Difference Listing (SFOEDL)
Ability to proactively conduct data collection, research, analysis
Experience maintaining financial reports
Experience developing budgets, conducting validation and reconciliation of budget in execution
Benefits
Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers’ goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc.
Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations.
There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.

San Diego, CA, USA
Negotiable Salary

Workable
Financial Analyst III - CNSP
Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Position requires 8 years of experience. Candidate must possess a bachelors degree. Secret clearance is required.
Requirements
Recent experience as a Financial Manager
Plan, direct, coordinate and analyze accounting and other financial activities
Recommend alternative methods of funding to meet financial program objectives
Recent Navy shipboard Financial management experience including experience as OPTAR Financial Records keeper;
generating Budget OPTAR Report (BOR) and Financial Transmittal (TL) report; and other monthly financial reports
Ability to follow instructions and fleet as the relate to financial management
Familiarity with Government-wide Commercial Purchase Card Program (GCPC) Approving Official (AO); GCPC Cardholder regulations and processes
Experience utilizing RSUPPLY, One Touch Supply (OTS) and other relevant Supply and Logistics systems and programs documenting familiarity with Military Standard Requisitioning and Issue Procedures (MILSTRIP) and Military Standard Transaction Reporting and Accounting Procedures (MILSTRAP)
Experience processing monthly Obligation Validation Report (OVR), formerly referred to as Unfilled Order Listing (UOL), and Difference Listings (DL) designed to emulate the Summary Filled Order/Expenditure Difference Listing (SFOEDL)
Ability to proactively conduct data collection, research, analysis
Experience maintaining financial reports
Experience developing budgets, conducting validation and reconciliation of budget in execution
Benefits
Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers’ goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc.
Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations.
There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.

San Diego, CA, USA
Negotiable Salary

Workable
Financial Analyst I - CNSP
Financial Analyst will provide the Pacific Fleet with financial and account support. The position will require leadership to ensure that financial analysis and other management functions are completed to support fleet financial operations. The ideal candidate will be able to proactively recommend solutions and provide advice to the client on a regular basis. Secret security clearance required.
Requirements
Recent experience in the use of various supply and financial systems such as N-ERP, SABRS, STARS-FL, Continuous Monitoring Program (CMP), Relational Supply (R Supply), and Command Financial Management System (CFMS).
Recent experience with the various websites and tools such as Wide Area Workflow (WAWF), Federal Logistics (FEDLOG) Library, One Touch System (OTS), Web Visual Logistics Information Processing System (WebVLIPS) and Electronic Document Access (EDA) in order to accomplish the research and validation of obligations and disbursements.
Ability to proactively conduct data collection, research, analysis
Experience maintaining financial reports
Experience developing budgets, conducting validation and reconciliation of budget in execution
Benefits
Since 1993, ITP has been providing reliable, cost-effective solutions to meet our customers’ goals and objectives in the commercial and public marketplace. We are Women Owned Small Business Certified with a GSA IT 70 Schedule and a Navy SeaPort-e contract. We offer a full range of benefits, Health, 401K, Life, Disability, Student Loan Help, Bonuses...etc.
Smart? Motivated? Ready to roll? You'll feel right at home at ITP. Where creativity is encouraged, initiative is rewarded, and reputations are made. A career here translates into continual opportunities to grow and expand on what you can do as we help clients become high-performance organizations.
There's no better place to grow your career! If you wish to be part of this dynamic opportunity, please apply to this job posting.

San Diego, CA, USA
Negotiable Salary
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