Senior Level Assistant Financial Analyst Jobs
Senior level assistant financial analyst jobs place experienced professionals in charge of financial modeling, reporting, and the cross-functional projects that drive budget and planning decisions. Roles cover 30% remote and hybrid settings across Technology & Software, Healthcare & Medical Services, and Insurance, with employers like Intuit, Allen Integrated Solutions, and UKG hiring at this level now.
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Showing 5 of 35+ Senior Level Assistant Financial Analyst jobs
There are NO limits to your career: come shape the future and be part of a truly unique global culture at OutSystems!
The Principal Financial Analyst, GTM is a senior individual contributor role within the GTM Finance team, reporting to the FP&A GTM Leadership. You will be an expert for the most complex GTM financial questions, building the models, analyses, and frameworks that Sales, Marketing, and Revenue Operations use to make investment and capacity decisions.
This role carries real influence without people management. You will set the analytical standard for the team, lead high-stakes projects end-to-end, and shape how GTM decisions are made across the organization, working closely with the Director and the team to translate strategy into executable financial plans.
KEY RESPONSIBILITIES
GTM Financial Analysis & Modeling
- Support the bookings and nARR forecast for Sales, reconciling with Sales Ops and Clari calls and explaining variances to plan.
- Support the design and own the maintenance of ARR driver models, pipeline analytics, and customer lifetime value frameworks that connect GTM activity to multi-year revenue outcomes.
- Build and stress-test scenario models for campaigns, channel investments, and sales coverage changes, and provide clear recommendations on expected returns and risk.
- Lead variance analysis on GTM performance and deliver forward-looking commentary that explains what is driving results and what to do next. Own the commissions and sales compensation model, including plan design support, cost forecasting and accrual alignment with Accounting.
Quota Capacity & Territory Planning
- Lead global quota capacity modeling across roles and regions, using sales productivity benchmarks and market coverage analysis to inform headcount and territory decisions. Partner with Sales Operations to improve planning precision, incorporating AI-enabled analytics to shorten planning cycles.
Decision Intelligence & Reporting
- Design and own dashboards and KPI frameworks for ARR growth, margin expansion, and sales productivity, and drive adoption across GTM leadership.
- Prepare and present monthly, quarterly, and annual GTM financial analysis, and contribute materials for CFO, executive, and Board reviews. Champion automation and advanced analytics (including agentic tools and process automation) to reduce manual work and improve data quality.
Project Leadership & Team Influence
- Lead cross-functional finance projects, such as planning platform migration work in Pigment, from scoping through delivery.
- Set the modeling and analytical standard for the GTM finance team, review complex work, and mentor analysts on storytelling and business judgment without formal people management responsibility. Contribute to Finance's AI-enabled ways of working, helping to standardize repeatable analysis and reusable model templates.
Qualifications
- Deep command of SaaS and GTM metrics, including ARR, NRR, CAC, LTV, quota capacity modeling, pipeline conversion, and unit economics.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
- 7+ years of progressive experience in FP&A, GTM finance, or sales finance, including significant work in a senior analytical or project leadership capacity.
- Proven track record supporting Sales, Marketing, or Revenue Operations in a SaaS or subscription software business.
- Expert financial modeler who can turn complex business dynamics into clear, executive-ready insights.
- Strong communicator who can influence senior stakeholders and simplify financial narratives for non-finance audiences.
- Hands-on experience with EPM and planning tools (Pigment, Anaplan, or equivalent) and with CRM and GTM tools (Salesforce, Clari, Xactly, or comparable). Advanced proficiency in BI and data tools such as Power BI, Tableau, or advanced Excel.
Preferred
- Experience driving a financial planning platform migration.
- Experience preparing Board-level materials and presenting to CFO or executive leadership.
- Background operating in a multi-currency, global SaaS environment.
More about OutSystems
OutSystems is a leading AI Development Platform built for the enterprise. Global organizations trust OutSystems to rapidly build mission-critical apps and agents, modernize legacy processes with agentic systems, and govern their entire AI portfolio across complex regulatory environments, all on one unified platform.
As the future becomes agentic, our customers need us now more than ever. While AI has opened the door to extraordinary possibilities, most large organizations find themselves stuck on one side of the "enterprise gap" because AI by itself doesn't solve their complex use cases and business challenges. OutSystems bridges the "enterprise gap" by combining the speed of generative AI with a deterministic, enterprise-grade framework. We provide the tools for teams of any size to deliver high-quality, reliable AI solutions that drive real business impact.
We are looking for passionate, talented, and motivated people to join us as we empower organizations to build, deploy, and scale the next generation of enterprise software. While we are leading the charge into the agentic era, our mission is broader: we are the platform enterprise leaders trust to evolve their entire business, accelerating innovation through secure, governed human-AI collaboration.
OutSystems is a global company, with more than 900k developer community members, 1,700 employees, more than 600 partners, and thousands of active customers in over 75 countries and across 21 industries. Founded in 2001, OutSystems now has offices in the United States, United Kingdom, the Netherlands, Portugal, Germany, the UAE, Japan, Hong Kong, Malaysia, Australia, India, and Singapore, and includes a thriving, worldwide community of remote employees.
Our customers are some of the world's most recognizable brands across diverse industries— such as Toyota, Heineken, Bosch, KeyBank, and UCLA—who trust OutSystems to deliver ROI and transformational impact.
Consistently recognized as a leader by top analyst firms Gartner, IDC and Forrester, OutSystems continues to shape the future of enterprise software development in the agentic era. We are proud to be named a leader in more than 100 categories on G2, including #1 in Customer Satisfaction in Enterprise Low Code Development, and most recently as a leader in AI Agent Building in the G2 Spring 2026 Reports.
Working at OutSystems
Our culture is built on our core values of Trust, Customer Success, Innovation, and Alignment. We operate as one global OutSystems team, taking ownership to pursue our vision of being the AI platform enterprise leaders trust to build, secure, and evolve their most critical applications and systems.
What do we have to offer you?
A company at the vanguard of the agentic revolution, where we don’t just react to AI innovation—we architect it. Joining OutSystems means stepping onto a high-growth rocket ship that combines the fearless agility of a startup with the sophisticated, global foundation of an enterprise powerhouse.
Real growth opportunities. We don't just talk about development; we invest in it through structured programs designed to scale your expertise. Whether you are aiming for vertical progression, exploring lateral moves into new domains, or mastering specialized AI skills through our Professional Development Fund and Internal Mobility Program, we provide the resources to get you there.
A global collective of world-class talent, where you’ll collaborate with enterprise software legends and sought-after thought leaders. At OutSystems, our industry experts aren't just visionaries—they are accessible, approachable mentors who are deeply invested in your growth as we architect the agentic future together.
OutSystems nurtures an inclusive culture where talented individuals from all backgrounds are empowered to learn, experiment and make an impact. . We believe that driving our next phase of growth requires the radical creativity that only comes from diverse perspectives. We are committed to building a team as global and diverse as the organizations we serve, ensuring every individual can perform to their full potential. As an equal opportunity employer, all qualified applicants receive equal consideration regardless of race, origin, religion, sex, sexual orientation, gender identity, disability, veteran status, or any other protected status.
There are NO limits to your career: come shape the future and be part of a truly unique global culture at OutSystems!
The Principal Financial Analyst, GTM is a senior individual contributor role within the GTM Finance team, reporting to the FP&A GTM Leadership. You will be an expert for the most complex GTM financial questions, building the models, analyses, and frameworks that Sales, Marketing, and Revenue Operations use to make investment and capacity decisions.
This role carries real influence without people management. You will set the analytical standard for the team, lead high-stakes projects end-to-end, and shape how GTM decisions are made across the organization, working closely with the Director and the team to translate strategy into executable financial plans.
KEY RESPONSIBILITIES
GTM Financial Analysis & Modeling
- Support the bookings and nARR forecast for Sales, reconciling with Sales Ops and Clari calls and explaining variances to plan.
- Support the design and own the maintenance of ARR driver models, pipeline analytics, and customer lifetime value frameworks that connect GTM activity to multi-year revenue outcomes.
- Build and stress-test scenario models for campaigns, channel investments, and sales coverage changes, and provide clear recommendations on expected returns and risk.
- Lead variance analysis on GTM performance and deliver forward-looking commentary that explains what is driving results and what to do next. Own the commissions and sales compensation model, including plan design support, cost forecasting and accrual alignment with Accounting.
Quota Capacity & Territory Planning
- Lead global quota capacity modeling across roles and regions, using sales productivity benchmarks and market coverage analysis to inform headcount and territory decisions. Partner with Sales Operations to improve planning precision, incorporating AI-enabled analytics to shorten planning cycles.
Decision Intelligence & Reporting
- Design and own dashboards and KPI frameworks for ARR growth, margin expansion, and sales productivity, and drive adoption across GTM leadership.
- Prepare and present monthly, quarterly, and annual GTM financial analysis, and contribute materials for CFO, executive, and Board reviews. Champion automation and advanced analytics (including agentic tools and process automation) to reduce manual work and improve data quality.
Project Leadership & Team Influence
- Lead cross-functional finance projects, such as planning platform migration work in Pigment, from scoping through delivery.
- Set the modeling and analytical standard for the GTM finance team, review complex work, and mentor analysts on storytelling and business judgment without formal people management responsibility. Contribute to Finance's AI-enabled ways of working, helping to standardize repeatable analysis and reusable model templates.
Qualifications
- Deep command of SaaS and GTM metrics, including ARR, NRR, CAC, LTV, quota capacity modeling, pipeline conversion, and unit economics.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
- 7+ years of progressive experience in FP&A, GTM finance, or sales finance, including significant work in a senior analytical or project leadership capacity.
- Proven track record supporting Sales, Marketing, or Revenue Operations in a SaaS or subscription software business.
- Expert financial modeler who can turn complex business dynamics into clear, executive-ready insights.
- Strong communicator who can influence senior stakeholders and simplify financial narratives for non-finance audiences.
- Hands-on experience with EPM and planning tools (Pigment, Anaplan, or equivalent) and with CRM and GTM tools (Salesforce, Clari, Xactly, or comparable). Advanced proficiency in BI and data tools such as Power BI, Tableau, or advanced Excel.
Preferred
- Experience driving a financial planning platform migration.
- Experience preparing Board-level materials and presenting to CFO or executive leadership.
- Background operating in a multi-currency, global SaaS environment.
More about OutSystems
OutSystems is a leading AI Development Platform built for the enterprise. Global organizations trust OutSystems to rapidly build mission-critical apps and agents, modernize legacy processes with agentic systems, and govern their entire AI portfolio across complex regulatory environments, all on one unified platform.
As the future becomes agentic, our customers need us now more than ever. While AI has opened the door to extraordinary possibilities, most large organizations find themselves stuck on one side of the "enterprise gap" because AI by itself doesn't solve their complex use cases and business challenges. OutSystems bridges the "enterprise gap" by combining the speed of generative AI with a deterministic, enterprise-grade framework. We provide the tools for teams of any size to deliver high-quality, reliable AI solutions that drive real business impact.
We are looking for passionate, talented, and motivated people to join us as we empower organizations to build, deploy, and scale the next generation of enterprise software. While we are leading the charge into the agentic era, our mission is broader: we are the platform enterprise leaders trust to evolve their entire business, accelerating innovation through secure, governed human-AI collaboration.
OutSystems is a global company, with more than 900k developer community members, 1,700 employees, more than 600 partners, and thousands of active customers in over 75 countries and across 21 industries. Founded in 2001, OutSystems now has offices in the United States, United Kingdom, the Netherlands, Portugal, Germany, the UAE, Japan, Hong Kong, Malaysia, Australia, India, and Singapore, and includes a thriving, worldwide community of remote employees.
Our customers are some of the world's most recognizable brands across diverse industries— such as Toyota, Heineken, Bosch, KeyBank, and UCLA—who trust OutSystems to deliver ROI and transformational impact.
Consistently recognized as a leader by top analyst firms Gartner, IDC and Forrester, OutSystems continues to shape the future of enterprise software development in the agentic era. We are proud to be named a leader in more than 100 categories on G2, including #1 in Customer Satisfaction in Enterprise Low Code Development, and most recently as a leader in AI Agent Building in the G2 Spring 2026 Reports.
Working at OutSystems
Our culture is built on our core values of Trust, Customer Success, Innovation, and Alignment. We operate as one global OutSystems team, taking ownership to pursue our vision of being the AI platform enterprise leaders trust to build, secure, and evolve their most critical applications and systems.
What do we have to offer you?
A company at the vanguard of the agentic revolution, where we don’t just react to AI innovation—we architect it. Joining OutSystems means stepping onto a high-growth rocket ship that combines the fearless agility of a startup with the sophisticated, global foundation of an enterprise powerhouse.
Real growth opportunities. We don't just talk about development; we invest in it through structured programs designed to scale your expertise. Whether you are aiming for vertical progression, exploring lateral moves into new domains, or mastering specialized AI skills through our Professional Development Fund and Internal Mobility Program, we provide the resources to get you there.
A global collective of world-class talent, where you’ll collaborate with enterprise software legends and sought-after thought leaders. At OutSystems, our industry experts aren't just visionaries—they are accessible, approachable mentors who are deeply invested in your growth as we architect the agentic future together.
OutSystems nurtures an inclusive culture where talented individuals from all backgrounds are empowered to learn, experiment and make an impact. . We believe that driving our next phase of growth requires the radical creativity that only comes from diverse perspectives. We are committed to building a team as global and diverse as the organizations we serve, ensuring every individual can perform to their full potential. As an equal opportunity employer, all qualified applicants receive equal consideration regardless of race, origin, religion, sex, sexual orientation, gender identity, disability, veteran status, or any other protected status.
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Top Industries Hiring
- Technology & Software
- Healthcare & Medical Services
- Insurance
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- Chemicals & Materials
Senior Level Assistant Financial Analyst Jobs: Frequently Asked Questions
How do I get a senior level assistant financial analyst job?
Employers at this level look for demonstrated ownership of financial reporting cycles, advanced modeling skills, and experience leading analysts or cross-functional budget reviews. Candidates stand out by showing they have driven process improvements, presented findings to leadership, and managed complex datasets with minimal oversight. Tailoring your resume to highlight scope, decision impact, and mentoring experience gives you the clearest edge.
Which companies hire senior level assistant financial analysts?
Companies hiring senior level assistant financial analysts right now include Intuit, Allen Integrated Solutions, and UKG, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to concentrate in large corporations, financial services firms, healthcare systems, and government contractors that maintain substantial planning and analysis functions.
Are there remote senior level assistant financial analyst jobs?
Yes, though availability varies by employer and industry. About 30% of senior level assistant financial analyst openings are remote or hybrid as of November 2026, reflecting strong demand from organizations that have formalized flexible work for experienced finance professionals. On-site roles remain common in sectors where close collaboration with operations or executive teams is expected.
What makes an assistant financial analyst role senior level?
Senior level roles are defined by ownership and scope rather than task execution. You are expected to independently manage reporting workstreams, guide junior analysts, and translate financial data into recommendations for leadership. Technical depth in advanced modeling, variance analysis, and forecasting is assumed, and the role typically carries accountability for the accuracy and quality of deliverables that inform strategic decisions.
Which industries hire the most senior level assistant financial analysts?
Senior level assistant financial analyst roles concentrate in Technology & Software, Healthcare & Medical Services, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because their scale, regulatory requirements, and planning complexity create sustained demand for finance professionals who can own analytical workstreams end to end.