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Senior Financial Analyst (R&D/Customer Success)
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
We create a suite of integrated solutions for time management, resource planning, budget management, roadmapping, program management, reporting and more. We create the tech that enables the modern team to deliver – for every step from first vision to value.
Since our beginning in 2007 as a project to make a time-tracking tool to help a client – Tempo has expanded to become the #1 time management add-on for Jira, and we have developed and acquired a multitude of tools to become one of the most trusted names in the Atlassian ecosystem.
We want everyone to work better – but we also want to be a tech company with a heart. Join us as we continuously innovate our award-winning products, create new solutions, and help the world work smarter, not harder.
About the role Tempo is seeking a highly analytical and forward-thinking Senior Financial Analyst to support Product & Engineering (R&D) and Customer organizations while helping build an AI-enabled Finance function.
This role partners directly with the CTO, CPO, and CCO, owning the R&D financial model and supporting Customer forecasting, performance, and operational decision-making. In parallel, this role will play a key part in evolving Finance from a traditional reporting function into a scalable, agent-enabled operating system.
You will design, operationalize, and continuously improve workflows across forecasting, reporting, and analysis—leveraging AI, automation, and agent orchestration to increase speed, accuracy, and insight generation. A critical component of this role is ensuring data integrity across financial and operational systems, including close processes, to enable reliable automation and decision-making.
This role reports to the VP of Finance and operates as a thought partner who challenges assumptions, improves systems, and drives better decisions.
What you’ll do R&D & Customer Finance
Own the R&D financial model (headcount, capacity, investment prioritization)
Build and/or orchestrate planning cycles (annual plan, reforecasts, weekly flash) across R&D and Customer
Partner with the CCO on Customer Success and Support forecasting, capacity, and performance
Deliver insights on core SaaS metrics (retention, churn, expansion, cost-to-serve, support efficiency)
Inform topline assumptions based on customer behavior, product usage, and operational drivers
Support quarterly business reviews and development of board-level materials
Cloud Cost & Strategic Analysis
Partner with Cloud Operations to forecast and manage cloud and AI costs
Drive visibility into cost drivers and identify efficiency opportunities
Build and/or orchestrate business cases, scenarios, and sensitivity analyses
Act as a strategic thought partner to R&D and Customer leadership on resource allocation and ROI
AI, Agents & Workflow Orchestration
Design, build, and orchestrate AI-driven workflows across forecasting, reporting, and variance analysis
Translate finance processes into structured, modular workflows for agent execution
Orchestrate multi-step, agent-driven processes across interconnected workflows
Act as human-in-the-loop owner (output validation, exception handling, continuous improvement)
Replace manual processes with orchestrated agent workflows to scale output without linear headcount
Integrate data pipelines with AI and orchestration layers (Finance Systems, BI, RevOps, Accounting, HR, etc.)
Continuously improve workflows through prompt refinement and orchestration optimization
Close Partnership & Data Integrity
Partner with Accounting to ensure accurate expense classification and allocations during close
Align financial data with operational drivers (headcount, cloud usage, vendor spend)
Build and/or orchestrate accruals, reclasses, and variance explanations
Establish and enforce data governance and documentation standards across systems
Ensure data structures are clean, consistent, and automation-ready for AI workflows
Identify and resolve data issues impacting forecasting, reporting, or automation accuracy
Reporting & Operational Excellence
Deliver monthly reporting, variance analysis, and performance insights
Support weekly, monthly, and quarterly financial cadences (flash, forecast, close)
Support quarterly business reviews and board deck materials
Partner with BI/RevOps to improve data quality and reporting automation
Leverage AI tools to accelerate analysis and insight generation
Who you are Must-Have
4–8+ years in FP&A, Corporate Finance, or Strategic Finance
Experience supporting Product, Engineering, R&D, Customer Success, or Support
Strong financial modeling, forecasting, and scenario analysis skills
Experience with planning systems (e.g., Drivetrain, Hyperion, SAP, Anaplan, Adaptive)
Strong understanding of SaaS metrics (retention, churn, cost-to-serve)
Experience partnering with Accounting (accruals, expense classification, P&L integrity)
Experience using AI tools to automate analysis or improve workflows
Ability to operate across execution and orchestration of work
Strong communication skills and ability to influence cross-functional stakeholders
Nice to have
Cloud cost / infrastructure finance (cost drivers, optimization, unit economics)
Experience owning/administering planning systems (e.g., Drivetrain, Anaplan, Adaptive)
Exposure to AI/ML or usage-based cost models
Proficiency in BI tools and/or SQL (independent data querying/validation)
Experience in high-growth or PE-backed SaaS environments
Experience building automated workflows, reporting pipelines, or system integrations
Track record of scaling finance through systems and process improvement
Why This Role Matters This role sits at the intersection of product investment, customer outcomes, and operational scale. You will help ensure:
R&D investments are prioritized, efficient, and aligned to strategy
Customer organizations operate with clear financial visibility and performance insights
Financial and operational data is accurate, governed, and automation-ready
Cloud and AI costs are transparent, predictable, and scalable
Finance evolves into a system-driven function, where workflows are built, automated, and orchestrated—enabling scale without linear headcount growth
You will play a key role in enabling Tempo to scale in a disciplined, insight-driven way.
Why Join Tempo?
Impact : Work on meaningful products that empower enterprise users and improve productivity.
Innovation : Be part of a culture that values creativity and innovation, with opportunities to make a real impact.
Collaboration : Join a supportive, collaborative UX team that values openness, communication, and a continuous learning environment.
Growth : Opportunities for professional development, including conferences, courses, and mentorship.
What’s In It For You (Org-wide)
Remote First work environment
Unlimited vacation in most of our locations!!
Great benefits including health, dental, vision and savings plan.
Perks such as training reimbursement, WFH reimbursement, and more.
Diverse and dynamic teams with challenging and exciting work.
An opportunity to have a real impact on our business.
A great range of social activities (both in person and virtual).
Optional in person meet-ups and the ability to travel to our international offices
Employee referral program
And so much more!
Note: As our hiring teams are global, please submit your resume in English only
Join us at Tempo Software, where we proudly foster an equal opportunity workplace. We are committed to creating an inclusive culture where all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Apply today to join the Tempo team and help shape the future of enterprise productivity software.
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Sprachkenntnisse
- English
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