Principal Financial Analyst
TaskEasy
Accounting & Finance, IT
United States · Remote
USD 115k-145k / year
Posted on Mar 31, 2026
We are seeking a highly motivated and analytically driven Principal Financial Analyst to join our Financial Planning & Analysis (FP&A) team. In this role, you will serve as a trusted financial partner to key business units, providing strategic insights, financial modeling, and data-driven recommendations that influence critical business decisions. This is a high-visibility role that bridges finance and operations, requiring both technical acumen and strong stakeholder management skills.
WHAT YOU'LL DO:
Business Partnership & Strategic Support
- Serve as the dedicated financial business partner to assigned business unit(s), building strong relationships with senior leaders and operational teams
- Translate complex financial data into clear, actionable insights that support strategic planning and decision-making
- Proactively identify financial risks and opportunities and communicate findings to business and finance leadership
- Partner with cross-functional teams including accounting, operations, sales, and HR to ensure financial alignment
Financial Planning & Analysis
- Lead the annual budgeting and quarterly forecasting processes for supported business units, ensuring accuracy and alignment with company goals
- Develop, maintain, and continuously improve financial models to support scenario analysis, variance analysis, and long-range planning
- Analyze monthly and quarterly financial results, providing meaningful variance commentary versus budget, forecast, and prior year
- Support the monthly close process in partnership with the accounting team
Reporting & Insights
- Prepare and present financial reports, dashboards, and executive-level presentations to communicate performance and trends
- Design and maintain KPI tracking tools and management reporting packages
- Drive process improvements and automation initiatives to enhance reporting efficiency and data integrity
Ad Hoc Analysis & Projects
- Lead and support ad hoc financial analysis, business case development, and investment evaluation (ROI, NPV, payback analysis)
- Participate in cross-functional strategic initiatives, M&A due diligence, or special projects as needed
WHAT YOU’LL BRING:
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
- 5+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
- Deep understanding of SaaS financial metrics: ARR, GRR, NRR
- Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.
- Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
WHAT YOU SHOULD KNOW ABOUT US:
• We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!
LOVE WHAT YOU DO, NO MATTER WHERE YOU DO IT:
• Join our Remote-First Global Work Community: WorkWave provides an innovative and dynamic remote-first Global Work Community that encourages growth, creativity, and collaboration. No matter what stage of your career or where you live, WorkWave is your place to be part of a global company with a startup feel, where your ideas matter and your growth is a priority.
A GLOBAL COMPANY WITH A LOCAL PRESENCE:
• We know that there are benefits of being in the office and working from home. WorkWave promotes a healthy work/life balance and provides employees with the flexibility of collaborating in the office or the option to work virtually if desired. Our teams are well versed at working collaboratively in a fully virtual environment.
• Our HQ is based at our state of the art home office in the historic Bell Works complex located in Holmdel Township, New Jersey. We keep our offices available to all to use when working remotely isn’t feasible, or to help with cross training, team building and/or brainstorming.
• We have employees in over 30 states, 7 countries and many regional offices - each with their own set of perks and opportunities to give back to the local community.
• Whether you work remotely or take advantage of one of our offices, you’ll find a community of WorkWavers that value diversity, and care deeply about our products, clients, our communities and each other.
RELAX, WE'VE GOT YOU COVERED:
• Employees can expect a robust benefits package, including health and dental and 401k with company match
AND BEYOND...
• Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
• Up to 4 weeks paid bonding leave
• Tuition reimbursement
• Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
• 24/7 access to virtual medical care with Teladoc
• Quarterly awards based on peer nominations
• Regional discounts and perks
• Opportunities to participate in charitable events and give back to the community
GROW WITH US:
• We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth
• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!
• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year
JOIN OUR WINNING TEAM!
• 10 Time winner of Best Place to Work in New Jersey by NJBiz!
• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine
• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status: Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At WorkWave, we are dedicated to building a diverse, inclusive and authentic workplace, so if you feel like you could make a great impact in this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles!
115000 - 145000 USD a year
In our dedication to salary transparency, we provide a compensation range for each role and the final offer will be dependent on various factors, including the candidate's qualifications, relevant experience, and the organization's budget. Our hiring team will provide more information about the compensation package for this position during the interview process.
Please note that salary estimates provided by websites (LinkedIn, Glassdoor, etc.) and not by WorkWave may not accurately reflect the actual salary range for the position.
