Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

Who We Are Neighborly Software was built to help communities make a difference in the lives of low-income families and vulnerable populations. Our mission is simple, “Helping Communities, Help People.”

Headquartered in Atlanta, GA we offer a cloud-based technology platform for the administration and disbursement of governments funds for programs such as Housing, Economic, Community Development, Disaster Recovery/MIT, Home Energy Rebate Programs, and Housing Choice Voucher programs.

Role: Senior Financial Analyst

Location: Atlanta (Hybrid)

Reports to: CFO

We're growing fast and we're hiring a Senior FP&A Analyst to sit right next to our CFO and help run the numbers behind every major decision we make — budgets, board materials, SaaS metrics, pricing, the works. In this role, you'll be part of a small but mighty Finance and Accounting team, working directly with the CFO and cross-functional exec team members.

We want someone who looks at how we currently do FP&A and asks, "why are we still doing this by hand?" — and then goes and fixes it, using automation and AI to get the team out of spreadsheets and into real-time insight.

If you've ever finished a budgeting cycle and immediately started redesigning the process so next year doesn't hurt as much, this role was built for you.

What You Will Be Doing

· Own and continuously improve the annual budgeting process and rolling forecasts across departments.

· Partner with department leaders to build, monitor, and refine budgets, spending plans, and headcount plans.

· Develop ad hoc financial and operational analyses that support strategic and day-to-day business decisions.

· Serve as a trusted thought partner to the CFO and executive team, providing analysis and recommendations that inform key decisions.

· Prepare board materials, investor reporting packages, and executive-level presentations.

· Design, build, and maintain KPI dashboards and reporting tools that give leadership real-time visibility into business and financial performance.

· Track and analyze core SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV, gross margin, rule of 40) and translate them into clear, actionable insights.

· Work cross-functionally with Sales, Marketing, Customer Success, Product, and Tech to keep the numbers and the strategy in sync.

· Lead the introduction and adoption of AI and automation to eliminate repetitive manual work and enable faster, real-time reporting and insight generation.

· Support financial modeling for new initiatives, pricing decisions, and investment/business-case evaluations.

· Continuously evaluate existing processes with a bias toward improvement — proactively questioning the status quo and recommending better ways of working.

· Ensure the accuracy, integrity, and timeliness of financial data, models, and analyses.

· Take on additional projects and responsibilities as the finance function scales.

Qualifications

· Bachelor’s degree in finance, accounting, economics, or a related field.

· 5+ years of progressive experience in financial planning & analysis, corporate finance, or a related field, ideally within a high-growth environment (SaaS experience strongly preferred).

· Advanced Excel modeling skills; experience with BI/reporting tools (e.g., Power BI, Tableau, Looker) is a plus.

· Familiarity with AI-enabled tools, scripting (Python/SQL), or automation platforms is a strong plus.

· Demonstrated experience implementing automation and process improvements

Who Thrives Here

· A problem-solver who challenges the status quo

· People with a strong sense of ownership, intellectual curiosity, and a bias toward action.

· A collaborative, low-ego team player who builds trust easily across the organization--from colleagues to the board.

Why You’ll Love Working Here:

- Comprehensive Benefits – Medical, Dental, Vision plan options and Company-Paid Short-Term Disability and Life Insurance

- 401K Contributions – Generous employer match with immediate vesting

- Generous Time Off – 5 weeks of PTO, 9 paid holidays, and 3 days of volunteer time off each year

Neighborly Software is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.