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Tempo Software

Senior Financial Analyst (R&D/Customer Success)

Posted 6 Hours Ago
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Remote
Hiring Remotely in Canada
Senior level
Remote
Hiring Remotely in Canada
Senior level
The Senior Financial Analyst supports R&D and Customer Success functions by managing financial models, forecasting, and operational decision-making using AI-tools and automation for improved efficiency and data integrity.
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With over 30,000 customers, including a third of Fortune 500 companies, Tempo is trusted by organizations across the globe to make their workflows work better.

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

Apply today to join the Tempo team and help shape the future of enterprise productivity software.

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.

Top Skills

AI
Automation
Bi Tools
Financial Modeling
Planning Systems
SQL

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