Lead Financial Analyst
Omnitracs
About the Role:
We are looking for a high-performing Financial Analyst to join our dynamic finance team within a complex, multi-business SaaS organization. This role requires strong financial modeling skills, a deep analytical mindset, and the intellectual agility to solve challenging problems across a rapidly evolving business. The ideal candidate has prior investment banking experience and thrives in a fast-paced environment where critical thinking, initiative, and exceeding expectations are the norm.
In this position you will have the ability to own high-impact workstreams, build complex driver based three-statement models, and consistently deliver at a high level. You’ll be instrumental in supporting strategic initiatives, forecasting, investment decisions, and executive reporting across multiple business units.
Key Responsibilities:
Build and maintain robust, driver-based three-statement financial models that support scenario analysis, forecasting, budgeting, and valuation across different SaaS business units.
Perform data mining and modeling on large, complex datasets to extract insights, identify trends, and inform executive-level decisions.
Partner cross-functionally to gather business inputs, refine assumptions, and ensure model accuracy and relevance.
Lead analytical workstreams supporting key initiatives such as new product investments, pricing strategies, and capital allocation.
Present findings and recommendations in a clear, structured format to finance leadership and senior executives.
Contribute to the ongoing development of automated dashboards, reporting tools, and financial performance tracking mechanisms.
Take ownership of ad hoc financial analyses and strategic deep dives with minimal oversight.
Qualifications:
Investment banking or transaction-oriented finance experience is highly preferred (but not strictly required).
Demonstrated ability to build complex financial models from scratch, with a deep understanding of SaaS metrics (e.g., ARR, NRR, CAC, LTV, churn, payback).
Advanced proficiency in Excel and strong comfort with large-scale data manipulation. Familiarity with SQL, Python, or BI tools (e.g., Tableau, Power BI) is a plus.
Strong grasp of accounting, corporate finance, and valuation concepts.
Ability to work across multiple stakeholders and manage projects with competing priorities.
Proven track record of taking ownership, exceeding expectations, and handling increased responsibility over time.
Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA, CFA, or CPA is a plus, but not required.
What We’re Looking For:
Critical thinker with exceptional problem-solving ability and attention to detail.
Thrives in ambiguity and adapts quickly in a fast-changing SaaS environment.
Clear, concise communicator who can distill complex analysis into actionable insights.
Highly motivated self-starter with an ownership mindset and a bias toward execution.
EQUAL OPPORTUNITY EMPLOYER
SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.
