• Finance
  • Charlotte, NC, USA

Isolved Interesting Insights

  • We're an enterprise HCM Software company that serves about 145,000 employers and over 5.4 million employees nationwide.
  • Isolved has grown more than 50% in 2021-2022 alone.
  • We have almost 2,000 employees with 8 offices across the United States - and the growth continues.
  • Awarded as a Top Place to Work in the USA by our employees.

About the job

Looking for a thrilling opportunity to showcase your financial expertise? Join our dynamic and rapidly growing business as a Senior Financial Analyst (SFA)!

In this role, you'll have the unique chance to build processes from scratch and collaborate with all levels of the business as we scale. If you're a go-getter who's eager to dive in and make a real impact, this position is perfect for you.

As a strategic business partner to the company's leadership, you'll work closely with our SVP Finance and Director of FP&A. You'll also be part of a small but mighty team, giving you the chance to get your hands on different pieces of the puzzle and make a meaningful difference.

This is a highly quantitative and influential role with C-suite exposure, providing you with unparalleled visibility and a true "seat at the table". You'll also have the autonomy to build your own path and solve problems, working on ways to make our organization even better.

As a hybrid role, you'll be expected to work on-site at our Charlotte, NC corporate office three days a week. If you're ready to take your financial analysis skills to the next leadership level and be part of a vibrant growing and exciting team, apply today!


  • Involvement in all aspects of the financial planning, forecasting, and budgeting/modeling including but not limited to, customer acquisition, customer retention, upsells and downgrades, and all associated economic drivers and key performance indicators (KPIs)
  • You will be the financial subject matter expert for this business functional area.
  • Provide insights and analysis.
  • Contribute to the multiyear, annual and quarterly planning and forecasting processes i.e building an innovative financial model supported by key trends, unit economics and performance metrics to build confidence in its accuracy.
  • Assist in the development and support of a weekly, monthly and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances and risk assessments.
  • Collaboratively work across the Finance organization as a business partner supporting the FP&A organization, strategic finance team and the accounting team providing insight and analysis around the revenue model, revenue performance, scenario planning and potential outcomes.
  • Resolve problems of diverse scope where analysis of data requires evaluation of identifiable factors.

Minimum Qualifications

  • Minimum of 4-7 years as an FP&A with financial modeling. SaaS industry preferred.
  • Bachelor's degree; or 3 years and a master's degree; or a PhD without experience.
  • Thoughtful analysis experience with the ability to use data and thoughtful insights.
  • Excel and PowerPoint power player
  • Experience or exposure to other reporting tools or systems (i.e., Tableau, Microsoft BI, DOMO, other.
  • Selfdirected, selfmotivated, and demonstrated experience providing ideas and solutions to further business understanding.

More About isolved

isolved is an employee experience leader, providing intuitive, peoplefirst HCM (Human Capital Management) technology.

Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions.

No matter the industry, we help highgrowth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and openminded meritocracy.




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