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Strategic Financial Analyst - Velora

Velora -
San Francisco, CA

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Job Details

$100,000 - $130,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance
Paid sick time

Qualifications

Financial forecasting
Data analysis reporting
Financial model construction
Business strategy analysis
AI tools proficiency
Business analysis
Mid-level
Trend analysis
Private equity
Financial strategy recommendations
Experience with SaaS (as product category for technical sales engineers)
Data-driven problem-solving
Financial projection model development
Investment banking
Data collection
Financial forecasting analysis
SaaS
Cross-functional collaboration
Communication skills
Cross-functional communication
Internal financial reporting

Full Job Description

About Velora:

check out our company website: joinvelora.com

Our product websites:

keela.co
raisely.com
aplos.com

We're excited to share that Aplos, Raisely, and Keela have come together to form one unified company, Velora, with a shared mission: to help nonprofit organizations thrive. While we continue to offer the products you know and love, we now operate as one team, dedicated to making nonprofit work easier, more impactful, and more sustainable.

Together, our combined expertise spans fundraising, donor management, financial tracking, and communications—offering a powerful suite of tools designed to reduce complexity so nonprofits can focus on what matters most: making a difference.

We're one company with 3 products all servicing customers in the impact space. Working at Velora means that you have the opportunity to build one or across all our products.

We have a combination of merged teams and also teams dedicated to one specific product and you can find details about the work through our job descriptions under the "about the role" section.

About The Role

Hiring locations:

US: CA, CO, GA, FL, ID, MD, MA, MN, NC, NV, OR, SC, TN, TX, VA, WA (California, Colorado, Georgia, Florida, Idaho, Maryland, Massachusetts, Minnesota, North Carolina, Nevada, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington)
Canada Provinces: British Columbia, Ontario, Alberta only

We're hiring a strategic finance analyst to grow our finance team and help shape how we plan, analyze, and operate as a business. Reporting to the Director of Finance, you'll own core work-streams across modelling, forecasting, board reporting, and strategic analysis while partnering closely with leaders across the business. We're looking for someone with exceptional horsepower, strong business judgment, and a high standard for their own work. The work is varied - you'll shift between long-term modelling and day-to-day execution. If you're ready to move from transactions to an operator role with meaningful impact, this is the opportunity for you.

What You'll Be Doing

Build detailed financial models and analyses to enable business planning and strategic decision making at all levels of the business
Maintain and evolve the company's operating model
Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution
Support corporate finance workstreams including annual planning, forecasting, and board materials
Establish excellent cross-functional relationships across the Company to source data, gather information, and deliver actionable, data-driven findings
Deliver high-quality analysis that influences key business decisions
Leverage AI tools and workflows to improve the speed, quality, and scale of work

What We're Looking For

2-4 years of investment banking, private equity, or similar experience (TMT or SaaS coverage preferred)
Excellent financial modeling skills with a demonstrated ability to build and maintain SaaS models
In-depth understanding of SaaS metrics and business models
Clear written and verbal communication skills for cross-functional stakeholders, including senior leaders
High bias to action and comfortable in high-growth environments with shifting priorities

Why work with us?

If you need more convincing, here's the rest of it:

Salary – The salary range for this role is $110,000 - $130,000 USD for US candidates and $100,000 - $120,000 CAD for Canadian candidates. Your base salary compensation will be determined based on factors such as skills, education, experience, and geographic location.
️ Paid Time Off
- Canada: Everyone gets 4 weeks paid leave plus 11 days of public holidays, as well as an 'end of year shutdown' which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.
- US: US employees are eligible for open or paid discretionary time off (take time when you need it), plus 11 days of public holidays, as well as an 'end of year shutdown' which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.
Work remotely – We're a remote-first company - live and work wherever you're happiest.
Training – We'll support you when you want to learn new skills or pay for conference or course tickets.
❤️ Health Coverage & Retirement-
- Canada & US: We offer robust medical, dental, vision, disability and life insurance coverages and have a 4% match on Retirement.

If you have any questions or require accommodations in the interview process, please reach out to [email protected].

Velora's Commitment to Equal-Employment, Diversity, Inclusion, and Equity

We know with diversity comes strength. Aplos, Raisely and Keela provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Quick Apply

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