Sr. Financial Analyst

AIA Contract Documents (ACD) is the construction industry’s leading SaaS platform for legal risk management, serving the architecture, engineering and construction (AEC) industry. Trusted by 40,000+ customers, ACD powers mission-critical workflows across the entire project lifecycle. Built in partnership with the American Institute of Architects (AIA) and backed by 140 years of industry-standard legal content, ACD combines unparalleled trust with modern technology. In 2025, ACD partnered with WCAS, one of the world’s premier growth investors with a 30+ year track record of scaling market-defining technology companies, positioning us at an inflection point for accelerated innovation and exciting growth. In 2024, ACD launched the Catina platform, redefining how professionals across architecture, engineering, construction, and legal services collaborate, contract, and manage risk. Catina serves as a next-generation foundation platform that will help us unlock new products, enhancing customer value at every stage of the construction lifecycle, and capturing proprietary market data at scale to power smarter decisions across the construction industry. ACD is now entering a new era of product expansion, workflow integration, and intelligent tooling. We see a significant opportunity to broaden our platform’s footprint, harness our proprietary dataset to power next-generation solutions, and deliver lasting impact across the entire built environment lifecycle. We’re looking for a highly analytical and proactive Senior Financial Analyst with 2–4 years of experience in SaaS environments, Investment Banking, or Management Consulting to join our dynamic Finance team. In this role, you will play a key part in managing our financial planning and analysis functions, with a focus on SaaS metrics, forecasting, and operational reporting. Key Responsibilities

• Financial Planning & Forecasting: Support the development of annual budgets, rolling forecasts, and long-range plans with an emphasis on accuracy and strategic alignment.
• SaaS Metrics & Performance Analysis: Analyze and report on key SaaS KPIs to drive data-informed business decisions.
• Financial Modeling: Build and maintain dynamic financial models for scenario planning, product growth, pricing strategies, and business cases.
• Management Reporting: Prepare monthly and quarterly financial reports for leadership, highlighting key trends, risks, and opportunities.
• Business Partnering: Collaborate with cross-functional teams including Sales, Marketing, Product, and Customer Success to support operational and strategic initiatives.
• Process Improvement: Identify and implement improvements in financial processes, tools, and reporting systems to support a scalable and agile finance function.
• Other Duties as needed.

Required Qualifications

• 2–4 years of experience in Financial Planning & Analysis or similar role, with at least 2 years in a SaaS or subscription-based business or similar experience in investment banking/PE environments.
• Strong grasp of SaaS financial metrics and unit economics (e.g., CAC/LTV).
• Advanced Excel skills (e.g., scenario modeling, pivot tables, lookups).
• Familiarity with financial systems, CRM systems and BI tools (e.g., NetSuite, Hubspot, Power BI).
• Proven ability to translate data into actionable insights.
• Excellent communication, organization, and stakeholder management skills.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Some travel may be required

Preferred Qualifications

• Experience supporting recurring revenue models and cohort analysis.
• Exposure to SQL or data querying tools.
• Understanding of the AEC or legal tech sectors is a plus.

Benefits And Perks

• Competitive Salary
• Company-paid health, dental and vision benefits for employees
• 401(k) with company match
• Work-From-Home Stipend
• Unlimited PTO