Financial and BI Analyst

TRAILD: Who are we?

TRAILD is a dynamic, fast-growing SaaS company that streamlines, automates and protects Accounts Payable.

Just as your bank provides always on risk protection for your credit card, TRAILD provides a similar level of security to help businesses protect their B2B payments from fraud, errors and mistakes.

Our specialised Accounts Payable software integrates with leading business ERP systems like SYSPRO, Acumatica, MYOB, and EPICOR to help clients make their AP process more streamlined, automated and secure.

We have a rapidly growing client base, so you are about to board the rocket ship at the right time. This is an opportunity to make a real impact and with your help we can support more businesses digitise their existing operations with enhanced automation and security. Hear how TRAILD customers speak about us here.

The Role: Want to be a part of our exciting growth journey?

We are looking for a talented, passionate, and motivated individual to join our team as an FP&A / BI Analyst, where you will play a critical role in gathering, transforming and visualising financial data from multiple sources to provide data-driven financial insights and forecasts to support strategic decision-making in the Finance team.

You will collaborate cross-functionally to develop financial models, conduct variance analysis, and support budgeting and forecasting processes.

The ideal candidate will have strong analytical thinking, advanced Excel and financial modeling skills, and experience working with SaaS or tech companies.

Key Responsibilities

• Extract and consolidate data from platforms such as CRM (e.g Hubspot, Pipedrive, etc), CSM (e.g Zendesk, Custify, etc), ERP (e.g Xero, Quickbooks) and Excel

• Build, maintain, and optimize dashboards and reports using BI tools (e.g., Power BI, Tableau, Looker)

• Translate raw data into actionable insights for financial planning, budgeting, and forecasting

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.

• Support various financial planning and analysis activities to ensure alignment with the company's strategic goals.

• Identify data quality issues and coordinate with relevant teams to resolve discrepancies.

• Collaborate with cross-functional teams to gather necessary information for financial planning.

• Conduct monthly and quarterly variance analysis, identifying key trends and business drivers

• Develop, maintain, and enhance financial models and dashboards to support decision-making

• Support scenario analysis and strategic planning initiatives for product, sales, and operations

• Provide ad-hoc financial analysis to support cross-functional teams and leadership requests

Who You Are:

• 2–4 years of experience in FP&A or BI Analytics or similar roles—preferably in a SaaS, tech, or high-growth environment

• Proven experience working with financial and operational data from CRM systems, Zendesk, Xero, and Excel.

• Proficiency in BI tools for dashboard creation and data visualization.

• Strong analytical and problem-solving skills with high attention to detail.

• Ability to manage multiple data sources and deliver clear, insightful reports.

• Familiarity with finance and accounting principles (CPA/CA qualification is a plus).

• Experience with SQL or data transformation tools.

• Familiarity with SaaS metrics (MRR, ARR, churn, CAC, LTV, etc.) is a plus

• Excellent attention to detail, communication, and business partnering skills

• Strong collaborator with an attitude embracing growth, hands-on execution, adaptability, and the scale-up spirit.

The Perks of Working at TRAILD

• Flexibility: we offer a range of remote, hybrid and flexible working options.

• Global team: we are growing across APAC, NA and EMEA and have team all across the world.

• We are growing at an exponential rate, this is an opportunity to get involved with a true rocketship with all the excitement and opportunities that comes with it

• Our team genuinely loves working at TRAILD: we scored a 78 on our 2025 eNPS survey.

Please note that the final applicants for this job will be asked to consent in writing to a police check / criminal background check to the extent permitted by law in your jurisdiction of employment