This role involves developing analytical models, creating dashboards, translating financial data into insights, and collaborating with various teams to drive decision-making and performance monitoring.
About SugarCRM
From the very beginning, SugarCRM had a unique vision: to offer a different kind of customer relationship management (CRM) software. We pioneered a solution that easily adapts to customer needs, and now, more than two decades later, we’re on a mission to help sales teams reach their highest potential.
Our diverse team around the world shares a passion for helping customers succeed. Together, we’re building a culture that values personal and professional growth—and we’re proud to be recognized as a Great Place to Work. We care about work/life balance and flexibility for our employees, and we're proud of how we show up for our customers every day.
If you're looking to level up your career and help businesses grow better and faster, you’re in the right place. Learn more about SugarCRM careers and how you can be part of our journey.
Where You Fit In
You will play a critical role in enabling data-driven decision-making across the business. You’ll be responsible for transforming financial and operational data into meaningful insights, and driving efficiency through scalable analytics tools and automation. You’ll work cross-functionally to develop dashboards, performance metrics, and financial models that connect strategic objectives to financial outcomes.
The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team. Reporting to the VP of FP&A and engaging directly with senior leadership, you’ll serve as a strategic partner to help to align the finance strategy with the company’s ambitious growth goals. This is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen, system expertise, and collaboration across teams.
**This role operates on a hybrid model, with a mix of remote work and in-office collaboration at our Denver, CO location, specifically, working in-office a minimum of 3 days per week.**
Impact You Will Make in the Role:
- Financial & Operational Analytics
- Develop and maintain analytical models to support long-term strategic and financial planning.
- Collaborate cross-functionally to optimize data sources for FP&A use (NetSuite, CSI, Adaptive, etc.).
- Create dashboards and data visualizations that track key business metrics such as utilization, revenue and financial dashboards, customer wins/losses, performance vs. budget, scorecards, etc.
- Translate financial data into business insights that highlight historic trends, growth opportunities and risks.
- Performance Reporting
- Design and automate reporting for recurring financial and operational reviews.
- Partner with business leaders to define and monitor KPIs, helping teams understand performance drivers.
- Build executive-level presentations summarizing trends, performance vs. budget, and strategic insights.
- Cross-functional Partnership
- Partner with Sales, Marketing, and Customer Success teams to analyze revenue and customer metrics.
- Support strategic initiatives such as pricing analysis, investment prioritization, and profitability studies.
- Drive continuous improvement in business analytics capabilities within FP&A.
What You Will Bring:
- 5+ years of progressive experience in reporting, analytics and dashboarding.
- Proven experience in SaaS metrics, business models, and value creation levers.
- Experience with financial systems and BI tools.
- Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data.
- Ability to thrive in a fast-paced, dynamic, and results-oriented environment.
- Exceptional communication and presentation skills, with experience presenting to senior management.
- Exceptional attention to detail and passion for accurate, high-quality work.
- A high sense of urgency, ability to multi-task and work under pressured timelines.
- Bachelor’s degree in Finance, Economics, Accounting, or a related field. MBA or CFA is a plus.
- Experience in FP&A is a plus.
We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.
Benefits and Perks:
Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:
· Excellent healthcare package for you and your family
· Savings and Investment – 401(k) match
· Unlimited Paid Time Off
· Paid Parental Leave
· Online Legal Services (Rocket Lawyer)
· Financial Planning Services (Origin)
· Discounted Pet Insurance (Embrace Pet Insurance)
· Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
· Health and Wellness Reimbursement Program
· Travel Discounts
· Educational Resources - Career & Personal Development Program
· Employee Referral Bonus Program
· We are a merit-based company - many opportunities to learn, excel and grow your career!
If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.
#LI-Hybrid
Top Skills
Adaptive
Bi Tools
Csi
NetSuite
Similar Jobs
Fintech • Financial Services
As an Associate Personal Banker, you will enhance customer relationships by providing banking solutions, assisting with account openings, and ensuring compliance with relevant regulations.
Top Skills:
Basic Banking SoftwareMobile Banking Technology
Fintech • Financial Services
As an Associate Personal Banker, you will enhance customer relationships, assist with account services, and ensure compliance with banking regulations.
Fintech • Financial Services
As a Personal Banker, you will build customer relationships, assist with account openings, and provide financial solutions while ensuring compliance with banking regulations.
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
