Strategic Finance Analyst I

Lucid Software is a visual collaboration and work acceleration company offering products including Lucidchart, Lucidspark, and airfocus. The Strategic Finance Analyst I will support Sales and Go-To-Market business decisions and management reporting through financial analysis, forecasting, modeling, and data-driven insights.

What you'll do:

• Conduct month-end processes as well as variance / trend analysis to track performance and drive operational efficiencies
• Collaborate closely with GTM Operations to align on forecasts, analyze sales performance, and provide actionable insights for decision-making
• Partner with Accounting to ensure accurate expense recording and financial alignment across teams
• Translate financial data and market trends into clear narrative updates for Sales & GTM leadership to support real-time decision-making
• Help build, maintain, and refine FP&A modeling tools and planning processes to improve forecast accuracy
• Model expected outcomes and track progress for key strategic initiatives and company metrics
• Collaborate with People Ops and Recruiting to track headcount, monitor hiring plans, and analyze personnel-related expenses to ensure alignment with operational budget
• Partner closely with Analytics, Deal Strategy, and Accounting to model topline growth, analyze ARR trends, and ensure accurate revenue recognition
• Deliver timely, ad hoc financial analyses and data-driven insights to help leadership evaluate key business initiatives and emerging operational trends

What they're looking for:

• • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
• • 0–1 years of experience in financial analysis, strategy, or corporate finance (internships included)
• • Proficiency in Microsoft Excel/Google Sheets and PowerPoint/Google Slides
• • Solid grasp of foundational corporate finance, accounting principles, and financial statement analysis
• • Strong problem-solving orientation with a proactive "find a solution" mindset
• • Excellent written and verbal communication skills; ability to simplify complex numbers into a clear story
• • Self-starter who thrives with autonomy in a collaborative, fast-moving environment
• • This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday)
• • Prior experience in the tech/SaaS industry or supporting a Sales/Operations team
• • Familiarity with financial planning tools like Workday Adaptive Planning or similar FP&A software
• • Familiarity with data warehousing, querying, or analytics tools (e.g., Snowflake, Datadog, SQL, or similar platforms)

Benefits:

• Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan, UT office two days per week (Tuesday and Thursday).
• Working alongside experienced team members, you will gain significant exposure to revenue and sales operations, sharpen your financial modeling skills, and gain hands-on experience delivering insights that influence company strategy.