As a Financial Analyst at Relativity, your daily work will be dynamic and highly collaborative. You will sit at the intersection of operational execution and strategic planning, ensuring that the company's financial engines run smoothly.

Your primary responsibilities will include:

• Managing and optimizing the monthly financial close processes, ensuring that revenue, expenses, and system transactions are reconciled accurately and on schedule.
• Partnering with cross-functional teams to maintain and configure critical financial systems, such as Zuora, ensuring that pricing changes, new product launches, and billing rules are implemented seamlessly.
• Designing, building, and maintaining complex financial models to support budgeting, forecasting, and long-range strategic planning initiatives.
• Conducting deep-dive analyses on key SaaS performance metrics, identifying trends, risks, and opportunities to improve operational efficiency and profitability.
• Preparing comprehensive financial reports and presentations for department heads, senior leadership, and finance executives to guide business decisions.
• Leading or supporting continuous improvement projects to automate manual workflows, enhance data integrity, and scale financial processes in line with company growth.

To be competitive for a Financial Analyst position at Relativity, you must bring a solid foundation of technical skills, analytical capabilities, and professional experience.

• Must-have skills – Strong proficiency in enterprise financial software and ERPs (such as NetSuite, Salesforce, or Workday). Advanced Excel skills (including complex modeling, lookup functions, and pivot tables) are non-negotiable. You must also possess a solid understanding of GAAP accounting principles, particularly around SaaS metrics or revenue recognition.
• Nice-to-have skills – Hands-on configuration experience with Zuora or similar billing engines. Experience with SQL, Tableau, or Power BI for data visualization and advanced data manipulation is a major plus. Professional certifications such as a CPA or CFA are highly regarded for accounting and corporate finance tracks.
• Experience level – Typically, 2–5 years of experience in corporate finance, financial systems, investment banking, or public accounting. Prior experience working within a high-growth SaaS or technology company is strongly preferred.
• Soft skills – Exceptional written and verbal communication skills, with a proven ability to collaborate across teams. You should have a strong sense of ownership, a proactive approach to problem-solving, and the ability to thrive in an environment with evolving priorities.

Q: What is the typical interview difficulty for a Financial Analyst at Relativity? A: Candidates generally report that the interview difficulty is highly manageable, often describing it as straightforward to moderate. The focus is heavily on practical, real-world application of your skills rather than abstract brainteasers. However, because the company is highly sought after, the competition is strong, making preparation around specific SaaS metrics and systems critical.

Q: How long does the hiring process usually take from application to offer? A: The process typically takes between 3 to 5 weeks. Because Relativity is a fast-growing company managing a high volume of candidates, timelines can occasionally stretch. Staying in proactive contact with your recruiter is highly recommended to keep the process moving smoothly.

Q: Is there a preference for internal candidates over external applicants? A: Relativity has a strong and healthy culture of supporting internal mobility and career development. While this means some roles may have strong internal contenders, external hiring remains highly active. External candidates who can clearly demonstrate specialized technical skills, such as advanced Zuora administration or niche SaaS revenue accounting expertise, are highly competitive.

Q: What is the hybrid or remote work policy for finance roles? A: Most finance and analytical roles are based out of the Chicago, IL office and operate under a hybrid model, combining in-office collaboration days with remote flexibility. Be sure to clarify the exact expectations for your specific team with your recruiter during your initial call.

To maximize your chances of success during the Relativity interview process, keep these practical, insider tips in mind:

• Address compensation early: During your very first call with the recruiter, ensure you have a transparent conversation about salary expectations and role leveling. This prevents alignment issues late in the process and ensures you are being evaluated for the correct level.

• Highlight your systems experience: If you have worked with Zuora, Salesforce, NetSuite, or advanced SQL, make sure these are front and center on your resume and discussed during your interviews. The finance team highly values analysts who can jump into technical systems without requiring extensive training.
• Understand the SaaS business model: Be prepared to discuss how Relativity makes money. Familiarize yourself with the distinction between their on-premise software business and their cloud-based RelativityOne offering, as this transition drives much of their financial complexity.
• Prepare STAR behavioral stories: Frame your behavioral answers using the Situation, Task, Action, and Result framework. Focus on stories that showcase your adaptability, your ability to handle ambiguous data, and times when you proactively improved a broken process.

A Financial Analyst career at Relativity offers an exceptional opportunity to work at the core of a highly successful, fast-growing enterprise SaaS company. Whether you are optimizing billing workflows in Zuora, ensuring compliance with ASC 606, or partnering with business units to forecast headcount and spend, your contributions will be highly visible and strategically impactful. The role demands a strong mix of technical systems knowledge, financial rigor, and collaborative communication.

To position yourself for success, focus your preparation on mastering SaaS financial dynamics, reviewing the core system architectures relevant to your track, and preparing clear examples of your past achievements. Approaching your interviews with a proactive, solution-oriented mindset will show the hiring team that you are ready to thrive in their dynamic environment.

The salary data reflects the competitive compensation packages offered by the company for senior-level analyst and accounting roles. When preparing your salary expectations, consider how your specific system expertise, certifications, and years of experience align within these ranges. You can explore additional interview experiences, salary insights, and preparation resources tailored to Relativity on Dataford to ensure you are fully prepared to secure your offer.