Financial Analyst

Overview

This role serves as a core strategic partner within the Customer FP&A team, helping shape customer retention strategy and customer lifetime value through advanced business intelligence. The position supports executive decision-making and cross-functional operations by turning complex metrics into actionable insights.

Responsibilities

• Build sophisticated Business Intelligence models to deliver clear strategic insights into retention, customer delivery, and service costs.
• Develop renewals and churn assumption frameworks to enable executive decision-making and support central revenue forecasting.
• Drive customer analytics by tracking Lifetime Value, Net Promoter Score, and engagement trends to maximize platform stickiness.
• Analyze cost-to-serve metrics, deflection rates, and service ticket productivity to improve operational efficiency across customer-facing teams.

Requirements

• Minimum of 5 years of experience in financial analysis, customer analytics, or SaaS FP&A roles.
• Deep expertise in data analytics with demonstrated proficiency in financial systems such as Oracle or NetSuite.
• Proven track record of leveraging data to drive strategic alignment across Customer Success, Support, and Renewals teams.
• Demonstrated strength in process optimization and automating systems to enhance operational productivity.

Preferred Qualifications

• Experience integrating AI-driven analytical solutions to streamline financial modeling.
• Strong familiarity with product adoption metrics such as Monthly Active Users and depth-of-use tracking.

Compensation & Benefits

• Hiring Range: $78,400.00–$107,900.00 (Salary)
• Bonus Eligible: Yes
• Commission Eligible: No

Benefits include:

• Medical, Dental, Vision, Life, Disability, Time off plans, and retirement plans
• Tax savings plans for health, dependent care, and commuter expenses (where available)
• Paid Parental Leave
• Employee Stock Purchase Plan
• If this position is identified above as commission- or bonus-eligible, terms of the commission or discretionary bonus plan will be provided following the employee start date

Location

• Open to Remote, Hybrid, or In Office (Location TBD)
• Travel requirement: 0–10%