Principal Financial Analyst, Revenue Forecasting

Overview

This role owns and drives the end-to-end revenue forecasting process and related analytics to support FP&A and executive leadership. Responsibilities span new business, renewals, and expansion forecasting, revenue modeling, forecast accuracy analysis, reporting, and coordination with Sales, Revenue Operations, Accounting, and GTM leadership.

Responsibilities

• Own the end-to-end revenue forecasting process across new business, renewals, and expansion, including monthly, quarterly, and annual forecast cycles
• Build and maintain revenue models by product line, segment, and geography, incorporating pipeline data, historical trends, and seasonality
• Partner with Sales and Revenue Operations to understand pipeline health, deal timing, and conversion assumptions feeding the forecast
• Analyze forecast accuracy over time, identify drivers of variance, and refine methodology to improve predictive reliability
• Develop and maintain reporting packages and dashboards that provide FP&A and executive leadership visibility into revenue trends, risks, and opportunities
• Lead monthly and quarterly revenue forecast reviews with FP&A and GTM leadership, presenting outlook, key drivers, and risk factors
• Support annual operating plan and long-range planning processes with revenue scenario modeling
• Partner with Accounting on revenue recognition questions and reconciliation between forecast and actuals
• Support ad hoc analysis and scenario planning (e.g., new product launches, pricing changes, market shifts) for senior Finance and executive stakeholders
• Support additional reporting needs as required, including Management & Lender Reporting and MD&A (Management's Discussion & Analysis) requirement

Requirements

• Advanced Excel and financial modeling skills; strong experience with BI tools (Tableau, Power BI, or similar)
• Experience with financial planning systems (OneStream, Adaptive Insights, Anaplan, Workday Adaptive Planning, or similar) and CRM/GTM systems (Salesforce, Clari, or similar)
• Strong understanding of SaaS revenue metrics (ARR, churn, bookings-to-revenue conversion)
• Demonstrated ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
• Excellent communication and presentation skills, with experience presenting to VP/SVP-level leadership
• Strong analytical rigor combined with sound business judgment and comfort navigating ambiguity
• Track record of driving process improvement and standardization across the finance function

Preferred Qualifications

• MBA a plus

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 6–9 years of experience in FP&A, revenue analysis, or financial forecasting, ideally in a B2B SaaS or technology environment

Compensation & Benefits

• Pay range: 135,000 - 200,000 USD per year
• Full-time, non-Sales US employees are eligible for annual discretionary bonuses funded based on prior year company performance
• US Sales team members are eligible to participate in company commission plans
• Benefits for eligible US employees include flexible paid-time-off, health, disability, and life insurance, and a 401(k) retirement plan with company matching contributions

Location

Burlington, MA

Equal Employment Opportunity

The employer is committed to equal employment opportunity and providing a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to protected characteristics under federal, state, or local law.