Senior Analyst, Strategic Finance and Reporting (Remote)

Overview

The organization is seeking a highly analytical, detail-oriented Analyst, Strategic Finance and Reporting to support key strategic initiatives through actionable insights, reliable forecasting, and deep analytical work. This role helps drive business growth and cost efficiency by producing accurate revenue, expense, and churn forecasts.

You will work with cross-functional partners across Sales, Marketing, Finance, People Operations, and Operations to ensure the accuracy and integrity of customer and revenue data. The role leverages tools such as Salesforce, SQL, and Excel/Google Sheets to build, maintain, and optimize revenue and performance reporting, including identifying and explaining budget-to-actual variances.

Responsibilities

Revenue & Churn Forecasting

• Build, refine, and maintain revenue and churn forecasting models, adapting them based on market conditions, business needs, and evolving data trends
• Continuously improve forecasting methodologies to enhance accuracy and predictability
• Conduct variance analysis between forecasts and actuals and deliver actionable insights to stakeholders

Data Integration & Analytics

• Integrate data from Salesforce, Redshift, Tableau, and other sources to ensure reliable inputs for forecasting and reporting
• Partner with Sales, Marketing, Finance, and Operations teams to gather, validate, and align data for decision-making
• Perform deep-dive analyses to uncover trends, anomalies, and root causes

Reporting & Decision Support

• Develop and maintain dashboards and reports tracking GTM KPIs, sales performance, and revenue and cost trends (e.g., ARPU, Gross Margin, LTV, headcount costs, OpEx)
• Present key insights, forecasts, and recommendations clearly to senior stakeholders
• Support budgeting, goal-setting, and revenue growth initiatives through data-driven guidance

Process Optimization & Data Quality

• Maintain high standards for data accuracy, governance, and integrity across reporting and analytics
• Identify opportunities to streamline reporting, automate workflows, and improve analytical efficiency
• Serve as a subject matter expert in forecasting methodologies, reporting best practices, and analytics tools

Requirements

• 2–4 years of experience in Go-to-Market Analytics, Sales Forecasting, or Sales Performance & Reporting, ideally within a SaaS environment
• Hands-on experience with sales forecasting, financial modeling, budget-to-actual variance analysis, and revenue reporting
• Advanced proficiency in Excel or Google Sheets (complex formulas, pivot tables, etc.)
• Strong SQL skills for data extraction, transformation, and analysis
• Excellent analytical and problem-solving skills with strong attention to detail
• Ability to communicate complex insights to both technical and non-technical audiences
• Comfort working in fast-paced, high-growth environments

Preferred Qualifications

• Experience with CRM platforms (Salesforce)
• Experience with data warehousing tools (e.g., Redshift)

Compensation & Benefits

• Information not provided.

Location

• Information not provided.