Overview
A Senior Financial Analyst role is available within the Commercial Finance team, reporting to the VP of Commercial Finance. This position is remote within the US, with a preference for candidates located in the Central or Eastern Time Zones.
The role focuses on managing the operational aspects of Revenue Operations and Pricing functions in a recurring-revenue managed security services business. It involves ownership of pricing governance, forecast accuracy, revenue operations cadence, and commercial analytics, working cross-functionally with Sales Operations, business unit leaders, Sales, and Product Management.
Responsibilities
Pricing and Governance
- Maintain discount guidelines and manage the exception case log in partnership with Sales Operations on deal desk exceptions.
- Conduct weekly discount trend analysis, identifying exceptions and patterns for pricing and commercial leadership.
- Support pricing for new products and offerings, including list price construction and deal economics.
- Lead quarterly margin reassessment across the product portfolio by updating deal model costs based on actual cost changes, sales mix and trends, and external benchmarking.
Strategic Deal and Decision Support
- Provide ad-hoc deal modeling and pricing analytics for strategic, large, or non-standard deals.
- Act as a trusted finance partner to Sales Operations, business unit leaders, Sales, and Product Management on commercial decisions.
Revenue Operations
- Manage the weekly revenue forecast cadence for services business units, collaborating with business unit leaders to identify risks and opportunities.
- Validate forecast submissions for consistency and accuracy, testing assumptions with business unit partners.
- Produce monthly forecast accuracy reports with full bridge analysis explaining variances.
- Develop and maintain bookings-to-revenue conversion analytics, including lag analysis, ramp curve modeling, and cross-business pattern detection.
Commercial Analytics
- Lead win-loss pricing analysis and provide insights to Sales and Product Management.
- Build pipeline conversion analytics across stages and business units.
- Own Net Revenue Retention (NRR) and Annual Recurring Revenue (ARR) walk reporting; develop further analysis on cohort retention, customer profitability, and product profitability.
Qualifications
- 3–5 years of progressive finance experience with demonstrated ownership of analytical or process work.
- Advanced proficiency in Excel, including building models from scratch and handling large datasets.
- Proven track record of building or improving processes beyond executing existing ones.
- Strong written and verbal communication skills, comfortable presenting to senior leadership.
- Self-motivated, detail-oriented, and capable of working independently in a fast-paced environment.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
Preferred Qualifications
- Experience in rotational finance development programs, Big 4 or Top 10 accounting firm transaction services or financial due diligence, strategy consulting, or commercial finance within recurring-revenue technology or services companies.
- Background in commercial finance, FP&A, or revenue operations at recurring-revenue, SaaS, MSSP, or managed services companies.
- Familiarity with pricing analytics, discount governance, or deal desk processes.
- Exposure to Power BI and ability to translate Excel models into scalable reporting.
- Experience with Salesforce, SAP, Sage, NetSuite, or comparable ERP and CRM systems.
- Industry experience in B2B technology, cybersecurity, or managed services.
Compensation & Benefits
- Salary: $100,000 base
- Bonus Target: 8%
Location
- Remote within the United States
- Preference for candidates in Central or Eastern Time Zones
Equal Opportunity Statement
The employer is an Equal Opportunity Employer and does not discriminate based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, political affiliation or opinion, medical condition, veteran status, or any other federal, state, or local protected class.