Overview
A cybersecurity organization is seeking a Senior Financial Analyst to lead financial analysis for Renewal and Customer Success functions. This role involves ownership of topline and operating expense (Opex) analysis, forecasting, budgeting, and performance reporting. The analyst will provide insights into renewal performance, retention trends, and coverage model effectiveness to support business decision-making.
The position requires collaboration with Go-To-Market (GTM) Finance leadership, Renewal Operations, Customer Success, Sales Leadership, and Business Intelligence teams. The role is expected to provide coverage during West Coast working hours.
Responsibilities
- Own Renewal and Customer Success topline and Opex analysis, including forecasting, budgeting, and performance reporting.
- Partner with GTM Finance leadership to analyze renewal performance, retention trends, coverage models, and key drivers of forecast changes.
- Conduct deep-dive analyses across customers, regions, products, renewal cohorts, and coverage models to identify risks, opportunities, and areas for improvement.
- Develop insights and reporting to enhance renewal forecasting, retention visibility, and decision-making.
- Identify leading indicators and emerging trends to proactively surface renewal risks.
- Perform variance analysis on renewal rates, retention, churn, Annual Recurring Revenue (ARR), and forecast performance.
- Support Renewal and Customer Success forecasting through data analysis, scenario modeling, and risk assessment.
- Prepare executive-ready analyses for leadership reviews and Board reporting.
- Collaborate with Renewal Operations, Customer Success, Sales Operations, and Business Intelligence to improve data quality, reporting consistency, and metric governance.
- Translate complex data into actionable insights and recommendations for business leaders.
Requirements
- Bachelor's degree in Finance, Accounting, or a related field.
- 4-7+ years of experience in Financial Planning & Analysis (FP&A), GTM Finance, or Revenue Finance.
- Strong analytical and problem-solving skills with the ability to translate complex data into actionable business insights.
- Comfortable working with complex, imperfect data environments and solving ambiguous data challenges.
- Advanced Excel skills and experience with Business Intelligence tools such as Power BI, Tableau, or Looker.
- Experience working with large datasets and partnering with Business Intelligence teams.
- Demonstrated ability to leverage AI tools (e.g., ChatGPT, Microsoft Copilot, Gemini) to improve productivity, accelerate analysis, automate recurring tasks, and enhance decision-making.
- Strong curiosity, adaptability, and willingness to embrace new technologies and analytical approaches.
- Self-motivated, deliverable-focused, with a strong work ethic and the ability to prioritize and resolve multiple issues simultaneously.
Preferred Qualifications
- Experience supporting SaaS or subscription-based businesses.
- Knowledge of recurring revenue metrics including ARR, Annual Contract Value (ACV), renewals, churn, Gross Renewal Rate (GRR), and Net Renewal Rate (NRR).
- Experience with SQL, Python, or other data querying and automation tools.
- Experience building automated reporting, dashboards, or AI-enabled analytical workflows.
- Familiarity with financial planning and analysis tools such as Anaplan, SAP, Oracle, Clari, Salesforce, or Adaptive Planning.
Compensation & Benefits
- In the United States, the base salary for this role ranges from $87,000 to $145,000.
- Additional compensation includes bonus eligibility and a comprehensive benefits package.
- Specific pay within the range depends on factors such as skills, training, location, experience, education, certifications, and organizational needs.
Location
- This role requires coverage during West Coast working hours.
- Applicants must have legal authorization to work in the jurisdiction where the position is posted without requiring employer sponsorship.