Overview
An organization is seeking an experienced Senior Financial Analyst to join their Finance team. The role focuses on revenue analytics, operational reporting, and strategic financial planning within a SaaS environment. The position plays a key role in driving data-driven decision making, emphasizing recurring revenue metrics, robust reporting, and cross-functional collaboration across the company.
Responsibilities
Revenue Analytics & Reporting
- Lead comprehensive Annual Recurring Revenue (ARR) reporting initiatives, including product-specific analysis, cohort analytics, and customer segmentation to provide actionable insights to leadership.
- Develop and maintain Salesforce reporting infrastructure to ensure reliable revenue metrics and enhance reporting capabilities.
- Track and analyze customer movement data, offering detailed insights into expansion, contraction, and churn patterns.
- Build and maintain key SaaS metrics dashboards, including Profit & Loss (P&L) tracking, ARR progression, run rate analysis, and CARR-adjusted EBITDA reporting.
Financial Planning & Analysis
- Drive quarterly business review processes, including P&L preparation, variance analysis, and management commentary.
- Support monthly, quarterly, and annual forecasting and budgeting processes, including revenue projections, expense planning, and headcount modeling.
- Assist with annual planning cycles and rolling forecasts, focusing on revenue forecasting and scenario modeling.
- Develop and maintain services revenue demand and capacity forecasting models to optimize resource allocation.
- Build, maintain, and automate financial models and dashboards to deliver timely insights and performance reporting to business stakeholders.
Cross-functional Partnership
- Act as a finance business partner to Sales, Customer Success, Delivery, and Technical Operations teams.
- Collaborate with Revenue Operations to improve Salesforce data quality and reporting capabilities.
- Work closely with Customer Success leadership on renewal tracking initiatives and customer retention strategies.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2-6 years of financial analysis experience.
- Strong proficiency in Excel and experience with financial modeling.
- Experience with Salesforce reporting and CRM analytics.
- Excellent analytical and problem-solving skills with exceptional attention to detail.
Preferred Qualifications
- Strong business acumen with the ability to translate complex data into actionable insights.
- Excellent communication skills, capable of presenting findings to leadership.
- Collaborative mindset with experience working across multiple departments.
- Self-starter mentality with the ability to manage multiple priorities in a fast-paced environment.
- Passion for continuous improvement and process optimization.
Compensation & Benefits
This role offers the opportunity to significantly impact the company's growth trajectory by working with advanced SaaS metrics and analytics. The position sits at the intersection of finance, operations, and strategy, providing critical insights that drive business decisions.
Location
This is a fully remote position with a strong preference for candidates located in the Eastern Time Zone.
Additional Information
- The employer is currently unable to sponsor new applicants for employment authorization for this position.
- Agencies are not being considered for this role.