Senior Financial Analyst

Overview

This 100% remote role in the US supports the Go-To-Market (GTM) organization as a Senior Financial Analyst. The position involves owning key FP&A processes, partnering with Sales, Sales Operations, and Marketing leadership to ensure GTM operating plans align with financial goals, and turning bookings, pipeline, and sales capacity data into actionable insight.

Responsibilities

• Serve as finance lead for Sales, delivering data-driven insight to help GTM executives achieve operating plans
• Partner on monthly financial reporting including Annual Recurring Revenue, New and Renewal bookings, and retention
• Lead pipeline and coverage analysis, sales productivity metrics, and ad hoc financial analysis
• Improve automation and efficiency of current processes using Workday Adaptive Planning, Excel enhancements, and AI productivity tools (Claude, Microsoft Copilot)
• Support the annual GTM planning cycle, including sales capacity modeling, headcount and quota setting, and sales compensation plan analysis in partnership with Sales Operations
• Develop complex financial models, including long-range models and three-statement financial models, and translate financial data into relevant decision-ready insights
• Own the month-end review process for GTM results, using detailed variance analysis and reporting to highlight risks and opportunities versus plan
• Support ad hoc projects and strategic initiatives

Requirements

• Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement)
• Minimum 3–5 years of relevant FP&A experience, including financial modeling, forecasting, and reporting
• Experience supporting a Sales or GTM organization as a finance business partner
• Advanced Microsoft Excel (complex formulas and modeling techniques)
• Experience working with CRM and bookings data (Salesforce or equivalent)
• Experience with AI productivity tools (Claude, Microsoft Copilot)

Preferred Qualifications

• Prior experience supporting a Sales function as a finance business partner, including quota, capacity, or sales compensation analysis
• Experience with Workday Adaptive Planning
• SaaS industry experience, including familiarity with ARR, gross and net retention, and bookings-to-revenue dynamics
• Prior work history in private equity or venture-backed companies

Compensation & Benefits

• Not specified in the provided job description.

Location

• 100% remote anywhere in the US