Overview
This Senior Financial Analyst role, embedded within Revenue & Commercial Finance, partners with Sales, Marketing, and Commercial leadership to own forecasting, bookings and pipeline analytics, and the recurring-revenue metrics that support growth planning. The position translates deal-level and pipeline detail into forecast outcomes, margin insight, and board-ready commentary, and works closely with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.
Responsibilities
Bookings & Pipeline
- Maintain a rolling view of new bookings, renewals, and expansion versus plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
- Identify and flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A.
Revenue Forecasting
- Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions.
- Own and communicate actual-vs-forecast variance narratives for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership.
- Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel.
ARR/CARR & Recurring Revenue
- Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model.
- Produce cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready.
- Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.
Pricing Support (Consumables Program)
- Support the Consumables program’s pricing strategy with financial analysis, including margin impact, elasticity, and competitive positioning, as the program partners with Sales, Legal, and Procurement.
- Quantify the revenue and margin impact of proposed pricing or contract-term changes ahead of Consumables/Sales/Legal/Procurement decisions.
- Maintain visibility into consumables revenue and margin trends tied to the installed automation base.
Sales Compensation & GTM Partnership
- Serve as the embedded finance voice in weekly pipeline and forecast reviews with Sales leadership.
- Support commission calculations and payout accuracy in partnership with Sales Ops/HR/Payroll.
- Provide financial input on quota-setting, territory design, and comp plan design; model cost and behavioral impact of proposed plan changes before rollout.
- Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.
Gross Margin Analysis
- Analyze gross margin by product line, customer segment, and contract type; identify cost-to-serve drivers and margin erosion.
- Partner with Operations and Product finance counterparts on cost inputs affecting deal-level and portfolio profitability.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
- 3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking; SaaS, subscription, or recurring-revenue business experience strongly preferred.
- Advanced Excel and financial modeling skills; hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool.
- Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts.
- Strong business partnering skills, including the ability to translate financial concepts for Sales and Marketing stakeholders and provide a credible point of view in cross-functional discussions.
- Demonstrated ability to operate with speed and precision in a metrics-driven environment; comfort with ambiguity and evolving reporting requirements.
Preferred Qualifications
- Excellent written and verbal communication skills; experience preparing content for senior leadership or board-level audiences.
Compensation & Benefits
- Estimated base annual salary range: $97,381 to $131,751.
- Base annual salary will be determined based on factors including qualifications and experience.
- May additionally be eligible for an annual discretionary bonus.
- Generous time off policy that allows time for family.
- Competitive benefits, salary, and talent development opportunities.
- Commitment to professional development.
Location
Work Authorization
Applicants must be authorized to work for ANY employer in the U.S. Employer will not sponsor applicants for work visas.
Equal Employment Opportunity
The employer provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to protected characteristics.