Senior Financial Analyst (Revenue FP&A)

Role Overview

The Senior Financial Analyst will join the FP&A organization, report to the Director of Sales and Marketing / GTM FP&A, and serve as a key finance partner to Sales, Marketing, and other go-to-market leaders.

What You Will Do

Own and enhance revenue forecasting and planning across recurring subscription, services, and other revenue streams; translate pipeline, bookings, retention, pricing, and customer trends into accurate financial outlooks; and deliver actionable analysis that improves growth, predictability, and resource allocation.

Why It Might Be a Fit

Strong revenue modeling, analytical, critical-thinking, and problem-solving skills, with the ability to connect commercial drivers to financial results; Strong understanding of SaaS and subscription economics, including bookings, ARR, revenue recognition, renewals, churn, expansion, gross retention, net retention, and recurring-revenue forecasting.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 5+ years of relevant experience in FP&A, revenue finance, corporate finance, financial modeling, or a related analytical role.
• Demonstrated experience building or maintaining driver-based revenue forecasts and financial models.
• Experience partnering with Sales, Marketing, Customer Success, Revenue Operations, Professional Services, or other go-to-market teams.
• Experience supporting annual budgets, rolling forecasts, long-range plans, and scenario-planning processes.
• Experience analyzing pipeline, bookings, recurring revenue, renewals, churn, expansion, or revenue-recognition timing.
• Experience defining, calculating, and governing revenue and go-to-market metrics.
• Experience in a SaaS or other subscription-based business strongly preferred.
• Experience in a private equity-backed environment preferred.
• Familiarity with planning systems such as Adaptive, CRM platforms such as Salesforce, and BI tools such as Power BI preferred.
• Experience working with ERP, CRM, business intelligence, revenue-management, or financial data sources preferred.

Tagged as: Financial Modeling, Forecasting, Power BI, Revenue Modeling, Salesforce