Senior Financial Analyst

Bachelor’s degree in Finance, Accounting, Economics, or Business Administration 4+ years of experience in FP&A, Finance Business Partnering, or a related analytical role Advanced skills in Excel and Google Sheets (pivot tables, scenario modeling, automation) Strong analytical mindset with the ability to synthesize complex data into business recommendations Proven experience supporting sales or marketing functions in a SaaS or recurring revenue environment Excellent communication skills and ability to influence non-financial stakeholders Strong organizational and prioritization skills, with attention to detail and deadlines Experience with Salesforce, NetSuite, and BI tools (e.g., Power BI, Looker, Tableau) (Nice-to-Have) Understanding of SaaS metrics such as ARR, CAC, LTV, churn, and net retention (Nice-to-Have) Exposure to financial automation or AI-driven reporting tools (Nice-to-Have) CPA, CFA, or MBA designation (asset but not required)

Analyze revenue trends by product, customer segment, and region. Partner with GTM leaders to evaluate pricing, discounting, and sales incentive structures. Support forecasting and budgeting cycles with detailed analysis of pipeline metrics, conversion rates, and retention performance. Develop dashboards and KPIs for GTM performance visibility. Oversee operating expense planning and tracking for Sales, Marketing, and Customer Success. Conduct return-on-investment (ROI) analyses for campaigns, headcount, and enablement programs. Identify cost optimization opportunities. Act as the primary financial contact for GTM leaders. Provide scenario modeling and decision support for GTM initiatives. Collaborate to streamline forecasting, reporting, and variance analysis processes. Contribute to the integration of Salesforce, NetSuite, and financial planning tools. Implement scalable models and frameworks for performance tracking. Work closely with Billing, FP&A, and Accounting teams for alignment. Support leadership presentations with financial narratives and insights.