Senior Financial Analyst

New

PreciselySoftware, SaaS

This position is 100% remote anywhere in the USFull-TimeSenior

Salary not disclosed

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Job Details

Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience accepted).
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 skills (complex formulas and modeling techniques).
Experience working with CRM and bookings data (e.g., Salesforce).
Proficiency in AI productivity tools (e.g., Claude, Microsoft Copilot).
Ability to develop complex financial models, including long-range or three-statement financial models.
Strong problem-solving and analytical skills.
Excellent verbal and written communication skills.
Demonstrated drive for continuous process improvement.

Serve as finance lead for Sales, providing data-driven insight that enables GTM executives to achieve their operating plans.
Partner with cross-functional groups on monthly financial reporting (Annual Recurring Revenue, New and Renewal bookings, retention), pipeline and coverage analysis, sales productivity metrics, and ad hoc financial analysis.
Increase automation and efficiency of current processes through Workday Adaptive Planning, Excel improvements, and AI productivity tools.
Support the annual GTM planning cycle, including sales capacity modeling, headcount and quota setting, and sales compensation plan analysis.
Own the month-end review process for GTM results, highlighting potential risks and opportunities against plan through detailed variance analysis and reporting.
Support ad hoc projects and strategic initiatives.

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