Portfolio Company Positions

We're seeking an experienced Senior Financial Analyst to join our Finance team, focusing on revenue analytics, operational reporting, and strategic planning. This role will be instrumental in driving data-driven decision making across our SaaS organization, with particular emphasis on recurring revenue metrics, robust reporting, and cross-functional partnership with all teams across the organization. This role will focus on strategic financial planning, forecasting, and delivering actionable insights to company leadership. This opportunity is ideal for a hands-on, detail-driven professional who thrives in complexity and is motivated by solving challenges with precision and structure.

Key Responsibilities:

Revenue Analytics & Reporting

• Lead comprehensive ARR reporting initiatives including detailed product-specific analysis, cohort analytics, and customer segmentation to provide actionable insights to leadership
• Develop and maintain Salesforce reporting infrastructure to ensure reliable revenue metrics and advance reporting capabilities across the organization
• Track and analyze customer movement data, providing detailed insights into expansion, contraction, and churn patterns
• Build and maintain key SaaS metrics dashboards including P&L tracking, ARR progression, run rate analysis, and CARR-adjusted EBITDA reporting

Financial Planning & Analysis

• Drive quarterly business review processes including P&L preparation, variance analysis, and management commentary
• Support monthly, quarterly, and annual forecasting and budgeting processes, including revenue projections, expense planning, and headcount modeling to support strategic business decisions
• Support annual planning cycles and rolling forecasts with emphasis on revenue forecasting and scenario modeling
• Develop and maintain services revenue demand and capacity forecasting models to optimize resource allocation
• Build, maintain, and automate financial models and dashboards that deliver timely insights and performance reporting to business stakeholders

Cross-functional Partnership

• Serve as finance business partner to Sales, Customer Success, Delivery, and Tech Ops organizations
• Collaborate with Revenue Operations to enhance Salesforce data quality and reporting capabilities
• Work closely with CSx leadership on renewal tracking initiatives and customer retention strategies

Qualifications:

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2-6 years of financial analysis experience
• Strong proficiency in Excel and experience with financial modeling
• Experience with Salesforce reporting and CRM analytics
• Excellent analytical and problem-solving skills with exceptional attention to detail

What You'll Bring

• Strong business acumen with the ability to translate complex data into actionable insights
• Excellent communication skills with ability to present findings to leadership
• Collaborative mindset with experience working across multiple departments
• Self-starter mentality with ability to manage multiple priorities in a fast-paced environment
• Passion for continuous improvement and process optimization

This role offers the opportunity to make a significant impact on our company's growth trajectory while working with cutting-edge SaaS metrics and analytics. You'll be at the intersection of finance, operations, and strategy, providing critical insights that drive business decisions

This role is fully remote with strong preference given to candidates in the Eastern Time Zone.

Disclaimer: At this time, we cannot sponsor a new applicant for employment authorization for this position.

No agencies please.