Senior Financial Analyst

Job Summary

We are seeking a highly motivated Senior Financial Analyst to join our team in a fully remote capacity. This strategic role reports directly to the Chief Financial Officer (CFO) and will lead initiatives related to financial forecasting, sales performance analysis, commission calculations and data-driven planning across the organization. The ideal candidate will be proactive, analytical, and possess a strong track record of driving insights and operational improvements in SaaS business environments. This is an exciting opportunity to influence critical business decisions and collaborate across finance, sales, and executive leadership teams.

Essential Functions

• Performance Analysis: Analyze variance analysis between actual performance and budget to identify root causes and business opportunities.
• Incentive Plan: Support the annual review and revision of commission plans, ensuring alignment with company goals and sales strategies, and quantify commissions earned over time.
• Annual Planning: Provide technical support for the annual planning cycle, including development of revenue estimation models and detailed expense planning.
• Revenue Forecasting: Support recurring forecasting processes for key revenue metrics—ARR, TCV, Gross Renewal, and Net Retention—leveraging predictive analytics tools and scenario modeling.
• Churn & Revenue Dynamics: Monitor and report on actual churn, downsell, and upsell rates, providing insights into customer behavior and revenue retention.
• Pipeline Health Monitoring: Track pipeline coverage ratios over time and deliver insights that inform capacity planning and sales enablement.
• Quota Setting & Performance Modeling: Contribute to the quota setting process using both historical data trends and forward-looking predictive models.
• Headcount & Productivity Planning: Support strategic workforce planning and rep productivity modeling to inform capacity growth and hiring plans.
• Pricing & Discount Strategy: Lead pricing and discounting analysis to drive strategic alignment, deal quality, and revenue optimization.
• Investor & Board Support: Deliver strategic analytics and insights to support investor relations, fundraising efforts, and external reporting obligations.
• Ad Hoc Strategic Analyses: Conduct strategic business analyses as needed (e.g., benefits evaluation, employee survey results analysis).