Data-driven Senior Strategic Financial Analyst for leading AI-powered Fraud and Risk Platform company. Bridging financial planning and reporting infrastructure with CRM and Finance systems.
Responsibilities
KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure.
Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.
Requirements
Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
Technical Stack:
Advanced proficiency in Excel (complex modeling) is required.
Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.
Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated.
Benefits
Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.
Trainee Lawyer/Lawyer providing legal support in Debt Capital Markets transactions. Collaborating with clients and internal teams in a global law firm.
Associate supporting Trade Finance and Working Capital solutions within RBC Commercial Banking. Collaborating with various teams to ensure high - quality client experience and deal execution.
Program Associate supporting the CCFLA team's urban climate finance initiatives at CPI. Collaborating with national and international partners to manage grants and communications.
Analyst role at Climate Policy Initiative supporting research initiatives and capacity building in sustainable finance. Engaging with stakeholders to promote a low - carbon economy.
Participate in GE HealthCare's Finance Management Program for future finance leaders. Gain hands - on experience across corporate finance areas with formal training and mentorship.
FP&A Analyst at GE HealthCare leading financial planning and analysis with focus on cost management. Conducting budgeting, forecasting, and financial reporting supporting strategic decision - making.
Associate Dean overseeing financial operations and strategic planning at Emory University's School of Nursing. Directing annual budget and fiscal affairs with responsibilities in all non - academic business activities.
Finance Administrator supporting the financial operations by processing invoices and resolving queries at Aurora Group. Assisting in financial reconciliations and collaborating with departments for payment issues.
Administrative intern handling financial tasks like invoicing and client relationships at EVT. Looking for students pursuing business management degrees for a hybrid role.
Financial Trainer specializing in small business and consumer credit for Fitch Learning. Designing training programs to enhance client decision - making and risk management skills.