Support the company’s revenue and cash planning processes, contributing to annual budgets and quarterly forecasts while maintaining and improving forecasting models
Build and maintain financial reporting that summarizes trends in revenue and cash to support data-informed decision-making
Analyze revenue performance metrics such as GRR, NDR, Churn, and ARR across customer and product segments to support forecast accuracy and surface insights
Perform monthly variance analysis for revenue and cash, summarizing trends, risks, and opportunities for review by finance leadership
Continuously evaluate and enhance forecasting and reporting processes, identifying opportunities to automate, streamline, and rebuild models to improve accuracy, scalability, and efficiency
Partner with Accounting, GTM, and Deal Desk teams to understand deal structures, revenue recognition nuances, and contractual risks
Requirements
5+ years of experience in investment banking, cash flow/treasury, financial analysis, budgeting, Big 4 and/or related roles
Excellent analytical and financial modeling skills, with strong attention to detail and organizational abilities
Deep understanding of financial principles, including cash flow forecasting, working capital management, and three statement modeling
Experience analyzing revenue performance metrics such as GRR, NDR, Churn, and ARR across customer and product segments
Strong written and oral communication skills with experience in presenting to senior management with confidence, conviction, and credibility
A self-starter with a passion to learn and ability to adapt to changing business needs
Willingness to roll up your sleeves and dig into the weeds to problem solve
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