Financial Analyst

About the role

You will own the end-to-end financial analysis lifecycle for the Predictive Revenue System, translating complex operational data into clear narratives that drive executive decision-making. This role requires you to act as a strategic business partner embedded within revenue operations, ensuring every recommendation aligns with long-term corporate objectives and market reality. You will leverage advanced modeling techniques to forecast outcomes, quantify opportunity costs, and stress-test assumptions behind major growth initiatives. You will own the integrity of the data pipeline from source systems to board-ready presentations, establishing trust and transparency across the organization. You will collaborate directly with AI and product teams to refine the logic that powers real-time insights, ensuring models reflect the latest advances in revenue science. You will mentor junior analysts on best practices, creating a culture of precision, curiosity, and continuous improvement within the finance function.

Key facts

What you'll do

Perform variance analysis against the rolling operating plan, identifying root causes and recommending corrective actions to department leadership.

Build and maintain a dynamic financial model in Adaptive Insights, capturing driver-based scenarios that reflect the realities of enterprise sales cycles.

Own the preparation of monthly and quarterly management reports, synthesizing performance metrics, trend analysis, and risk assessments for executive review.

Design and execute ad-hoc business case analyses, evaluating the financial viability of new product launches, pricing changes, and go-to-market experiments.

Partner with sales leadership to analyze unit economics, customer acquisition costs, and lifetime value across segments to inform strategic prioritization.

Lead cross-functional working sessions to validate assumptions, challenge forecasts, and align stakeholders on key performance indicators.

Support the month-end close process by coordinating with accounting, reconciling balances, and documenting process improvements that enhance accuracy and efficiency.

Champion process standardization across the finance function, reducing manual effort and improving the reliability of financial controls.

Translate ambiguous business questions into structured analytical projects, defining scope, metrics, and success criteria with stakeholder input.

Act as the primary financial domain expert for revenue operations, providing timely, accurate, and actionable insights to leaders at every level of the organization.

Maintain a rigorous focus on data quality, ensuring that every insight is backed by traceable source data and documented methodologies.

Contribute to the long-term vision of the Predictive Revenue System by identifying opportunities to automate insights and enhance decision frameworks.

Represent the Finance team in cross-departmental initiatives, ensuring financial discipline is considered in product, marketing, and sales decisions.

Continuously challenge the status quo by proposing enhancements to reporting cadence, data architecture, and analytical techniques.

Requirements

You possess a bachelor's degree in Finance, Accounting, Economics, or a related quantitative field, with a strong academic record.

You have 2 to 4 years of progressive experience in FP&A or Sales Operations within a high-growth technology or SaaS environment.

You demonstrate proficiency in Excel and Google Sheets, with advanced skills in modeling, scenario analysis, and data validation.

You are comfortable working with multiple data sources and have hands-on experience with at least one modern BI or planning tool, such as Adaptive Insights.

You have a proven track record of delivering accurate financial reports on tight deadlines while maintaining a high standard of detail.

You communicate complex financial concepts clearly to non-financial audiences, tailoring your message to executives and individual contributors alike.

You are a self-motivated problem-solver who thrives in ambiguous situations and can independently prioritize work without direct supervision.

You have experience collaborating with cross-functional teams, influencing stakeholders, and driving alignment around shared objectives.

You are comfortable navigating fast-paced, evolving priorities while maintaining a disciplined approach to data integrity and process rigor.

You have a strong understanding of sales metrics, pipeline dynamics, and the fundamentals of revenue recognition in a subscription business.

Nice to have

Experience with Python, SQL, or other scripting languages to automate data extraction and analysis tasks.

Familiarity with CRM and marketing automation platforms such as Salesforce, HubSpot, or Marketo.

Knowledge of statistical methods or machine learning concepts that underpin predictive modeling.

Background in enterprise software sales, customer success, or revenue operations within a B2B context.

Practical notes

Employment is full-time.

This position is remote and available to candidates located in the United States.

Candidates must be eligible to work in the United States without sponsorship.