Principal Financial Analyst, Revenue

We need to output HTML fragment with sections: About the role, Responsibilities (What You'll Do), Requirements (Qualifications), Benefits (if present). Also maybe Skills? Not needed. Use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. Do NOT repeat job title as heading. Do NOT include Job ID etc. Remove boilerplate: About Vasion, Core Values, More About Vasion, Additional Information, EEO, etc. Also remove navigation etc. Keep substantive info. We need to preserve all substantive information: About the role paragraph, What You'll Do sections (list of duties), Qualifications (list), Benefits (list). Also maybe "About The Role" heading is present; we should use that as section heading

  About the Role

  . Then after that we have prose describing role; we can put that in

  . Then "What You'll Do" is a heading; we can treat as

  Responsibilities

  (since they said use section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So map: "About The Role" -> About the role heading. "What You'll Do" -> Responsibilities. "Qualifications" -> Requirements or Qualifications? They said use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Requirements and Qualifications? Probably we should combine qualifications into one section; but they gave both as possible headings. We'll use "Qualifications" heading for the qualifications list. Could also have "Requirements" but we can just use Qualifications. We'll follow their list: they gave both Requirements and Qualifications as examples; we can choose Qualifications. We'll not duplicate. Benefits: there is a Benefits list; we will create

  Benefits

  and list items. We must not include Pay or Schedule sections because not present. We must not include filler like "commensurate with experience". Not present. We need to preserve all substantive info: The About the role paragraph includes multiple sentences; we can put in

  . What You'll Do includes several bullet-like paragraphs each starting with a bold heading? Actually the text: "Revenue & Sales Metrics Ownership Own and be the company's authoritative voice on all sales and revenue metrics (NRR, GRR, CAC payback, ARR attainment by product/segment/source, logo retention, etc.)Define and maintain metric methodology so numbers are consistent, defensible, and audit-ready across Finance, Sales, and the boardBuild and maintain executive-facing dashboards and KPI reporting packages that track performance against targets and prior periods Forecasting & Revenue Planning Partner with Sales and RevOps on the sales pipeline forecast — pressure-testing assumptions, coverage ratios, and rep-level inputs, and ensuring consistency between CRM activity and financial forecastsOwn the conversion of the sales forecast into the revenue forecast, translating bookings, ramp schedules, and churn assumptions into a P&L-ready numberLead the annual revenue planning cycle and maintain a disciplined, driver-based rolling forecast on a monthly cadenceReconcile forecast-to-actuals each period and explain variances to FP&A leadership and the CFO Contract, Deal & Pricing Analysis Review contract terms (ramp deals, multi-year agreements, non-standard billing, discounting) to understand their impact on revenue timing and recognitionPartner with Revenue Operations and Legal on structuring non-standard deals, flagging forecast and revenue-recognition implications before deals closeProvide finance input during deal negotiation on pricing, terms, and structure that affect revenue qualityBuild scenario-based financial models to inform pricing decisions, GTM strategy refinements, and new-market-entry analysesProactively identify and quantify revenue leakage, deal structure risks, and margin compression drivers, bringing findings forward with recommended remediation Cross-Functional Partnership Serve as a close liaison to Revenue Operations and Sales leadershipSupport territory planning, quota setting, and capacity models in partnership with RevOpsTranslate finance-speak into sales-speak (and back) so both functions trust the same numbersSupport M&A diligence efforts or strategic partnership evaluations as they arise, contributing financial modeling and analytical support to transaction teams Revenue Recognition & Board Reporting Partner with Accounting to flag deals with revenue recognition complexity (ramps, professional services bundling, multi-element arrangements) before they close, and maintain alignment with ASC 606 across contract structuresEnsure forecast and reported revenue align with revenue recognition treatment across the deal basePrepare revenue and sales metrics slides and supporting analysis for board decks and investor reportingServe as a go-to resource for leadership questions on revenue performance ahead of board meetings" We need to turn each of these into list items under Responsibilities. Each bold heading is a category; we can make each as

• containing the description. Probably better to split by the bold headings: Revenue & Sales Metrics Ownership, Forecasting & Revenue Planning, Contract, Deal & Pricing Analysis, Cross-Functional Partnership, Revenue Recognition & Board Reporting. Each contains multiple sentences; we can keep as one
• per category. Qualifications: list items: "4–7 years of experience in FP&A, revenue operations, investment banking, or a related analytical finance role, with meaningful top-line exposure", "Bachelor's degree in Finance, Accounting, Economics, or a related field", "Strong financial modeling skills, with the ability to build and defend forecast models from scratch", "Strong experience modeling in Excel/Google Sheets", "Strong knowledge of SaaS metrics and unit economics (ARR, NRR/GRR, CAC payback, LTV, cohort-based churn, etc.)", "Comfort reading and interpreting contract terms and their financial implications", "Fluency in the revenue funnel end to end — top-of-funnel pipeline through bookings and ARR to GAAP-recognized revenue — and the ability to explain how each stage converts into the next", "Excellent communication skills — able to work fluently with Finance, Sales, and C-suite audiences alike". Also "Preferred Qualifications" section includes MBA or CFA designation, prior exposure to M&A financial analysis, familiarity with ASC 606, familiarity with software such as Salesforce, Domo, Drivetrain, Netsuite, and/or Rippling. Those are preferred; we could include them as part of Qualifications list or separate? The instruction: include a section ONLY when posting has real, specific content for it. Preferred Qualifications is real content; we could either include under Qualifications or make a separate section "Preferred Qualifications". But they only gave examples of headings; not required to include Preferred Qualifications. Could add as part of Qualifications list, maybe separate bullet with "Preferred:" but better to keep as part of Qualifications. We'll include them as list items under Qualifications, maybe label them as "Preferred:" but we can just list them. Benefits list: "Flexible work environment", "Vacation", "Bonus", "Flexible paid time off", "Paid parental leave", "Competitive pay", "A full suite of traditional benefits", "Training/Advancement opportunities", "401k with company match and immediate vesting", "Financial wellness education", "Company-contributed HSA", "On-site perks include gym, pickleball, snacks & drinks, arcade, theater room, etc." We need to output only HTML fragment. Let's craft:

  About the Role

  ...

  Responsibilities

  • Revenue & Sales Metrics Ownership: Own and be the company's authoritative voice on all sales and revenue metrics (NRR, GRR, CAC payback, ARR attainment by product/segment/source, logo retention, etc.); define and maintain metric methodology so numbers are consistent, defensible, and audit-ready across Finance, Sales, and the board; build and maintain executive-facing dashboards and KPI reporting packages that track performance against targets and prior periods.
  • Forecasting & Revenue Planning: Partner with Sales and RevOps on the sales pipeline forecast — pressure-testing assumptions, coverage ratios, and rep-level inputs, and ensuring consistency between CRM activity and financial forecasts; own the conversion of the sales forecast into the revenue forecast, translating bookings, ramp schedules, and churn assumptions into a P&L-ready number; lead the annual revenue planning cycle and maintain a disciplined, driver-based rolling forecast on a monthly cadence; reconcile forecast-to-actuals each period and explain variances to FP&A leadership and the CFO.
  • Contract, Deal & Pricing Analysis: Review contract terms (ramp deals, multi-year agreements, non-standard billing, discounting) to understand their impact on revenue timing and recognition; partner with Revenue Operations and Legal on structuring non-standard deals, flagging forecast and revenue-recognition implications before deals close; provide finance input during deal negotiation on pricing, terms, and structure that affect revenue quality; build scenario-based financial models to inform pricing decisions, GTM strategy refinements, and new-market-entry analyses; proactively identify and quantify revenue leakage, deal structure risks, and margin compression drivers, bringing findings forward with recommended remediation.
  • Cross-Functional Partnership: Serve as a close liaison to Revenue Operations and Sales leadership; support territory planning, quota setting, and capacity models in partnership with RevOps; translate finance-speak into sales-speak (and back) so both functions trust the same numbers; support M&A diligence efforts or strategic partnership evaluations as they arise, contributing financial modeling and analytical support to transaction teams.
  • Revenue Recognition & Board Reporting: Partner with Accounting to flag deals with revenue recognition complexity (ramps, professional services bundling, multi-element arrangements) before they close, and maintain alignment with ASC 606 across contract structures; ensure forecast and reported revenue align with revenue recognition treatment across the deal base; prepare revenue and sales metrics slides and supporting analysis for board decks and investor reporting; serve as a go-to resource for leadership questions on revenue performance ahead of board meetings.

  Qualifications

  • 4–7 years of experience in FP&A, revenue operations, investment banking, or a related analytical finance role, with meaningful top-line exposure.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Strong financial modeling skills, with the ability to build and defend forecast models from scratch.
  • Strong experience modeling in Excel/Google Sheets.
  • Strong knowledge of SaaS metrics and unit economics (ARR, NRR/GRR, CAC payback, LTV, cohort-based churn, etc.).
  • Comfort reading and interpreting contract terms and their financial implications.
  • Fluency in the revenue funnel end to end — top-of-funnel pipeline through bookings and ARR to GAAP-recognized revenue — and the ability to explain how each stage converts into the next.
  • Excellent communication skills — able to work fluently with Finance, Sales, and C-suite audiences alike.
  • Preferred: MBA or CFA designation (or active candidacy).
  • Preferred: Prior exposure to M&A financial analysis, transaction diligence, or investment banking.
  • Preferred: Familiarity with ASC 606 revenue recognition standards and their practical application to multi-element or subscription-based arrangements.
  • Preferred: Familiarity with software such as Salesforce, Domo, Drivetrain, Netsuite, and/or Rippling.

  Benefits

  • Flexible work environment
  • Vacation
  • Bonus
  • Flexible paid time off
  • Paid parental leave
  • Competitive pay
  • A full suite of traditional benefits
  • Training/Advancement opportunities
  • 401k with company match and immediate vesting
  • Financial wellness education
  • Company-contributed HSA
  • On-site perks include gym, pickleball, snacks