Senior Finance Analyst - Commercial Finance

Pricing and Governance

• Maintain discount guidelines and the exception case log; partner with Sales Operations on deal desk exceptions.
• Run the weekly discount trend analysis; flag exceptions and patterns to pricing and commercial leadership.
• Support pricing on new products and offerings — from list price construction to deal economics.
• Lead the quarterly margin reassessment across the product portfolio — refreshing deal model costs based on actual cost changes, sales mix and trend (where we’re winning), and external benchmarking.

Strategic Deal and Decision Support

• Provide ad-hoc deal modeling and pricing analytics for strategic, large, or non-standard deals.
• Serve as a trusted finance partner to Sales Ops, BU leaders, Sales and Product Management on commercial decisions.

Revenue Operations

• Run the weekly revenue forecast cadence for the services business units; partner with BU leaders on risks and opportunities.
• Pressure-test forecast submissions for methodology consistency and accuracy; test assumptions with BU partners.
• Produce the monthly forecast accuracy report with full bridge analysis to explain variances.
• Build and run bookings-to-revenue conversion analytics — lag analysis, ramp curve modeling, and cross-business pattern detection.

Commercial Analytics

• Lead win-loss pricing analysis and surface insights to Sales and Product Management.
• Build pipeline conversion analytics across stages and business units.
• Ownt NRR and ARR walk reporting; build out the next layer — cohort retention, customer profitability, and product profitability.

Qualifications

• 3–5 years of progressive finance experience with demonstrated ownership of analytical or process work.
• Advanced Excel — comfortable building models from scratch and working with large datasets.
• Track record of building or improving processes, not just executing existing ones.
• Strong written and verbal communication; comfortable presenting to senior leadership.
• Self-motivated, detail-oriented, and able to operate independently in a fast-paced environment.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; or equivalent experience.

Preferred Qualifications

• Experience in a rotational finance development program (FMP / FDP / FLDP-type), Big 4 or Top 10 accounting firm transaction services or financial due diligence, strategy consulting, or commercial finance at a recurring-revenue technology or services company.
• Experience in commercial finance, FP&A, or revenue operations at a recurring-revenue, SaaS, MSSP, or managed services company.
• Familiarity with pricing analytics, discount governance, or deal desk processes.
• Power BI exposure and ability to translate Excel models into scalable reporting.
• Experience with Salesforce, SAP, Sage, NetSuite, or comparable ERP and CRM systems.
• B2B technology, cybersecurity, or managed services industry background.