Senior Financial Analyst

Key Responsibilities

• Own and maintain the consolidated financial model across the P&L, balance sheet, and cash flow to support planning and executive decision-making.
• Maintain and continuously improve forecasting models across key business areas (revenue, COGS, or OpEx), including assumption documentation, driver updates, and scenario builds.
• Support the annual operating plan (AOP) process, coordinating inputs across business units, aligning on key assumptions, and consolidating outputs for Finance leadership review.
• Prepare model outputs, variance commentary, and period-over-period bridges for Finance leadership review.
• Translate operational inputs (headcount changes, usage trends, pipeline movement, product timelines) into model updates and surface implications to the team.
• Support the buildout of new planning processes. Specific focus areas will include the implementation of a financial planning tool, leveraging AI to enhance existing processes, and data validation, as the Finance function scales.

Business Partnering

• Partner with Sales and Revenue Operations to pull, clean, and analyze pipeline and bookings data as inputs to the revenue forecast; build and maintain deal sizing models and segment-level analyses that support forecast assumptions.
• Flag anomalies or trend shifts in GTM data and bring findings to the Finance team for interpretation.
• Collaborate with Product and Engineering to quantify the financial impact of roadmap initiatives, new product features, and internal tooling investments.
• Translate product metrics and operational data into model inputs and financial analyses that inform R&D planning discussions.
• Serve as a responsive Finance partner for cross-functional ad hoc analysis requests, scoping work and managing timelines independently.

Reporting & Executive Deliverables

• Support regular reporting cycles including internal leadership calls, board packages, and investor materials, by owning specific data pulls, slide builds, or workstream sections.
• Prepare clean, accurate outputs that are ready for leadership review with minimal rework needed.
• Maintain consistency and integrity across recurring deliverables; proactively catch and resolve data discrepancies.
• Leverage AI tools to accelerate analysis, automate repetitive tasks, and improve the quality and speed of financial deliverables.