Senior Financial Analyst - Commercial & Engineering

Responsibilities

• Own the Revenue Forecast
• Lead the Bookings and Revenue forecasting process, including pipeline, conversion, shipments, and revenue recognition.
• Partner with Sales and Marketing to improve forecast accuracy and visibility into growth drivers.
• Ensure alignment between revenue forecasts and operational capacity.
• Drive Commercial & Customer Insights
• Analyze pipeline performance, customer trends, pricing, and product mix.
• Develop KPI dashboards and performance reporting for commercial leadership.
• Provide actionable insights to support revenue growth and efficiency.
• Potentially Partner on Product & Engineering Investments
• Work closely with Product Management and Engineering to evaluate product roadmap and development investments.
• Support new product introductions (NPI) through financial modeling and scenario analysis.
• Develop business cases for product and engineering initiatives, including headcount and R&D investments.
• Provide visibility into product-level performance, profitability, and investment returns.
• Lead Planning & Performance Management
• Own budgeting and forecasting for Sales, Marketing, and Engineering, including headcount and operating expenses.
• Analyze results vs. plan and communicate key drivers, risks, and opportunities.
• Prepare materials for leadership and private equity stakeholders.
• Enable Scalable Growth
• Build and improve financial models, reporting, and planning processes.
• Partner with Finance Operations to ensure alignment with company-wide reporting and systems.
• Help establish financial discipline and visibility in a high-growth environment.

Requirements

• Bachelor's degree in Finance, Accounting or Business.
• 5+ years of experience in FP&A, corporate finance.
• Strong experience in revenue forecasting, financial modeling, and business partnering.
• Experience working with Sales, Marketing, Product, or Engineering teams.
• Experience translating complex data into clear and actionable insights.

Qualifications

• Preferred Qualifications:
• MBA in Finance, Accounting or Business.
• Advanced Excel skills; experience with ERP, CRM, or planning tools.
• Experience in a high-growth and/or private equity-backed environment.
• Background in manufacturing, industrial, or product-based businesses.

Benefits

• Paid Time Off
• Paid holidays
• Medical insurance
• Dental insurance
• Vision insurance
• Short-term and long-term disability
• Life insurance
• 401(k) plan with immediate vesting
• Employee referral program

Location