Senior Financial Analyst, Strategic Finance (AI Portfolio)

Culture and Impact

Cvent is a leading provider in the meetings, events, and hospitality technology space, serving over 30,000 customers worldwide. Our mission is to transform the industry through innovative technology that fosters meaningful connections.

AI at Cvent

At Cvent, we're committed to continuous learning and adaptation. AI is not just a tool; it's integral to our culture. We're seeking individuals who are eager to evolve alongside technology and integrate AI into their work to deliver exceptional results.

Senior Financial Analyst, Strategic Finance (AI Portfolio)

This role involves developing enterprise-wide ROI measurement for Cvent's AI and automation portfolio, building frameworks for evaluating and tracking strategic investments, and serving as a financial thought partner to business leaders.

Responsibilities

• Develop and manage enterprise-wide ROI measurement for Cvent's 100+ AI and automation initiatives
• Standardize definitions and methodologies for cost savings, cost avoidance, productivity gains, and revenue impact across all business functions
• Monitor forecast vs. realized value across departments; apply risk-adjusted methodologies to projected returns
• Establish pre-launch financial baselines before initiative deployment; design post-launch KPI tracking frameworks to identify adoption gaps and financial underperformance early
• Build initiative-level ROI models for AI and automation investments; translate operational improvements into financial impact
• Develop and maintain financial models and analytical frameworks to evaluate KPIs, assess performance, and measure ROI across initiatives
• Conduct scenario and sensitivity analysis on projected returns; support capital allocation and build-vs-buy decisions
• Collaborate with FP&A to incorporate realized savings, productivity benefits, and initiative outcomes into the annual operating plan and long-range financial plan
• Track and report realized vs. projected outcomes post-implementation; surface underperforming initiatives and recommend corrective action to IT and the Business Units
• Partner with functional leaders to ensure AI investments are being executed against their approved financial cases
• Develop portfolio dashboards and executive-ready financial summaries for CFO and senior leadership
• Translate operational AI metrics into clear financial narratives — communicating ROI, risk, and portfolio performance in business terms
• Serve as a trusted analytical partner to business leads across Sales, Marketing, Product, HR, and Finance on investment prioritization and resource allocation
• Present findings and recommendations to VP, Corporate Finance & CFO, and executive leadership as needed
• Lead cross-functional coordination with business unit leads, PMO and FP&A, and IT/operations to ensure timely and accurate submission of initiative data, baseline establishment, and post-launch reporting
• Help Finance scale by improving financial measurement infrastructure, automating recurring workflows, and enhancing analytical processes as the portfolio grows

Qualifications

• 5-7 years of progressive experience in FP&A, Strategic Finance, or Management Consulting
• Advanced financial modeling expertise — Excel required; experience building complex, multi-scenario models from scratch
• Experience building ROI or business case models for technology investments, transformation programs, or strategic initiatives
• Strong understanding of SaaS financial drivers: ARR, NRR, CAC, LTV, churn, productivity modeling, and unit economics
• Proven ability to design measurement frameworks and track realized vs. projected financial impact
• Excellent executive communication — able to distill analytical complexity into clear, concise narratives for senior audiences
• Experience working cross-functionally and influencing stakeholders without direct authority
• Prior experience leading or mentoring junior analysts, or demonstrated readiness to do so

About Cvent's AI Agenda

Cvent is embedding Agentic AI and automation across the enterprise to drive operational excellence, scalability, and long-term profitability. This role sits at the center of that transformation — not building the AI tools, but ensuring the financial rigor behind them.