Sr. Financial Analyst, Commercial Finance

About the Role

The Senior Financial Analyst, Revenue & Commercial Finance is the embedded finance partner to Sales, Marketing, and Commercial leadership — owning the revenue forecast, bookings and pipeline analytics, and the metrics that define iA's recurring-revenue business. This role translates deal-level and pipeline detail into the forecasts, margin insight, and board-ready commentary that inform iA's growth strategy, and works in close partnership with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.

Responsibilities

• Bookings & Pipeline
  • Maintain a rolling view of new bookings, renewals, and expansion vs. plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
  • Flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A.
• Revenue Forecasting
  • Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions.
  • Own the actual-vs-forecast variance narrative for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership.
  • Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel.
• ARR/CARR & Recurring Revenue
  • Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model.
  • Build cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready.
  • Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.
• Pricing Support (Consumables Program)
  • Support the Consumables program's pricing strategy with financial analysis — margin impact, elasticity, and competitive positioning — as the program partners with Sales, Legal, and Procurement.
  • Quantify the revenue and margin impact of proposed pricing or contract-term changes ahead of Consumables/Sales/Legal/Procurement decisions.
  • Maintain visibility into consumables revenue and margin trends tied to the installed automation base.
• Sales Compensation & GTM Partnership
  • Serve as the embedded finance voice in weekly pipeline and forecast reviews with Sales leadership.
  • Support commission calculations and payout accuracy in partnership with Sales Ops/HR/Payroll.
  • Provide financial input on quota-setting, territory design, and comp plan design; model the cost and behavioral impact of proposed plan changes before rollout.
  • Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.
• Gross Margin Analysis
  • Analyze gross margin by product line, customer segment, and contract type; identify cost-to-serve drivers and margin erosion.
  • Partner with Operations and Product finance counterparts on cost inputs affecting deal-level and portfolio profitability.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
• 3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking; SaaS, subscription, or recurring-revenue business experience strongly preferred.
• Advanced Excel and financial modeling skills; hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool.
• Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts.
• Strong business partnering skills — able to translate financial concepts for Sales and Marketing stakeholders and hold a credible point of view in cross-functional discussions.
• Demonstrated ability to operate with speed and precision in a metrics-driven environment; comfort with ambiguity and evolving reporting requirements.

Preferred Qualifications

• Excellent written and verbal communication skills; experience preparing content for senior leadership or board-level audiences.
• Applicants must be authorized to work for ANY employer in the U.S. Employer will not sponsor applicants for work visas.

Pay

The estimated base annual salary range for this position is $97,381 to $131,751, though a candidate’s base annual salary shall be determined on a range of factors, including, but not limited to, qualifications and experience. This position may additionally be eligible for an annual discretionary bonus.

Benefits

• Generous time off policy that allows you to put your family first
• Opportunity to work on the cutting edge of pharmacy automation in a high growth tech company
• Competitive benefits, salary, and talent development opportunities
• Commitment to professional development and working for a company where your voice is heard

About the Company

iA® (Innovation Associates®) is a pharmacy fulfillment company that provides an integrated platform of capabilities to support Centralized and Community Pharmacy Fulfillment Solutions. With over 30 years of experience in the pharmacy fulfillment business, we have developed and implemented a suite of automation and software solutions that help deliver quick and sustainable business results. Our integrated Pharmacy Fulfillment Platform enables scalable solutions that help run the prescription fulfillment process from prescription acceptance to delivery, supporting dynamic design flexibility to service pharmacies in a variety of volumes and settings. Our solutions improve workflow and increase efficiency, while enabling more time for pharmacists to focus on their patients.

iA works with pharmacy providers in the Commercial, Health Systems, Government, and Mail Order/eCommerce markets. Our mission is to partner with providers to transform pharmacy through our leading-edge software-enabled fulfillment technology, deepening the patient-pharmacist relationship, enhancing patient safety and choice while increasing operational efficiency. iA empowers pharmacists to focus on patient care by managing the prescription fulfillment process from start to finish, helping pharmacies lower costs, improve efficiency, increase safety, and provide comprehensive Rx tracking and real-time support.

• Products: Software, Modular Hardware, Sophisticated Counting and Collation Devices
• Core Values: Solutions Driven, Customer Centric, Championing Diversity, Empowering Ownership, Trust Daringly