Sr. Financial Analyst – FP&A (Revenue & Go-To-Market)

What You'll Do

• Lead revenue analysis, forecasting, and revenue waterfall builds including bookings, ARR, churn, retention, and expansion revenue.
• Act as the finance SME on GTM systems including HubSpot, pipeline data tracking, renewal revenue tracking, and deal mechanics.
• Partner closely with Sales and Marketing leadership on pipeline contribution modeling, quota planning.
• Track and own key top-line SaaS metrics including but not limited to Net & Gross Revenue Retention, Bookings Growth, Pipeline Coverage, etc. for executive and board reporting.
• Develop and maintain financial models, templates, reports, and dynamic executive dashboards.
• Perform periodic customer cohort analysis to uncover growth trends, expansion drivers, and churn risks.
• Prepare top-line presentation materials and performance reports for leadership meetings.
• Ensure offline reporting reconciles seamlessly with existing system-based management reporting.
• Support ad hoc revenue analysis and strategic growth initiatives as needed.

What You Bring

• Bachelor degree required with a concentration in Finance, Accounting, Economics, or a quantitative field, strongly preferred.
• 2+ years of experience in FP&A, Investment Banking or financial analysis, preferably in a SaaS or Cloud software company.
• High fluency with HubSpot or equivalent CRMs, FP&A data systems (such as Adaptive, Anaplan, Planful, etc.), and BI tools like PowerBI.
• Strong understanding of SaaS unit economics, top-line revenue metrics, and recurring revenue business models.
• Exceptional MS Excel and financial modeling skills with experience handling large tables and datasets, array formulas, and pivot tables.
• Familiarity with ASC 606 revenue recognition guidelines and SaaS contract structures.
• Proven ability to collaborate effectively with cross-functional partners across Sales, Marketing, and Customer Success.
• High attention to detail with strong analytical, research, and data mining capabilities.
• Proactive and self-motivated work ethic with the ability to manage multiple projects independently.
• Strong communication skills and an upbeat personality to partner across all management levels.