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The Sr. Financial Analyst will be responsible for preparing revenue forecasts and reports. This role requires an understanding and application of best practices and industry standards as they pertain to SaaS metric reporting, an understanding of revenue recognition under ASC 606, the ability to work with and identify trends within large sets of data, and the ability to collaborate across departments to deliver meaningful insights and relay financial implications.
Job Responsibility:
Own the preparation and delivery of key recurring revenue metrics—including ARR, bookings, gross and net retention, customer counts, user counts, renewal rates,—across monthly, quarterly, and annual reporting cycles
Forecast, analyze, and interpret revenue performance against forecast
Identify, investigate, and resolve revenue-related discrepancies by partnering cross-functionally with Revenue Accounting, FP&A, Systems, and Operations teams
Enhance and scale revenue and billings forecasting models to support strategic planning and scenario analysis
Collaborate closely with Sales, Deal Desk, Revenue Accounting, Legal, and FP&A to support contract review, pricing and packaging changes, non‑standard deal terms, and revenue risks
Support ad hoc strategic projects, including systems implementations, process optimization initiatives, revenue policy updates, and integration efforts from acquisitions or new product launches
Requirements:
Bachelor's degree in accounting, Finance, or a related field
3+ years of progressive experience in accounting or revenue finance with exposure to SaaS or technology companies
Experience with NetSuite, Adaptive, Anaplan, Zuora Revenue, Zuora Billing, Salesforce, etc.
Experience with data manipulation, automation, and visualization tools
Advanced Excel skills
experience building financial models and revenue analysis templates
Strong attention to detail, analytical thinking, and problem-solving abilities
Excellent organizational and project management skills, with the ability to prioritize in a fast-paced environment
Strong interpersonal and communication skills
ability to collaborate effectively across teams
Nice to have:
CPA or advanced degree
Experience working in a public company environment or supporting SEC reporting requirements
Strong knowledge of U.S. GAAP and ASC 606 (Revenue from Contracts with Customers)