Employer description & source details
This hands-on role spans annual planning, long-range modeling, performance analysis and executive reporting. Your work will help leadership assess growth opportunities, improve SaaS unit economics and make informed decisions as the business scales. Build and maintain integrated financial models for revenue, gross margin, operating expenses and cash flow, with clear assumptions and sensitivity analyses. Model SaaS revenue drivers, including bookings, renewals, expansion, churn and annual recurring revenue (ARR), in partnership with Sales, Revenue Operations and Finance. Support annual budgets, rolling forecasts and long-range plans; evaluate scenarios for growth, pricing, customer demand and infrastructure investment. Analyze actual results against forecast and plan across revenue, cost of revenue and operating expenses; identify the drivers of material variances. Track SaaS metrics such as ARR, net revenue retention, gross margin and customer economics, and explain what changes mean for future performance. Prepare concise analyses and presentations that help leadership evaluate trade-offs, risks and opportunities. Partner with Finance, Sales, Revenue Operations, Product and infrastructure leaders to validate model assumptions and inform business decisions. Present financial findings clearly to non-financial stakeholders and translate complex analyses into practical recommendations. Work with the broader Finance team to improve forecasting processes, data quality and consistency in financial reporting. 3–5 years of experience in financial planning and analysis, ideally in a SaaS or infrastructure software business Bachelor’s degree in finance, accounting or a related field Experience with Workday or Adaptive Planning is a plus, but not required Advanced proficiency in Ex
Extracted skills: excel, sales, customer success, finance, operations