Responsibilities
- build and maintain our SaaS metrics infrastructure — ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment.
- reconcile Salesforce bookings data against QuickBooks revenue entries and ensure we have a single source of truth across both systems.
- produce monthly and quarterly financial and revenue packages for leadership, including variance analysis against plan.
- model scenarios for pricing changes, product bundling, geographic expansion, and headcount investment.
- monitor pipeline health and translate pipeline data into revenue forecasts with documented assumptions.
- own the data integrity between our CRM and accounting systems, flagging discrepancies before they compound.
- support board-level and investor-level reporting with clean, defensible metrics.
Requirements
- three-plus years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software company.
- deeply proficient in Salesforce — not as a user, but as someone who understands opportunity objects, product schedules, contract structures, and reporting at a data level.
- equally proficient in QuickBooks Online, including chart of accounts design, revenue categorization, journal entries, and reconciliation workflows.
- understand ASC 606 revenue recognition principles and can apply them to a multi-product SaaS business with annual and multi-year contracts.
- build financial models from scratch in Excel or Google Sheets — not from templates, from logic.
- think in terms of cohorts, not just totals.
- understand the difference between bookings, billings, and revenue, and you can explain why each matters.
- precise, skeptical of your own numbers, and obsessive about data integrity.
Nice to Have
- Experience at a company with a mix of subscription revenue and professional services.
- Familiarity with Salesforce CPQ or native Salesforce quoting and contract objects.
- Exposure to investor or board reporting at a growth-stage company.
- Experience with Marketo or HubSpot data as it relates to CAC and attribution modeling.
