Responsibilities
- 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 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
Requirements
- 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
- 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
Nice to Have
- Familiarity with ASC 606 revenue recognition guidelines and SaaS contract structures
Benefits
- Annual employee development program stipend of $1,000 for each employee
- Mentorship program available
- Sabbatical program of 4 weeks after 5 years of service
- Advancement opportunities based on results
- Signing stipend for a work-from-home setup
- Paid Time Off
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children
For Your Growth & Career
- Annual employee development program stipend of $1,000 for each employee
- Mentorship program available
- Sabbatical program of 4 weeks after 5 years of service
- Advancement opportunities based on results
For Your Financial Well-being
Signing stipend for a work-from-home setup
For Your Health & Wellness
Paid Time Off
For Your Family & Life
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children
