Sr Financial Analyst

· Build, maintain, and enhance detailed topline revenue models incorporating key business and commercial drivers.

· Develop revenue forecasts across monthly, quarterly, and annual planning cycles.

· Partner with Sales and other business leaders to understand pipeline, bookings, customer activity, pricing, renewals, and other relevant revenue drivers.

· Perform actual-to-budget and actual-to-forecast analysis and clearly explain key revenue variances.

· Develop scenario and sensitivity analyses to support management decision-making and continuously improve forecast accuracy.

· Own and maintain detailed operating expense and cost forecasts across departments and cost centers.

· Partner with functional leaders to understand hiring plans, vendor spending, discretionary costs, and other key cost drivers.

· Monitor actual spending against budget and forecast, identify risks and opportunities, and recommend corrective actions where appropriate.

· Support headcount and compensation forecasting in partnership with Finance and HR.

· Develop clear reporting on cost trends and underlying business drivers while strengthening cost ownership across the organization.

· Support the annual budget, periodic reforecasting, and long-range planning processes.

· Prepare monthly and quarterly financial analyses for senior management.

· Develop KPI reporting that connects operational performance to financial outcomes.

· Provide insightful variance analysis across revenue, operating expenses, EBITDA, headcount, and other key financial metrics.

· Support ad hoc financial analysis and business cases for strategic and operational decisions.

· Serve as a strong financial systems user and improve the quality, efficiency, and scalability of FP&A processes.

· Work effectively across ERP, planning, CRM, BI, and reporting platforms.

· Improve automation and integration of financial and operational data used in planning and forecasting.

· Identify opportunities to reduce manual processes and strengthen data integrity and reporting controls.

· Apply advanced Excel skills and experience with tools such as NetSuite, Salesforce, Power BI, Adaptive Planning, Anaplan, Planful, or similar platforms.

· Experience supporting sales commission planning, calculation, or administration is a strong plus.

· Assist with modeling commission structures and forecasting commission expense.

· Partner with Sales Operations, Finance, and HR to validate commission-related data and calculations.

· Help develop scalable processes and controls around commission calculations and reporting.

· 5–10 years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline.

· Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

· Strong understanding of financial statements and the relationship between the P&L, balance sheet, and cash flow.

· Demonstrated experience developing sophisticated revenue and cost forecasting models.

· Advanced Microsoft Excel skills, including the ability to build driver-based financial models from the ground up.

· Strong financial systems aptitude and comfort working with large datasets from multiple systems.

· Experience with ERP, planning, CRM, and/or BI tools.

· Strong business partnering skills and the ability to communicate complex financial information clearly and concisely.

· Detail-oriented, commercially aware, and able to operate effectively in a fast-paced environment with changing priorities.

· Experience in a software, SaaS, technology, or recurring-revenue business.

· Experience with sales commissions, compensation planning, or commission administration.

· Experience with NetSuite and/or Salesforce.

· Experience implementing or improving FP&A or planning systems.

· Understanding of recurring revenue metrics and commercial KPIs.

· Experience in a private equity-backed or similarly performance-focused environment.