OUR MISSION
At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.
ABOUT US
Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next.
CORE VALUES
One Team. One Redwood
Make Your Own Weather
Obsess over Customer Success
Work the Problem
Be Curious
Own the Outcome
Respect Each Other
YOUR IMPACT
We are seeking a Financial Data Analyst to support financial planning, reporting, and revenue analytics across the business. This role will partner closely with Finance, RevOps, and Business Leadership to deliver accurate, timely, and actionable insights that drive strategic decision-making.
You will be responsible for owning and analyzing key financial metrics such as ARR, Net Retention, Gross Retention, and cash flow indicators (e.g., AR, DSO), while building scalable data models and dashboards to support forecasting, budgeting, and performance tracking.
This role goes beyond reporting, you will help connect financial outcomes to operational drivers, identify risks and opportunities, and improve data reliability across financial systems.
- Build and maintain financial reporting models and dashboards using BigQuery, SQL, and Qlik
- Support monthly close, forecasting, and budgeting processes through data analysis and reconciliation
- Perform variance analysis (actuals vs plan/forecast) and explain key drivers
- Analyze revenue trends, customer cohorts, and retention metrics to support growth strategy
- Partner with Finance, Accounting, and RevOps to ensure data consistency across systems (e.g., Salesforce, Workday, Adaptive)
- Translate complex financial data into clear insights for executive and board-level reporting
- Identify opportunities to improve financial performance, efficiency, and data processes
YOUR EXPERIENCE
- 5+ years of experience in financial data analysis, FP&A, or revenue analytics
- Advanced SQL skills (required) with experience working on large-scale datasets (e.g., BigQuery)
- Experience building financial models, forecasts, and variance analysis
- Strong understanding of SaaS financial metrics, including ARR, MRR, Net/Gross Retention, CAC, LTV
- Experience supporting monthly close, budgeting, and planning processes
- Familiarity with financial systems and data sources (e.g., ERP, Salesforce, billing systems)
- Experience with BI tools such as Qlik or Tableau for financial dashboards and reporting
- Strong business acumen with the ability to link data insights to financial outcomes
- Excellent communication skills, with experience presenting to finance and executive stakeholders
- High attention to detail, especially in financial data accuracy and reconciliation
- Ability to work independently and as part of a team.
- Passion for data and its ability to drive business results.
- Bachelor’s degree in Finance, Accounting, Economics, Data Science, or related field.
If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
THE LEGAL BIT
Redwood is an equal opportunity employer. Redwood prohibits unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws. We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful and will have a zero tolerance policy applied to it.
Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at [email protected]
Skills Required
- Proficiency in data analysis tools
- Strong SQL skills
- Experience with Excel
Redwood Software Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Redwood Software and has not been reviewed or approved by Redwood Software.
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Fair & Transparent Compensation — Pay is characterized as competitive or above average, with broad satisfaction around compensation and benefits. Earnings potential is portrayed as particularly strong in customer-facing revenue roles, reinforcing a positive total-rewards baseline.
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Healthcare Strength — Health coverage is described as especially strong in the U.S., including instances of fully employer-paid insurance. Medical value is framed as a standout element of the overall package even when plan choice is narrower.
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Retirement Support — Retirement benefits are characterized as notably strong, with a frequently highlighted and “fantastic” 401(k) match. This strengthens the perceived long-term value of the package beyond cash compensation.
Redwood Software Insights
What We Do
Redwood Software is the leader in full stack automation for mission-critical business processes. With the first SaaS-based composable automation platform specifically built for ERP, we believe in the transformative power of automation. Our unparalleled solutions empower organizations to orchestrate, manage and monitor their workflows across any application, service or server – in the cloud or on premise – with confidence and control
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