The Sr. Financial Analyst – FP&A (Revenue & Go-To-Market) is a key position supporting our fast-growing SaaS business. Reporting directly to the Vice President of FP&A, this role owns the top-line revenue strategy and the go-to-market (GTM) data ecosystem. You will serve as the finance expert on revenue forecasting, sales pipeline analytics, and GTM mechanics, working closely with Sales, Marketing, Customer Success, and Executive Leadership to drive scalable top-line growth.
What You'll Do:
- 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 contributionmodeling, 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
What You bring:
- 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 Familiarity with ASC 606 revenue recognition guidelines and SaaS contract structures
- 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
Skills Required
- Bachelor's degree
- Degree concentration in Finance, Accounting, Economics, or a quantitative field
- 2+ years experience in FP&A, investment banking, or financial analysis (preferably SaaS or cloud)
- High fluency with HubSpot or equivalent CRMs, FP&A systems (Adaptive, Anaplan, Planful), and BI tools (Power BI)
- Strong understanding of SaaS unit economics, recurring revenue models, and top-line revenue metrics
- Exceptional Microsoft Excel and financial modeling skills (large tables, array formulas, pivot tables)
- Familiarity with ASC 606 revenue recognition guidelines and SaaS contract structures
- Experience developing and maintaining financial models, templates, reports, and executive dashboards
- Proven ability to collaborate with Sales, Marketing, and Customer Success
- High attention to detail with strong analytical, research, and data mining capabilities
- Proactive, self-motivated, able to manage multiple projects independently
- Strong communication skills and ability to partner across management levels
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way. More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs. And what makes it truly intelligent? We let you do it all on one platform. FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools. You’ll see the most where you’re spending the most.
