Principal Finance Analyst – CSM Finance

Just like we want to empower our customers, it’s important at Gen that team members have the support they need to do their best work. This includes flexible working options with generous time off, and competitive benefits and compensation package. Diversity, equity, and inclusion are foundational to how we do business, and we strive to create safe, inclusive spaces where all employees are valued, respected, and celebrated for their individual differences and unique perspectives. Employment decisions are based on merit, experience, and business needs. Gen is an equal employment opportunity employer.

About the Role:

We are looking for a Sr Principal Finance Analyst who will share our passion to contribute to a better online world. As part of the CSM Finance team, we offer you an excellent opportunity to enrich our customers experience and improve retention results.

In this role, you will support the Norton CSM team by ensuring guardrails exist for business models and that financial plans are fit-for-purpose. You will also contribute to regular forecast submissions, guiding stakeholders and leadership towards delivering Gen’s goals.

You will support annual planning process, helping the team build robust plans to deliver against annual budgets. You will work cross-functionally across the business to ensure that we have an aligned plan and will guide on our overall gap closure activities. You will forecast the impact of our actions and analyze the results. You will use this knowledge to size and help prioritize retention initiatives.

Financial Analysis & Reporting:

• Analyze customer success metrics.
• Build and maintain comprehensive dashboards and reporting frameworks to track key performance indicators across the customer success organization
• Conduct deep-dive analyses to identify trends, opportunities, and risks within the CSM-led revenue streams
• Provide actionable insights to leadership on customer cohort performance, unit economics, and ROI of customer success investments.

Forecasting & Planning:

• Develop weekly, quarterly, and annual forecasts for CSM-driven bookings.
• Build sophisticated financial models to support scenario planning and sensitivity analyses
• Partner with Customer Success leadership to translate go-to-market strategies into detailed financial plans
• Own the bottoms-up forecast process for your business area, ensuring accuracy and alignment with top-down targets

Business Partnering:

• Serve as a primary finance partner to Customer Success leadership, building trusted relationships and credibility
• Participate in regular business reviews, strategic planning sessions, and operational meetings
• Translate complex financial concepts into clear, actionable recommendations for non-finance stakeholders
• Challenge assumptions and provide financial perspective on strategic initiatives and investments
• Collaborate cross-functionally with Finance, Revenue Operations, and Product teams

What You’ll Need to be Successful in this Role:

• Highly developed interpersonal and communication skills, with the ability to communicate effectively with a wide range of people at different levels and from different cultures and backgrounds.
• Advanced Excel skills, proven ability to work with data, experience utilizing SQL a plus.
• Strong analytical skills and critical thinking, experience building complex financial models desired.
• Data visualization skills, experience with tools such as Tableau preferred.
• Ability to present a concise view of the business to senior leadership while gaining support and building consensus on strategy.
• 100% team player with excellent collaboration skills, flexibility, and a willingness to improve existing processes and performance.

Required Qualifications:

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

• 7+ years of experience in financial analysis, or a similar finance role

• Strong financial modeling, forecasting, and analytical skills

• Advanced proficiency in Excel; experience working with large datasets

• Experience analyzing business performance, unit economics, and ROI

• Ability to translate complex financial data into clear insights for senior leadership

• Excellent communication and stakeholder management skills, with experience partnering cross-functionally

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Gen is proud to be an equal-opportunity employer, committed to diversity and inclusivity. We base employment decisions on merit, experience, and business needs, without considering race, color, national origin, age, religion, sex, pregnancy, genetic information, disability, medical condition, marital status, sexual orientation, gender identity or expression, military or veteran status, or other unlawful factors. Gen prohibits discrimination based on these protected characteristics and recruits talented candidates from diverse backgrounds.

We consider individuals with arrest and conviction records and do not discriminate against employees for discussing their own pay or that of other employees or applicants. Learn more about pay transparency. 

To conform to U.S. export control regulations, applicant should be eligible for any required authorizations from the U.S. Government.