Sr. Financial Analyst

Senior Financial Analyst (SF Hybrid, 4-Month Contract) Join an innovative team as a Senior Financial Analyst, where your expertise will directly influence strategic decisions and drive revenue growth. This high-impact, visible role is perfect for a finance professional with a passion for data, forecasting, and cross-functional collaboration. Located in San Francisco with a hybrid work model, you'll partner closely with sales, revenue operations, and executive leadership to develop insights that shape the company's success.

Key Responsibilities

• Collaborate with Sales, Marketing, and Go-To-Market teams on budgeting, forecasting, and detailed performance analysis.
• Build and maintain sophisticated financial models and dashboards to monitor business performance.
• Provide actionable insights regarding pipeline, bookings, and revenue metrics.
• Support annual planning, quarterly reviews, and the monthly close process.
• Develop business cases for new initiatives including pricing strategies and product launches.
• Cross-functionally work with FP&A, Revenue Operations, and Accounting to optimize processes.
• Analyze key business drivers and communicate findings to varied audiences.
• Identify opportunities to automate reporting and increase operational efficiency.

Required Skills & Qualifications

• 3+ years’ experience in FP&A, Sales/Revenue Finance, or related analytical roles.
• Proven expertise with financial modeling, forecasting, and variance analysis.
• Strong proficiency in Excel, with experience handling large datasets.
• Familiarity with Adaptive Insights, Anaplan, Salesforce, Workday, Tableau or similar tools.
• Excellent communication skills, capable of engaging both finance and non-finance stakeholders.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Nice To Have Skills

• Experience with SaaS, technology sectors, or AdTech.
• Knowledge of pipeline analysis, bookings forecasting, and headcount planning.
• Experience with tools like Salesforce, Anaplan, Adaptive Insights, and Tableau.
• Background in pricing strategy or go-to-market finance.

Preferred Education & Experience

• BA/BS in Finance, Accounting, Economics, or a related discipline.
• Over 3 years in a fast-paced financial analysis or FP&A environment, ideally within SaaS or tech industries.

Additional Requirements

• This is a hybrid onsite role in San Francisco, starting 11/2/2026, and concluding 3/5/2027.
• Ability to thrive in a dynamic environment with strong organizational skills.
• Prior experience with financial systems and automation solutions is a plus.

Take on a strategic role that enhances revenue performance and shapes the future of our business—apply now to make an immediate impact!