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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in financial planning and analysis, with a strong focus on SaaS metrics and revenue recognition principles. Proven ability to lead forecasting processes, drive strategic planning, and communicate insights effectively to stakeholders.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)SaaS Metrics (ARR, Bookings, Churn)Advanced Excel And Financial ModelingBI/Reporting Tools ExperienceCommunication And Storytelling Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingRevenue Recognition PrinciplesForecasting ModelsData AnalysisScenario Modeling
Soft Skills
Independent Problem SolvingStakeholder CollaborationCommunication Skills
Tools & Technologies
BI ToolsReporting Tools
Certifications & Qualifications
MBACACFA
Industry Keywords
Revenue ForecastingTopline FinanceCorporate FinanceInvestment BankingAnnual Operating Plan
About the role
Key responsibilities & impact- Own the monthly/quarterly revenue forecast process for assigned product lines or segments.
- Act as a trusted finance partner to Business Unit and Sales leaders, providing insights on bookings, billings, ARR, churn, and revenue trends.
- Drive deep-dive analysis of actuals vs. forecast vs. plan, articulating insights to leadership.
- Prepare materials for executive staff and Board-level reviews.
- Lead the topline components of the Annual Operating Plan and long-range strategic planning processes.
- Identify and implement improvements to forecasting models and reporting tools.
- Partner with multiple stakeholders to ensure consistency of revenue recognition and reporting metrics.
- Respond to leadership requests for scenario modeling and special projects.
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA/CA/CFA preferred.
- 8–12+ years of progressive experience in FP&A, revenue/topline finance, investment banking, or corporate finance.
- Strong understanding of SaaS metrics (ARR, bookings, churn, net revenue retention) and revenue recognition principles.
- Advanced Excel and financial modeling skills; experience with BI/reporting tools strongly preferred.
- Demonstrated ability to work independently on ambiguous, complex problems with minimal supervision.
- Excellent communication and storytelling skills.
- Experience working with global, cross-functional, and cross-time-zone stakeholders.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
