Build detailed financial models from scratch to enable business planning and strategic decision making
Support executive-level decision making with thorough ROI analysis
Conduct contribution margin analysis to understand segment profitability over time
Establish excellent cross-functional relationships across all parts of the Company to deliver data-driven insights
Own creation of key analyses for quarterly Board meetings
Remain flexible and willing to wear multiple hats in support of high importance, ad hoc leadership requests
Own the marketing budgeting process, including BvA tracking and analysis

Requirements

2–3 years’ experience in investment banking (TMT or SaaS coverage preferred), private equity, venture capital, and/or strategic finance at a SaaS company
Exposure to SaaS business models
Advanced financial modeling skills (driver-based revenue models, scenario planning)
Strong grasp of SaaS metrics (ARR, bookings, churn, CAC, NDR/NRR)
Analytical rigor with ability to simplify complex data into actionable insights
Clear written and verbal communication skills for senior and non-finance stakeholders
Comfortable in ambiguous, high-growth environments with shifting priorities
Familiarity with Salesforce, Pigment, or Looker
SQL or BI tool skills for deeper data analysis
Prior exposure to GTM forecasting

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingROI analysiscontribution margin analysisdriver-based revenue modelsscenario planningSaaS metricsSQLBI toolsGTM forecasting

Soft Skills

analytical rigorcommunication skillscross-functional collaborationflexibilityability to simplify complex dataadaptability in high-growth environments