bullpen talent

Financial Planning and Analysis

• Building Financial Models: Develop and maintain financial models in Excel for revenue forecasting, cash flow projections, and budget management specific to SaaS metrics (MRR, ARR, churn, LTV, CAC).
• Forecasting and Projections: Create short-term and long-term financial forecasts, incorporating variables such as new customer growth, churn rates, expansion revenue, and pricing changes.
• Tracking KPIs: Monitor and report on key SaaS metrics (Monthly Recurring Revenue, Customer Churn, Customer Lifetime Value, CAC Payback Period) to guide business decisions.
• Scenario Analysis: Conduct sensitivity and scenario analyses to assess the financial implications of changes in business strategies or external factors.
• Investor and Stakeholder Reporting: Prepare reports and presentations for investors and other stakeholders, translating complex financial data into understandable insights.
• Collaboration with Sales and Marketing: Work with sales, marketing, and product teams to incorporate relevant data into financial models and forecasts.

Senior Financial Analyst, SaaS