CertifID

Financial Planning and Analysis

• Build and enhance integrated three-statement operating models that support annual planning and long-range forecasting
• Own, scale, and improve forecasting for ARR, bookings, expansion, and retention
• Use AI tools to automate manual workflows, accelerate analysis and modeling, and surface insights that would otherwise stay buried in the data
• Translate pipeline health, sales performance, and GTM investment strategy into scalable revenue projections
• Drive cross-functional partnerships across the business to formulate insight and inform executive decision-making
• Prepare and deliver Board, monthly business review (MBR), and quarterly business review (QBR) reporting packages
• Analyze SaaS KPIs and unit economics, and connect model outputs to the broader operating picture
• Run scenario analysis, sensitivity modeling, and strategic forecasting to answer the questions leadership is asking
• Partner closely with RevOps, Sales leadership, and executive stakeholders
• Support cash forecasting and strategic capital allocation analysis

Strategic Finance Analyst