DataVisor

Senior Strategic Financial Analyst

DataVisor

full-time

Posted on:

Location Type: Hybrid

Location: Mountain View • California • 🇺🇸 United States

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Salary

💰 $100,000 - $130,000 per year

Job Level

Senior

Tech Stack

ERPPythonTableau

About the role

  • KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
  • Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
  • FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
  • Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure.
  • Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
  • Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
  • CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
  • Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
  • Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.

Requirements

  • Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
  • Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
  • Technical Stack:
  • - Advanced proficiency in Excel (complex modeling) is required.
  • - Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
  • - Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
  • Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.
  • Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated.
Benefits
  • Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
  • Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
  • Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.

Applicant Tracking System Keywords

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

Hard skills
financial modelingKPI definitiondata governanceprocess engineeringcompensation analysisad-hoc analysisrevenue recognitioncustomer segmentationpricing strategiessales productivity analysis
Soft skills
communication skillswriting skillsteam collaborationself-drivenmotivatedanalytical thinkingnarrative translationexecutive decision supportproblem-solvingstrategic thinking
Certifications
Bachelor’s degree in FinanceBachelor’s degree in MathBachelor’s degree in AccountingBachelor’s degree in EconomicsMBAMaster's degree