Everfi

Financial Analyst, ARR and Revenue

Everfi

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $90,000 - $105,000 per year

About the role

  • Revenue model building and forecasting
  • Create, maintain, and continuously improve finance models and processes to track key SaaS KPIs, such as Total Contract Value (TCV), Annual Recurring Revenue (ARR), and other metrics
  • Analyze, validate, and prove model assumptions, outputs, and data integrity
  • Own and support revenue forecasting for quarterly, annual, and long-range planning processes
  • Maintain and evolve a consistent analytical framework across revenue and customer related expense analysis
  • Perform detailed financial analysis related to TCV, ARR, MRR, NRR, revenue performance, and other key SaaS metrics
  • Prepare variance analysis on actuals versus plan and forecast as part of monthly, quarterly, and annual close activities
  • Reconcile TCV, ARR, and revenue recognition each month with customer contracts as part of the financial close process
  • Ensure contracts are coded correctly for accurate financial reporting and tracking of Key Performance Indicators (KPIs)
  • Collaborate and provide financial information to cross-functional and Revenue Operations (RevOps) stakeholders as assigned
  • Work with Finance leadership to build business cases, scenario analyses, and recommendations for strategic initiatives
  • Define, track, and interpret KPIs, providing insight into drivers, risks, and business opportunities

Requirements

  • Bachelor’s degree in finance, accounting, or a related field required
  • At least 3 years of experience in financial planning and revenue analytics at a SaaS company, including TCV, ARR, NRR, and revenue tracking, reconciliation, and reporting
  • Advanced level Excel skills, including building, maintaining, and improving complex financial models
  • Demonstrable experience using functions such as VLOOKUP, HLOOKUP, SUMIFS, MAXIFS, imbedded IF/Then with multiple logic, INDEX/Match, SUMPRODUCT, FIND, LOOKUP, and ability to combine these functions together into a single formula
  • Experience with financial systems, planning tools, and Customer Relationship Management (CRM) Salesforce experience strongly desired
Benefits
  • Health, Dental, and Vision insurance
  • 401(K) with matching contribution
  • Generous Paid Time Off (PTO)
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingrevenue forecastingvariance analysisdata integrityfinancial analysisSaaS metricsExcelVLOOKUPSUMIFSINDEX/Match
Soft Skills
collaborationanalytical thinkingcommunicationproblem-solvingattention to detail