Analyst, Strategic Finance and Reporting
Job Mobz
full-time
Posted on:
Location Type: Remote
Location: California • United States
Visit company websiteExplore more
Tech Stack
About the role
- Build, refine, and maintain revenue and churn forecasting models, adapting them based on market conditions, business needs, and evolving data trends
- Continuously improve forecasting methodologies to enhance accuracy and predictability
- Conduct variance analysis between forecasts and actuals, and deliver actionable insights to stakeholders
- Integrate data from Salesforce, Redshift, Tableau, and other sources to ensure reliable inputs for forecasting and reporting
- Partner with Sales, Marketing, Finance, and Operations teams to gather, validate, and align data for decision-making
- Perform deep-dive analyses to uncover trends, anomalies, and root causes
- Develop and maintain dashboards and reports tracking GTM KPIs, sales performance, and revenue and cost trends (e.g., ARPU, Gross Margin, LTV, headcount costs, OpEx)
- Present key insights, forecasts, and recommendations clearly to senior stakeholders
- Support budgeting, goal-setting, and revenue growth initiatives through data-driven guidance
- Maintain high standards for data accuracy, governance, and integrity across reporting and analytics
- Identify opportunities to streamline reporting, automate workflows, and improve analytical efficiency
- Act as a subject matter expert in forecasting methodologies, reporting best practices, and analytics tools
Requirements
- 2–4 years of experience in Go-to-Market Analytics, Sales Forecasting, or Sales Performance & Reporting, ideally within a SaaS environment
- Hands-on experience with sales forecasting, financial modeling, budget-to-actual variance analysis, and revenue reporting
- Advanced proficiency in Excel or Google Sheets (complex formulas, pivot tables, etc.)
- Experience with CRM platforms (Salesforce) and data warehousing tools (e.g., Redshift) preferred
- Strong SQL skills for data extraction, transformation, and analysis
- Excellent analytical and problem-solving skills with strong attention to detail
- Ability to communicate complex insights to both technical and non-technical audiences
- Comfortable operating in fast-paced, high-growth environments
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales forecastingfinancial modelingbudget-to-actual variance analysisrevenue reportingSQLExcelGoogle Sheetsdata analysisforecasting methodologiesanalytical efficiency
Soft skills
analytical skillsproblem-solving skillsattention to detailcommunication skillsstakeholder engagementcollaborationadaptabilityinsight presentationdata-driven decision makingsubject matter expertise