Senior Financial Analyst

o9 Solutions, Inc.

Senior Financial Analyst driving operational execution and data-driven analysis at o9 Solutions. Focusing on GTM and Services portfolios across various functions for improved decision-making.

Posted 7/12/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $84,897 - $116,733 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining financial models, conducting variance analyses, and analyzing SaaS unit economics to drive operational efficiency and profitability. Proficient in collaborating with cross-functional teams to ensure accurate financial reporting and strategic decision-making.

Highest-signal resume keywords

Financial ModelingVariance AnalysisSaaS Unit EconomicsAdvanced Excel SkillsRevenue Operations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingDemand PlanningOperational MetricsGross Margin Analysis

Soft Skills

Analytical ThinkingCollaborationCommunication

Tools & Technologies

ExcelPowerPointGoogle WorkspaceSalesforceBI Tools

Industry Keywords

Corporate FinanceFP&AEnterprise SaaSProfessional ServicesClient Success

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing.
Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner.
Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses.
Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently.
Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.
Create and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure Gross Margins align with long-term profitability targets.
Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews.

Requirements

What you’ll need

4–6 years of progressive experience in corporate finance, FP&A, or strategic sales/revenue operations.
General knowledge of accounting, financial, and operational principles, with exposure to Enterprise SaaS, Gross Margin mechanics, and software/professional services revenue structures.
Advanced Excel skills with a proven ability to independently develop dynamic, detailed bottoms-up financial models and reports.
Proficiency in PowerPoint or Google Workspace to build clean, insightful collateral; familiarity with BI tools, CRM systems (Salesforce), or SQL is a plus.
Bachelor’s degree in Finance, Economics, Business, or a related analytical field.

Benefits

Comp & perks

medical
retirement
other company-sponsored benefits