Lead the preparation, tracking, and reporting of ARR, bookings, and other topline SaaS metrics on a monthly or more frequent basis.
Apply judgment and analytical rigor to validate the accuracy of bookings and ARR reporting, ensuring alignment with contractual terms and revenue policies.
Assist with the implementation and communication of reporting governance standards.
Partner with Sales, Customer Success, and Professional Services to provide revenue reporting, BvA analysis, and scenario modeling.
Leverage AI-powered tools and emerging technologies to enhance reporting, forecasting accuracy, and efficiency.
Provide recurring and ad-hoc analysis of revenue performance, risks, and opportunities.
Collaborate effectively across global departments to ensure accurate reporting and improve reporting processes, automation, and consistency.
Assist in preparing monthly presentation materials for leadership, collaborating with Accounting and Business Intelligence to ensure organizational alignment.
Support the VP of Finance and CFO with projects related to forecasting, reporting, and governance.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related field.
3+ years of experience in financial analysis, revenue reporting, or FP&A at a SaaS software company.
Strong skills in Excel and financial modeling.
In-depth understanding of SaaS metrics (ARR, NRR, churn, retention, etc.).
Experience with forecasting processes and variance analysis.
Experience using Salesforce or another enterprise CRM platform.
High attention to detail and accuracy in reporting.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
analytical rigorattention to detailcollaborationcommunicationjudgmentorganizational alignmentproblem-solvingpresentation skillsinterpersonal skillsproject support