WorkWave

Principal Financial Analyst

WorkWave

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $115,000 - $140,000 per year

Job Level

Lead

Tech Stack

Tableau

About the role

  • We are seeking a Principal Financial Analyst with strong experience in a SaaS environment. This role will serve as a strategic finance partner to the Sales and Marketing teams, delivering insights and analysis that drive customer acquisition, revenue growth, and operational efficiency.
  • You'll be instrumental in budgeting, forecasting, performance tracking, and evaluating marketing and sales investments across various channels and customer segments. Your work will directly impact GTM strategies, CAC optimization, and ARR growth.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
  • 7+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
  • Deep understanding of SaaS financial metrics: ARR, MRR, CAC, CLTV, churn, NRR, and pipeline metrics.
  • Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful.
  • Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
  • Commutable to Holmdel, NJ headquarters.