Take full ownership of revenue forecasting accuracy and timing, specifically regarding net new customer revenue.
Proactively identify and communicate revenue timing shifts across periods, providing real-time updates as conditions change.
Translate sales contracts, deal structures, and implementation timelines into credible revenue projections.
Prepare executive-ready forecast updates that clearly explain changes, the reasoning behind them, and future implications.
Collaborate closely with Sales and Implementation teams to understand pipelines and assess delivery timelines.
Continuously improve and automate revenue forecasting models and standardized processes.
Act as the primary point of view on revenue timing, bringing recommendations rather than questions to leadership.
Support month-end and quarter-end processes as they relate to revenue timing.
Respond confidently to ad-hoc executive or board forecast requests.

Bachelor’s degree in Finance or Economics.
5+ years of experience in revenue forecasting, FP&A, or finance roles supporting sales-led organizations.
Demonstrated experience owning forecasts presented to executive leadership.
Proven track record of reducing executive involvement through strong ownership and communication.
Strong fluency in revenue recognition concepts and the ability to translate accounting rules into forecasting logic.
Expertise in financial modeling and the ability to refine forecasting assumptions independently.
Proven ability to partner effectively across teams (Sales, Implementation, Finance) without slowing deal velocity.
Independent judgment with the confidence to push back on unrealistic assumptions or forecasts.
A bias toward action and automation to reduce manual effort and executive involvement.
Resilience and the ability to remain calm under pressure during periods of high volatility or ad-hoc requests.

Senior Financial Analyst – Revenue

Key skills