own the measurement layer of our entire business
know every number — ARR, net retention, expansion, churn, pipeline conversion, cost of acquisition, gross margin by product line, services margin, cash flow, and everything in between
work across Salesforce and QuickBooks to build a unified, always-current picture of company performance
build and maintain our SaaS metrics infrastructure — ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment
reconcile Salesforce bookings data against QuickBooks revenue entries and ensure a single source of truth across both systems
produce monthly and quarterly financial and revenue packages for leadership, including variance analysis against plan
model scenarios for pricing changes, product bundling, geographic expansion, and headcount investment
monitor pipeline health and translate pipeline data into revenue forecasts with documented assumptions
own the data integrity between our CRM and accounting systems, flagging discrepancies before they compound
support board-level and investor-level reporting with clean, defensible metrics

three-plus years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software company
deeply proficient in Salesforce
not as a user, but as someone who understands opportunity objects, product schedules, contract structures, and reporting at a data level
equally proficient in QuickBooks Online, including chart of accounts design, revenue categorization, journal entries, and reconciliation workflows
understand ASC 606 revenue recognition principles and can apply them to a multi-product SaaS business with annual and multi-year contracts
can build financial models from scratch in Excel or Google Sheets
not from templates, from logic
think in terms of cohorts, not just totals
understand the difference between bookings, billings, and revenue, and can explain why each matters
precise, skeptical of your own numbers, and obsessive about data integrity
preferred: Experience at a company with a mix of subscription revenue and professional services
familiarity with Salesforce CPQ or native Salesforce quoting and contract objects
exposure to investor or board reporting at a growth-stage company
experience with Marketo or HubSpot data as it relates to CAC and attribution modeling.

SaaS Revenue & Financial Analyst

Key skills