Build and maintain SaaS metrics infrastructure: ARR waterfall, cohort retention analysis, etc.
Reconcile Salesforce bookings data against QuickBooks revenue entries.
Produce monthly and quarterly financial and revenue packages for leadership.
Model scenarios for pricing changes, product bundling, etc.
Monitor pipeline health and translate data into revenue forecasts.
Own the data integrity between CRM and accounting systems, flagging discrepancies.
Support board-level and investor-level reporting with clean metrics.

Three-plus years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software company.
Deeply proficient in Salesforce at a data level.
Proficient in QuickBooks Online, including chart of accounts design.
Understanding of ASC 606 revenue recognition principles.
Ability to build financial models from scratch in Excel or Google Sheets.
Think in terms of cohorts, not just totals.
Understanding of the difference between bookings, billings, and revenue and their importance.
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