own the measurement layer of our entire business.
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 we have 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 you can explain why each matters.
precise, skeptical of your own numbers, and obsessive about data integrity.
familiarity with Salesforce CPQ or native Salesforce quoting and contract objects preferred.
exposure to investor or board reporting at a growth-stage company preferred.
experience with Marketo or HubSpot data as it relates to CAC and attribution modeling preferred.

SaaS Revenue & Financial Analyst

Key skills