Own the end-to-end revenue forecast—driving design, execution, and continuous improvement across monthly, quarterly, and annual planning cycles, including variance analysis, scenario planning, and executive reporting for all topline metrics.
Build and maintain the connection between bookings, ARR, and recognized revenue, applying sound methodology to drivers, assumptions, and retention/churn dynamics.
Architect robust, multi-scenario models that link operational drivers to the financial forecast—supporting long-range planning, investment prioritization, and executive "what-if" analysis.
Continuously automate and scale the forecasting process—leveraging AI and agentic tooling to reduce manual effort, move toward real-time data, and improve accuracy every cycle.
Partner with Revenue Accounting, FP&A, and Business Operations to ensure the model reflects the latest strategic context, business drivers, and operational realities.
Deliver clear, actionable insights through executive reporting, variance commentary, board materials, and earnings preparation—distilling a complex, often-incomplete dataset into a crisp narrative.
Support high-impact special projects and ad hoc analysis for senior leadership.

10+ years of progressive experience in investment banking, private equity, FP&A, revenue finance, or a similar highly analytical role; high-growth, public-company SaaS experience preferred but not required.
Deep revenue-modeling expertise: you've architected revenue forecast models from scratch and understand how bookings convert to recognized revenue, ideally across both subscription and usage-based models.
A strong bias for automation: hands-on experience using AI tools (e.g., Windsurf/Devin, Cursor, OpenCode) to automate workflows, accelerate modeling, and analyze large datasets—and a genuine drive to push how far that can go.
Systems-thinker: you think in terms of data, logic layers, and repeatable process—not just spreadsheets. Experience with financial planning systems (Anaplan a plus) and comfort with data structures.
Expert proficiency in Excel and Google Sheets; experience with enterprise financial systems (e.g., NetSuite, Salesforce) is a plus.
Intellectually curious and rigorous, with a first-principles problem-solving orientation. Not satisfied with easy or convenient answers.
Strong executive presence: able to distill complex modeling outputs into simple, consumable, actionable takeaways for senior leaders and the board.
Bachelor's degree in Finance, Accounting, Economics, or a quantitative field.

Medical/Rx Insurance
Dental Insurance
Vision Insurance
Flexible Spending Accounts
Commuter Spending Accounts
Fertility & Family Forming Benefits
On-demand mental health support and Employee Assistance Program
Global Travel Medical Insurance
Short and Long Term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan
Employee Stock Participation Plan
Flexible paid time off covering vacation and sick leave
Leave programs, including parental, pregnancy health, medical, and bereavement leave

Principal Finance Partner, Revenue & Strategic Modeling

Key skills