Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense
Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast
Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)
Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn
Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems
Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast
Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy
Serve as a finance partner to multiple functional areas
Translate financial data into actionable insights for operational leaders with varying levels of finance literacy
Support department heads through headcount planning, quota and commission modeling, and budget management
Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support)
Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries
Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed
Requirements
3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
Prior experience in a SaaS or subscription-based technology company strongly preferred
Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus