Principal, Finance Business Partner (GTM Finance)

Kofax is a company focused on transforming information-intensive business processes through its Intelligent Automation software platform. They are seeking a Principal, Finance Business Partner (GTM Finance) to serve as the primary finance business partner for the Go-To-Market and Sales organization, responsible for revenue and bookings forecasting, variance analysis, and financial planning support.

Responsibilities:

• Own and maintain the company's revenue and bookings forecast model, including regular updates for actuals, ensuring a single source of truth across renewal, ARR, bookings, and cash forecasting workstreams
• Build and maintain granular revenue forecasts by product, customer segment, geography, and revenue type
• Model and maintain forecast components including: New Bookings & Expansion — in partnership with GTM Sales Finance, Price Increase — tracking contractual and market-driven uplift, Churn & Gross Retention — by product and segment, Perpetual-to-Subscription/SaaS Conversions — modeling conversion pipelines and revenue ramp, Billings & Collections Forecast — ensuring alignment between revenue and cash timing
• Ensure the revenue forecast integrates seamlessly into the ARR forecast and broader FP&A planning cycles
• Lead the monthly Budget vs. Actuals (BvA) process for revenue and bookings, including preparation of variance commentary and executive-ready reporting packages
• Build and maintain a revenue forecast bridge, clearly articulating period-over-period and plan-over-plan movements across key drivers (cohort, price, product, churn, conversion)
• Partner with Accounting and Revenue Recognition teams to ensure forecast assumptions are aligned with actual reported results
• Contribute to company-wide planning cycles including annual budgeting, rolling forecasts, and long-range planning (LRP)
• Maintain and enhance driver-based revenue models to support scenario planning, sensitivity analyses, and strategic initiative evaluations
• Assist in preparing board-level and executive presentations with accurate and insightful revenue and bookings narratives
• Collaborate with the broader FP&A team to ensure consistency and integrity of financial data across functions
• Build, enhance, and maintain revenue models in Excel and enterprise planning tools (Pigment)
• Leverage BI tools (Tableau, Power BI) to create revenue dashboards, automate reporting, and improve forecast visibility for stakeholders
• Partner with Sales Operations and IT to improve data flows between CRM (Salesforce), billing systems, and financial planning tools
• Proactively identify opportunities to streamline and scale forecasting and reporting processes
• Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards

Requirements:

• Advanced proficiency in Excel (financial modeling, scenario analysis, large dataset management)
• Experience with enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
• Experience with BI/data visualization tools (Tableau, Power BI) is a plus
• Familiarity with Salesforce or other CRM platforms and their use in revenue and renewal forecasting
• Strong ability to communicate complex financial concepts clearly and concisely to senior business stakeholders
• Proven track record of operating independently, managing multiple priorities, and delivering in a fast-paced, cross-functional environment
• SaaS or enterprise software industry experience strongly preferred
• Comfortable using AI-powered tools for tasks such as drafting content, summarizing information, data entry support, and workflow automation
• Skills in prompting AI systems and assessing output quality
• Ability to leverage AI to ideate, develop, and scale to the needs of their department
• 4–6 years of progressive experience in FP&A, Revenue Finance, or Sales Finance, with at least 1–2 years in a senior individual contributor or manager-level role
• Strong expertise in SaaS / subscription revenue modeling, including ARR, bookings, churn, NRR, billings, and collections
• Demonstrated experience building and maintaining granular, multi-dimensional revenue forecast models (by product, segment, geography, revenue type)
• Hands-on experience with perpetual-to-subscription/SaaS conversion modeling is highly preferred