Analyst, Strategic Finance and Reporting

Job Description

Job Description

Company Description

Our client is seeking a highly analytical and detail-oriented Analyst, Strategic Finance and Reporting to support key strategic initiatives through actionable insights, reliable forecasting, and deep analytical work. This role plays a critical part in driving business growth and cost efficiency by delivering accurate revenue, expense, and churn forecasts.

In this role, you’ll work closely with cross-functional partners across Sales, Marketing, Finance, People Operations, and Operations to ensure the accuracy and integrity of customer and revenue data. You’ll leverage tools such as Salesforce, SQL, and Excel / Google Sheets to build, maintain, and optimize revenue and performance reporting, while identifying and explaining budget-to-actual variances.

If you thrive in fast-paced, data-driven environments and enjoy working at the intersection of analytics, forecasting, and business strategy, this role offers an opportunity to make a meaningful impact.

Job Description

Revenue & Churn Forecasting

Build, refine, and maintain revenue and churn forecasting models, adapting them based on market conditions, business needs, and evolving data trends

Continuously improve forecasting methodologies to enhance accuracy and predictability

Conduct variance analysis between forecasts and actuals, and deliver actionable insights to stakeholders

Data Integration & Analytics

Integrate data from Salesforce, Redshift, Tableau, and other sources to ensure reliable inputs for forecasting and reporting

Partner with Sales, Marketing, Finance, and Operations teams to gather, validate, and align data for decision-making

Perform deep-dive analyses to uncover trends, anomalies, and root causes

Reporting & Decision Support

Develop and maintain dashboards and reports tracking GTM KPIs, sales performance, and revenue and cost trends (e.g., ARPU, Gross Margin, LTV, headcount costs, OpEx)

Present key insights, forecasts, and recommendations clearly to senior stakeholders

Support budgeting, goal-setting, and revenue growth initiatives through data-driven guidance

Process Optimization & Data Quality

Maintain high standards for data accuracy, governance, and integrity across reporting and analytics

Identify opportunities to streamline reporting, automate workflows, and improve analytical efficiency

Act as a subject matter expert in forecasting methodologies, reporting best practices, and analytics tools

Qualifications

2–4 years of experience in Go-to-Market Analytics, Sales Forecasting, or Sales Performance & Reporting, ideally within a SaaS environment

Hands-on experience with sales forecasting, financial modeling, budget-to-actual variance analysis, and revenue reporting

Advanced proficiency in Excel or Google Sheets (complex formulas, pivot tables, etc.)

Experience with CRM platforms (Salesforce) and data warehousing tools (e.g., Redshift) preferred

Strong SQL skills for data extraction, transformation, and analysis

Excellent analytical and problem-solving skills with strong attention to detail

Ability to communicate complex insights to both technical and non-technical audiences

Comfortable operating in fast-paced, high-growth environments

Additional Information

All your information will be kept confidential according to EEO guidelines.