Principal Financial Analyst, Revenue Forecasting

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Take ownership of the complete revenue forecasting process covering new business, renewals, and expansion.

• Oversee the monthly, quarterly, and annual forecasting cycles.

• Create and maintain revenue models segmented by product line, geography, and segment utilizing pipeline data, historical trends, and seasonal variations.

• Collaborate with Sales and Revenue Operations to evaluate pipeline health, deal timing, and assumptions on conversion.

• Analyze forecasting accuracy, pinpoint variance drivers, and enhance forecasting methodologies.

• Develop and sustain reporting packages and dashboards for FP&A and executive leadership.

• Lead monthly and quarterly reviews of revenue forecasts with FP&A and GTM leadership.

• Present forecasts, key drivers, and risk considerations.

• Assist in the annual operating plan and long-term planning through revenue scenario modeling.

• Work alongside Accounting on revenue recognition inquiries and forecast-to-actual reconciliations.

• Provide support for ad hoc analysis and scenario planning related to product launches, pricing adjustments, and market changes.

• Assist with Management & Lender Reporting and MD&A requirements.

• Offer additional reporting assistance as needed.

⛳️ Requirements

• A Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• 6–9 years of experience in FP&A, revenue analysis, or financial forecasting, preferably within a B2B SaaS or technology sector.

• Proficiency in Excel and advanced financial modeling capabilities.

• Significant experience with BI tools such as Tableau or Power BI.

• Familiarity with financial planning systems such as OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning.

• Experience with CRM/GTM systems like Salesforce or Clari.

• Strong grasp of SaaS revenue metrics, including ARR, churn, and bookings-to-revenue conversions.

• Capability to work independently and serve as a trusted advisor to senior, non-financial stakeholders.

• Excellent communication and presentation abilities, including experience delivering presentations to VP/SVP-level leadership.

• Strong analytical skills, sound business judgment, and comfort in navigating uncertainty.

• Proven track record of driving process enhancements and standardization within the finance function.

• Must have legal authorization to work in the US.

🏝️ Benefits

• Annual discretionary bonuses for eligible full-time, non-sales US employees.

• Flexible paid time off.

• Health insurance.

• Disability insurance.

• Life insurance.

• 401(k) retirement plan with company matching contributions.