SaaS Revenue & Financial Analyst

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

📋 Description

• Take ownership of the measurement layer for our entire business.

• Collaborate across Salesforce (our CRM and billing system of record) and QuickBooks (our financial system) to create a cohesive, always-current view of company performance.

• Develop and sustain our SaaS metrics infrastructure — including ARR waterfall, cohort retention analysis, revenue recognition schedules, deferred revenue tracking, and unit economics by segment.

• Reconcile Salesforce bookings data with QuickBooks revenue entries to ensure a singular source of truth across both platforms.

• Generate monthly and quarterly financial and revenue packages for leadership, incorporating variance analysis against the plan.

• Model scenarios for pricing adjustments, product bundling, geographic expansion, and headcount investments.

• Monitor pipeline health and convert pipeline data into revenue forecasts with documented assumptions.

• Ensure data integrity between our CRM and accounting systems, identifying discrepancies before they escalate.

• Support board-level and investor-level reporting with clear, defensible metrics.

⛳️ Requirements

• Over three years of experience in SaaS financial analysis, revenue operations, or FP&A at a B2B software firm.

• Highly proficient in Salesforce — not just as a user, but as someone who comprehends opportunity objects, product schedules, contract structures, and reporting at a data level.

• Equally skilled in QuickBooks Online, including chart of accounts design, revenue categorization, journal entries, and reconciliation workflows.

• Understand ASC 606 revenue recognition principles and their application to a multi-product SaaS business with annual and multi-year contracts.

• Capable of building financial models from scratch in Excel or Google Sheets — not using templates, but based on logical reasoning.

• Think in terms of cohorts rather than just totals.

• Comprehend the distinctions between bookings, billings, and revenue, and articulate why each is significant.

• Detail-oriented, critical of your own numbers, and dedicated to maintaining data integrity.

• **Preferred**

• Experience at a firm with a blend of subscription revenue and professional services.

• Familiarity with Salesforce CPQ or native Salesforce quoting and contract objects.

• Exposure to investor or board reporting at a growth-stage company.

• Experience with Marketo or HubSpot data as it pertains to CAC and attribution modeling.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible working arrangements.

• Opportunities for professional development and growth within the company.