Senior Financial Analyst, CX & Renewals

The Senior Financial Analyst serves as a strategic Finance business partner to the Renewals and Customer Experience (CX) organizations, driving analytics that improve renewal execution, retention planning, forecasting accuracy, and post-sales business growth. This role partners cross-functionally with Renewals, Customer Success, Business Systems, BI, Salesforce, Gong, and CX leadership to develop scalable reporting, ensure data integrity, and deliver actionable performance insights.

What You Will Do

Develop and maintain executive dashboards and reporting for key renewal metrics, including ARR, retention, churn, downsell, renewal rates, price increases, and forecast performance. Analyze renewal, bookings, and ARR trends across products, segments, customer cohorts, and sales teams to identify performance drivers, risks, and opportunities.

Why It Might Be a Fit

This role requires a sound knowledge of subscription-based revenue models, recurring revenue forecasting, and key SaaS metrics. The ideal candidate will have experience partnering with cross-functional leaders, presenting to senior management, and driving data-informed decision-making.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5–8+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, Revenue Finance, or related analytical roles, preferably within a SaaS or enterprise software environment inclusive of a multi-product strategy.
• Sound knowledge of subscription-based revenue models, recurring revenue forecasting, and key SaaS metrics (ARR, bookings, billings, renewals, retention, and churn).
• Advanced financial modeling and Excel skills with the ability to translate complex data into actionable business insights.
• Experience partnering with cross-functional leaders, presenting to senior management, and driving data-informed decision-making.
• Proficiency with financial planning and analytics tools such as Adaptive Planning, Anaplan, Salesforce, Tableau, Power BI, SQL, or similar platforms.
• Experience leveraging AI-enabled tools to enhance financial analysis, forecasting, reporting, and workflow efficiency.

Benefits

• Total compensation range of $123,000.00 to $133,000.00 (inclusive of base salary and variable compensation, such as bonuses and incentives)
• Top-notch work environment
• Developmental opportunities
• Competitive total rewards package
• Desire to have fun