Senior Financial Analyst

Summary

Join Avetta as a Sr. Financial Analyst, Financial Planning & Analysis to lead Sales & Marketing reporting, analysis, and planning. You will use data to deliver actionable insights, collaborate with partners, and build relationships to drive value for Avetta. Partner with Sales & Marketing leaders to develop strategic targets, track progress, and provide decision support. This high-impact role requires extensive experience in a high-growth global SaaS business and public company rigor. You will work closely with internal leaders across various departments. If you are within 30 miles of an Avetta office, a hybrid work schedule is available.

Requirements

• 3-5 years of direct applicable experience with time spent in FP&A, Operations Finance, and Revenue Operations within a SaaS company
• Working knowledge of SaaS Metrics, operational and productivity efficiency KPIs, sales comp governance, expense management, and resource planning
• Hands-on working experience with data management and BI Tools, including leading cross-functional digital implementation projects
• Strong business instincts, poised communicator, and not hesitant to voice point of view
• Operates at multiple altitudes, manage through ambiguity, complete projects end-to-end, and prioritize workload of team and self
• Problem solver, change agent and keen attention to detail, while balancing progress vs. perfection
• Maintains the highest ethical standards: integrity, credibility, and character
• Track record of maintaining strong relationships and communicating with a wide range of partners
• Demonstrated leadership experience, including managing and developing high-performing teams
• Knowledge of best practices and trends in FP&A within a SaaS or Subscription business

Responsibilities

• Drive forecasting, budgeting, and planning efforts of GTM function, ensuring transparent and achievable targets, alignment with overall company objectives, and assessment of risks and opportunities
• Develop driver-based models and financials plans, connecting Cash Billings, Network, and related top-line metrics, with resources required to deliver, productivity and efficiencies, while defining gold standard targets, identifying trends, opportunities to scale, and implementing strategic actions required
• Embed with business functions, serving as the Finance business partner, supporting with top-line forecasting/planning in combination with spend/resource management, development of action and comp plans focused on desired outcomes, while providing decision support and evaluation investments
• Conduct scenario analysis and sensitivity testing to assess risks and potential impact on financial outcomes
• Collaborate with cross-functional teams to develop, track, and support strategic initiatives, and roadmaps
• Define and implement key performance indicators (KPIs) and operational metrics to measure function specific performance
• Develop monthly, quarterly and annual reporting packages, with a focus on the underlying business reasons, drivers and storyline; lead review sessions, forecast refreshes, and annual planning
• Ensure transparent, accurate and efficient flow of information to various stakeholders by leveraging systems
• Lead planning, CRM, ERP, and Reporting system enhancements
• Develop, design, and plan Sales team structure, quotas, and governance of commissions

Preferred Qualifications

• Bachelor’s or higher degree in business, finance, or a related field
• Advanced certification such as CFA, CPA, or similar
• Strong familiarity with Marketing teams, managing a large volume of marketing spend and summarizing reporting on a large number of vendors and disparate spend
• Pride in analytical & financial modeling skills and enjoys tackling complex business problems and driving actionable recommendations

Benefits

• Health, dental and vision insurance
• 401(k)
• PTO
• Potential bonus
• Hybrid work schedule (if within 30 miles of an Avetta office)