Senior Analyst, Corporate Finance

Financial Architecture, Planning & Systems

• Lead the corporate planning cadence across monthly and quarterly forecasts, AOP, MRP, LRP, and base / upside / downside scenarios, using driver-based sensitivities to pressure-test growth, burn, hiring, margin, liquidity, and financing needs for the ELT and Board.
• Build and own the company’s integrated three-statement operating model, anchored in NetSuite / GAAP actuals and driven by forward-looking assumptions for bookings, billings, revenue recognition, deferred revenue / RPO, headcount, opex, working capital, debt / interest, D&A, taxes, and equity assumptions.
• Own planning infrastructure, consolidation, and automation across the FP&A planning tool, NetSuite-to-planning actuals feed, S&M / R&D / G&A rollups, budget-owner KPIs and spend management, and AI-enabled workflows for reporting refreshes, variance commentary, forecast-risk flags, and the close-to-forecast process.

SaaS Performance, Benchmarking & Value Creation

• Own company-level SaaS metrics, executive dashboards, and performance narratives across ARR bridge, GRR / NRR, cohort retention and expansion, Rule of 40, burn multiple, Magic Number, CAC payback, LTV / CAC, gross and operating margin, cash conversion, and capital efficiency.
• Benchmark Pindrop against both public and private SaaS peer comps, identifying gaps and opportunities across growth durability, margin structure, GTM efficiency, retention, operating leverage, cash conversion, valuation drivers, and profitability progression.
• Partner with functional leaders and G&A partners to translate performance insights into concrete operating actions — headcount plans, compensation decisions, spend guardrails, productivity targets, resource allocation, forecast updates, and board-ready recommendations.

Investor Readiness and Capital Strategy

• Support investor relations, board, and corporate development workstreams, including quarterly investor updates, KPI packages, board materials, data-room preparation during fundraising (equity/debt), IPO readiness, or selective M&A or corporate development analyses as opportunities arise.
• Upgrade the cash and runway model, connecting operating forecasts to liquidity, burn, financing needs, and the path toward efficient Rule of 40-caliber growth; help evolve cash flow and working capital forecasting as the Company scales.
• Build a practical capital allocation framework to help leadership compare investment opportunities across GTM, R&D, Product, G&A, and the balance sheet, using ARR impact, payback, margin, cash burn, risk, and strategic priority to drive funding, reallocation, and stop/go decisions.

Requirements

• Bachelor’s degree in Finance/Economics, Data Science, or equivalent experience.
• 7-10 years of progressive finance experience, including 2+ years in investment banking or growth equity and significant corporate finance experience at a high-growth B2B SaaS or enterprise software company.
• Strong corporate finance modeling foundation with advanced Excel and Google Sheets skills.
• Solid GAAP and NetSuite knowledge.
• Proven ownership of planning infrastructure end-to-end — including AOP, medium-/long-range planning, scenario and sensitivity analysis, FP&A/ERP systems, dashboards, and executive-ready reporting.
• Hands-on proficiency in AI-enabled workflows, SQL/BI tools, and reporting automation.
• Experience with board/investor reporting, capital allocation/liquidity events (strongly preferred), including IPO readiness, M&A, and private fundraising; corporate development exposure and G&A business partnering a plus.

Nice-to-Haves

• Growth mindset and bias for action; enjoys creating processes and infrastructure from the ground up.
• AI fluency and agentic tools (e.g., Claude) to automate the rote and multiply output.
• Trusted advisor to the business with cross-functional empathy.
• Self-starting, independent logical thinker comfortable operating in ambiguity.
• Exceptional communicator who turns complex financials into crisp, investor- and board-grade narratives.
• Comfortable presenting to executive teams and aspiring to take on an active role in building a path to IPO.