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DataVisorDataVisorMountain View, CA

Senior Strategic Financial Analyst

Senior Strategic Financial Analyst building SaaS financial planning infrastructure and serving as GTM finance partner. Requires 5+ years in FP&A/Strategic Finance, Salesforce expertise, and advanced Excel modeling skills.

100k – 130k
On-site5+ YOEFinance & Accounting

About the role

Key Responsibilities

Strategic Planning & Metric Architecture

  • Design and maintain a comprehensive set of SaaS metrics (ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support
  • Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity
  • Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process

GTM Operations & Deal Desk Partnership

  • Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications
  • Analyze the ROI of sales compensation plans and GTM organizational structure
  • Conduct deep-dive analyses on specific business questions (new market entry, product margin analysis) to support executive decision-making

Systems, Data Governance & Process Improvement

  • Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools)
  • Define the "source of truth" for sales data and implement quality controls for booking and revenue data
  • Develop standardized operating procedures (SOPs) for financial analysis to move from ad-hoc reporting to scalable, automated frameworks

Requirements

  • 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations with strong analytics experience
  • Prior experience in Enterprise SaaS company; private equity or investment banking experience preferred
  • Advanced proficiency in Excel (complex modeling) required
  • Strong familiarity with Salesforce (reporting, dashboards, object relationships) essential
  • Experience with BI tools (Tableau, Power BI, Looker, Python) and Planning tools (Anaplan, Adaptive Insights) is a major plus
  • Bachelor's degree in Finance, Math, Accounting, Economics, or related quantitative field; MBA or master's degree a plus
  • Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders
  • Strong communication, writing, collaboration, and self-motivation skills

Compensation & Benefits

  • Base Salary Range: $100K - $130K per year
  • Equity
  • Benefits

Skills

ExcelSalesforceTableauPower BILookerPythonAnaplanAdaptive InsightsFinancial ModelingFP&A
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