Skip to content
RSARSABurlington, MA

Principal Financial Analyst, Revenue Forecasting

Leads end-to-end revenue forecasting across new business, renewals, and expansion, building models and executive reporting to improve forecast reliability. Requires a bachelor's degree and 6–9 years of FP&A, revenue analysis, or financial forecasting experience, ideally in B2B SaaS or technology.

135k – 200k/yr
On-site9+ YOEFinance & Accounting

About the role

Responsibilities

  • Own the end-to-end revenue forecasting process across new business, renewals, and expansion, including monthly, quarterly, and annual forecast cycles.
  • Build and maintain revenue models by product line, segment, and geography, incorporating pipeline data, historical trends, and seasonality.
  • Partner with Sales and Revenue Operations to understand pipeline health, deal timing, and conversion assumptions feeding the forecast.
  • Analyze forecast accuracy over time, identify drivers of variance, and refine methodology to improve predictive reliability.
  • Develop and maintain reporting packages and dashboards that give FP&A and executive leadership visibility into revenue trends, risks, and opportunities.
  • Lead monthly and quarterly revenue forecast reviews with FP&A and GTM leadership, presenting outlook, key drivers, and risk factors.
  • Support annual operating plan and long-range planning processes with revenue scenario modeling.
  • Partner with Accounting on revenue recognition questions and reconciliation between forecast and actuals.
  • Support ad hoc analysis and scenario planning for new product launches, pricing changes, and market shifts.
  • Support additional reporting needs, including Management & Lender Reporting and MD&A requirements.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA is a plus.
  • 6–9 years of experience in FP&A, revenue analysis, or financial forecasting, ideally in a B2B SaaS or technology environment.
  • Advanced Excel and financial modeling skills.
  • Strong experience with business intelligence tools such as Tableau or Power BI.
  • Experience with financial planning systems such as OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning.
  • Experience with CRM and GTM systems such as Salesforce or Clari.
  • Strong understanding of SaaS revenue metrics, including ARR, churn, and bookings-to-revenue conversion.
  • Ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders.
  • Excellent communication and presentation skills, including experience presenting to VP/SVP-level leadership.
  • Strong analytical rigor, sound business judgment, and comfort navigating ambiguity.
  • Track record of driving process improvement and standardization across the finance function.

Compensation & Benefits

  • Annual discretionary bonuses for eligible full-time, non-Sales US employees, funded based on prior-year company performance.
  • Comprehensive benefits including flexible paid time off, health, disability, and life insurance.
  • 401(k) retirement plan with company matching contributions.

Skills

ExcelFinancial ModelingTableauPower BIonestreamanaplanworkday adaptive planningSalesforceclarisaas revenue metricsarrRevenue Forecastingscenario modelingfinancial planning & analysisRevenue Recognition

Similar roles

Finance & Accounting jobs
RSA

Principal Financial Analyst, GTM Expense Management

RSABurlington, MA

Leads FP&A and expense management for GTM functions, owning budgets, forecasts, reporting, variance analysis, and cost-efficiency initiatives. Requires a finance-related bachelor’s degree, 6–9 years of relevant experience, advanced modeling skills, and strong stakeholder communication.

135k – 200k/yrOn-site6+ YOEFinance & Accounting
Cloudflare

Principal Finance Partner, Revenue & Strategic Modeling

CloudflareSan Francisco, CA +2

Own and advance the company's revenue forecast model as an IC finance leader. Architect models, automate forecasting with AI tooling, and deliver executive insights on topline metrics.

163k – 259k/yrHybrid10+ YOEFinance & Accounting
Crux

Principal, Tax Credit Advisory

CruxUnited States

Leads review and underwriting of renewable energy tax credit transactions, ensures regulatory compliance, assesses risks, and builds relationships with major buyers to facilitate clean energy financing deals. Requires 8-12+ years in financial services or renewables with deep tax credit expertise.

300k – 500k/yrRemote8+ YOEFinance & Accounting
Alpaca

Financial Operations Principal

AlpacaUnited States

Oversee financial and operational compliance for a self-clearing broker-dealer, including FOCUS reporting, net capital monitoring under SEC Rules 15c3-1/3, regulatory filings, internal controls, audits, and advising on capital strategies. Requires active Series 27 license, 7+ years experience, and bachelor's in Accounting/Finance.

Salary not listedRemote7+ YOEFinance & Accounting
Granica

Head of Finance — Strategic Finance & Corporate Development

GranicaSan Francisco, CA

Founding Head of Finance to lead capital strategy, FP&A, and performance systems for a high-growth AI infrastructure startup. Requires experience raising $50M+ rounds and scaling from Series B to IPO.

140k – 180k/yrOn-site10+ YOEFinance & Accounting