# Principal Financial Analyst, Revenue Forecasting

**Company:** [RSA](https://hotfix.jobs/companies/rsa)
**Location:** Burlington, MA
**Role:** Finance & Accounting
**Salary:** $135k – $200k/yr
**Experience:** 9+ years
**Skills:** Excel, Financial Modeling, Tableau, Power BI, onestream, anaplan, workday adaptive planning, Salesforce, clari, saas revenue metrics, arr, Revenue Forecasting, scenario modeling, financial planning & analysis, Revenue Recognition
**Posted:** 2026-08-11

> 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.

## Job Description

## 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.

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