Analyst, Strategic Finance and Reporting (Remote)
Job Mobz San Francisco, California, United States
Staffing and Recruiting · 201-500 employees
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About the role
The analyst will build and maintain revenue and churn forecasting models while integrating data from various sources to provide actionable insights. They will also collaborate with cross-functional teams to support budgeting, goal-setting, and the optimization of reporting workflows.
What they look for
Requirements
Candidates should have 2–4 years of experience in Go-to-Market analytics or sales forecasting, preferably within a SaaS environment. Proficiency in SQL, Salesforce, and advanced Excel or Google Sheets is required to perform complex financial modeling and data analysis.
Full description
Company Description
Employer.com is seeking a highly analytical and detail-oriented Analyst, Strategic Finance and Reporting to support key strategic initiatives through actionable insights, reliable forecasting, and deep analytical work. This role plays a critical part in driving business growth and cost efficiency by delivering accurate revenue, expense, and churn forecasts.
In this role, you’ll work closely with cross-functional partners across Sales, Marketing, Finance, People Operations, and Operations to ensure the accuracy and integrity of customer and revenue data. You’ll leverage tools such as Salesforce, SQL, and Excel/Google Sheets to build, maintain, and optimize revenue and performance reporting, while identifying and explaining budget-to-actual variances.
If you thrive in fast-paced, data-driven environments and enjoy working at the intersection of analytics, forecasting, and business strategy, this role offers an opportunity to make a meaningful impact.
Job Description
Revenue & Churn Forecasting
- Build, refine, and maintain revenue and churn forecasting models, adapting them based on market conditions, business needs, and evolving data trends
- Continuously improve forecasting methodologies to enhance accuracy and predictability
- Conduct variance analysis between forecasts and actuals, and deliver actionable insights to stakeholders
Data Integration & Analytics
- Integrate data from Salesforce, Redshift, Tableau, and other sources to ensure reliable inputs for forecasting and reporting
- Partner with Sales, Marketing, Finance, and Operations teams to gather, validate, and align data for decision-making
- Perform deep-dive analyses to uncover trends, anomalies, and root causes
Reporting & Decision Support
- Develop and maintain dashboards and reports tracking GTM KPIs, sales performance, and revenue and cost trends (e.g., ARPU, Gross Margin, LTV, headcount costs, OpEx)
- Present key insights, forecasts, and recommendations clearly to senior stakeholders
- Support budgeting, goal-setting, and revenue growth initiatives through data-driven guidance
Process Optimization & Data Quality
- Maintain high standards for data accuracy, governance, and integrity across reporting and analytics
- Identify opportunities to streamline reporting, automate workflows, and improve analytical efficiency
- Act as a subject matter expert in forecasting methodologies, reporting best practices, and analytics tools
Qualifications
- 2–4 years of experience in Go-to-Market Analytics, Sales Forecasting, or Sales Performance & Reporting, ideally within a SaaS environment
- Hands-on experience with sales forecasting, financial modeling, budget-to-actual variance analysis, and revenue reporting
- Advanced proficiency in Excel or Google Sheets (complex formulas, pivot tables, etc.)
- Experience with CRM platforms (Salesforce) and data warehousing tools (e.g., Redshift) preferred
- Strong SQL skills for data extraction, transformation, and analysis
- Excellent analytical and problem-solving skills with strong attention to detail
- Ability to communicate complex insights to both technical and non-technical audiences
- Comfortable operating in fast-paced, high-growth environments
Additional Information
All your information will be kept confidential according to EEO guidelines.