Analyst, Strategic Finance and Reporting

Job Mobz•San Francisco, CA

17h

About The Position

Our client 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.

Requirements

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.)
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

Nice To Haves

Experience with CRM platforms (Salesforce) and data warehousing tools (e.g., Redshift) preferred

Responsibilities

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