Principal Financial Analyst, Revenue Forecasting

RSA Security•Burlington, MA

2d•$135,000 - $200,000•Onsite

About The Position

This role is responsible for owning the end-to-end revenue forecasting process across new business, renewals, and expansion, including monthly, quarterly, and annual forecast cycles. The Principal Financial Analyst will build and maintain revenue models by product line, segment, and geography, incorporating pipeline data, historical trends, and seasonality. This position requires partnering with Sales and Revenue Operations to understand pipeline health, deal timing, and conversion assumptions feeding the forecast. The analyst will also analyze forecast accuracy over time, identify drivers of variance, and refine methodology to improve predictive reliability. Development and maintenance of reporting packages and dashboards for FP&A and executive leadership visibility into revenue trends, risks, and opportunities are key. The role involves leading monthly and quarterly revenue forecast reviews, presenting outlook, key drivers, and risk factors. Support for annual operating plan and long-range planning processes with revenue scenario modeling, and partnership with Accounting on revenue recognition questions and reconciliation between forecast and actuals are also expected. Ad hoc analysis and scenario planning for senior Finance and executive stakeholders, as well as support for additional reporting needs like Management & Lender Reporting and MD&A, are part of the responsibilities.

Requirements

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

Nice To Haves

MBA a plus

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 (e.g., new product launches, pricing changes, market shifts) for senior Finance and executive stakeholders
Support additional reporting needs as required, including Management & Lender Reporting and MD&A (Management's Discussion & Analysis) requirement