Principal Financial Analyst

OutSystems•Boston, MA
•$149,600 - $182,160

About The Position

The Principal Financial Analyst, GTM is a senior individual contributor on OutSystems’ GTM Finance team, reporting to FP&A GTM Leadership. The role serves as an expert on complex go-to-market financial questions and develops the models, analyses, and frameworks that Sales, Marketing, and Revenue Operations use to make investment and capacity decisions. It carries significant influence but no formal people-management responsibility. The analyst sets the team’s analytical standards, leads high-stakes projects, and works closely with the Director and the team to translate strategy into executable financial plans. The position supports bookings and net ARR forecasting, develops and maintains ARR driver models, pipeline analytics, and customer lifetime value frameworks, and builds scenario models for campaigns, channel investments, and sales coverage decisions. It leads GTM variance analysis, owns the commissions and sales compensation model, and directs global quota-capacity modeling and territory-planning analysis. The role also designs KPI frameworks and dashboards, prepares financial analyses and executive materials, champions automation and advanced analytics, and leads cross-functional projects such as planning-platform migration work in Pigment. OutSystems describes itself as a global AI Development Platform company with more than 1,700 employees, offices in multiple countries, and a worldwide community of remote employees. Its stated values are Trust, Customer Success, Innovation, and Alignment. The company highlights professional development and internal mobility programs, an inclusive culture, and equal employment opportunity.

Requirements

  • Deep command of SaaS and GTM metrics, including ARR, NRR, CAC, LTV, quota-capacity modeling, pipeline conversion, and unit economics.
  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • At least 7 years of progressive experience in FP&A, GTM finance, or sales finance, including significant senior analytical or project-leadership work.
  • Proven experience supporting Sales, Marketing, or Revenue Operations in a SaaS or subscription software business.
  • Expert financial modeling ability and skill in turning complex business dynamics into clear, executive-ready insights.
  • Strong communication skills and ability to influence senior stakeholders and explain financial narratives to non-finance audiences.
  • Hands-on experience with EPM and planning tools such as Pigment or Anaplan, or equivalent.
  • Experience with CRM and GTM tools such as Salesforce, Clari, or Xactly, or comparable tools.
  • Advanced proficiency with BI and data tools such as Power BI, Tableau, or advanced Excel.

Nice To Haves

  • MBA or CPA.
  • Experience driving a financial planning platform migration.
  • Experience preparing Board-level materials and presenting to CFO or executive leadership.
  • Experience operating in a multi-currency, global SaaS environment.

Responsibilities

  • Support Sales bookings and net ARR forecasts, reconcile forecasts with Sales Operations and Clari calls, and explain variances to plan.
  • Design and maintain ARR driver models, pipeline analytics, and customer lifetime value frameworks connecting GTM activity to multi-year revenue outcomes.
  • Build and stress-test scenario models for campaigns, channel investments, and sales coverage changes, and recommend expected returns and risks.
  • Lead variance analysis on GTM performance and provide forward-looking commentary on performance drivers and recommended actions.
  • Own the commissions and sales compensation model, including plan-design support, cost forecasting, and accrual alignment with Accounting.
  • Lead global quota-capacity modeling across roles and regions, using sales productivity benchmarks and market coverage analysis to inform headcount and territory decisions.
  • Partner with Sales Operations to improve planning precision and use AI-enabled analytics to shorten planning cycles.
  • Design and own dashboards and KPI frameworks for ARR growth, margin expansion, and sales productivity, and drive their adoption across GTM leadership.
  • Prepare and present monthly, quarterly, and annual GTM financial analyses and contribute materials for CFO, executive, and Board reviews.
  • Champion automation and advanced analytics, including agentic tools and process automation, to reduce manual work and improve data quality.
  • Lead cross-functional finance projects, including planning-platform migration work in Pigment, from scoping through delivery.
  • Set GTM Finance modeling and analytical standards, review complex work, and mentor analysts on storytelling and business judgment without formal people-management responsibility.
  • Contribute to Finance’s AI-enabled ways of working by standardizing repeatable analysis and reusable model templates.

Benefits

  • Professional Development Fund.
  • Internal Mobility Program.
  • Structured professional development programs and growth opportunities.
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