About The Position

We are seeking a Senior Financial Analyst to own revenue forecasting accuracy and timing in a sales-led environment. This position will report to the VP of FP&A. This role is a senior, hands-on position responsible for translating contracts, customer forecasts, and implementation timelines into reliable, executive-ready revenue projections. The ideal candidate will operate with independent judgment, partner confidently with Sales and Executive Leadership, and require minimal oversight to provide scalable, reliable revenue insights.

Requirements

  • Strong fluency in revenue recognition concepts and the ability to translate accounting rules into forecasting logic.
  • Expertise in financial modeling and the ability to refine forecasting assumptions independently.
  • Excellent communication skills with the ability to present complex data to executive leadership.
  • Proven ability to partner effectively across teams (Sales, Implementation, Finance) without slowing deal velocity.
  • Independent judgment with the confidence to push back on unrealistic assumptions or forecasts.
  • A bias toward action and automation to reduce manual effort and executive involvement.
  • Resilience and the ability to remain calm under pressure during periods of high volatility or ad-hoc requests.
  • Bachelor’s degree in Finance or Economics.
  • 5+ years of experience in revenue forecasting, FP&A, or finance roles supporting sales-led organizations.
  • Demonstrated experience owning forecasts presented to executive leadership.
  • Proven track record of reducing executive involvement through strong ownership and communication.

Nice To Haves

  • Advanced Excel Automation: Proficiency in using Power Query, VBA, or SQL integration within Excel to streamline data processing.
  • Data Visualization: Experience with Power BI for creating advanced dashboards and reporting.
  • Financial Planning Tools: Hands-on experience with Planful or similar enterprise-grade FP&A platforms.

Responsibilities

  • Take full ownership of revenue forecasting accuracy and timing, specifically regarding net new customer revenue.
  • Proactively identify and communicate revenue timing shifts across periods, providing real-time updates as conditions change.
  • Translate sales contracts, deal structures, and implementation timelines into credible revenue projections.
  • Prepare executive-ready forecast updates that clearly explain changes, the reasoning behind them, and future implications.
  • Collaborate closely with Sales and Implementation teams to understand pipelines and assess delivery timelines.
  • Continuously improve and automate revenue forecasting models and standardized processes.
  • Act as the primary point of view on revenue timing, bringing recommendations rather than questions to leadership.
  • Support month-end and quarter-end processes as they relate to revenue timing.
  • Respond confidently to ad-hoc executive or board forecast requests.

Benefits

  • In addition to challenging and meaningful work, you will have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career.
  • Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities, and your benefits.
  • And our culture of innovation means your ideas on how to improve our business and our clients will be heard.
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