Senior Financial Analyst

TekWissen • San Francisco, CA

5d • Hybrid

About The Position

We're looking for a Senior Financial Analyst to join our Commercial FP&A team, with a focus on partnering with the Sales organization. This is a high-impact, highly visible role that will drive sales forecasting, performance analysis, and strategic decision-making across the go-to-market organization. You'll work closely with Sales, RevOps, and senior leadership to help scale revenue efficiently and profitably.

Requirements

• 3+ years of experience in FP&A, Sales/Revenue Finance, or a related analytical field, preferably in a SaaS or technology environment.
• Solid understanding of financial concepts, forecasting, budgeting, and variance analysis.
• Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
• Strong interpersonal, collaboration, and communication skills, able to work with both finance and non-finance stakeholders.
• Proficient in Excel, financial modeling, and data visualization; experience with Adaptive Insights, Salesforce, Tableau, or similar tools is a plus.
• BA/BS in Finance, Accounting, Economics, or related field.
• Advanced Excel skills and experience with large datasets.
• Comfort working with large datasets and presenting findings to a variety of audiences.
• Experience partnering with commercial teams in a SaaS or technology company.
• Familiarity with Anaplan, Salesforce, Workday, and Tableau is a plus.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple projects in a fast-paced environment.
• Experience partnering with non-finance stakeholders to drive accountability.

Nice To Haves

• Prior exposure to pipeline analysis, pricing strategy, or go-to-market finance support.
• Understanding of SaaS business models and forecasting.
• Experience in AdTech, headcount planning, or commission forecasting.
• Proactive mindset with strong ownership and accountability.

Responsibilities

• Partner with Commercial, Sales, and Go-To-Market teams to deliver analyses, budgeting, forecasting, and ad hoc support that drive strategic decisions.
• Develop and maintain financial models and dashboards to support business performance tracking and improvement initiatives.
• Provide insights, recommendations, and regular reporting on pipeline, bookings and sales performance, working closely with business partners.
• Support annual planning, quarterly business reviews, and monthly close processes, ensuring strong financial rigor and accuracy.
• Assist in shaping business cases for new commercial initiatives, pricing, and product launches.
• Collaborate cross-functionally with leaders in the FP&A, Sales Finance, Corporate Finance, Revenue Operations, and Accounting teams.
• Support senior finance leadership in understanding key business drivers and providing value-added analytics.
• Foster an environment of process improvement by identifying and implementing automation and efficiency opportunities.

What This Job Offers

• Career Level: Senior