Financial Analyst, Senior

o9 Solutions, Inc.•Dallas, VT

15d•$84,897 - $116,733

About The Position

At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster. This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T-Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains. Senior Financial Analyst We seek a talented, analytical, and operational-minded Senior Financial Analyst to join our team. In this role, your primary scope will be driving the operational execution, financial modeling, and data-driven analysis across our entire Go-To-Market (GTM) and Services portfolios, spanning Sales, Marketing, Client Success, and Professional Services. You will serve as the core analytical engine of the team, owning vital financial rhythms including monthly close support, annual budgeting, rolling forecasting, and regular operating analysis. You will deliver the precise insights, variance tracking, and reporting required to shape key corporate decisions.

Requirements

4–6 years of progressive experience in corporate finance, FP&A, or strategic sales/revenue operations.
General knowledge of accounting, financial, and operational principles, with exposure to Enterprise SaaS, Gross Margin mechanics, and software/professional services revenue structures.
Advanced Excel skills with a proven ability to independently develop dynamic, detailed bottoms-up financial models and reports.
Proficiency in PowerPoint or Google Workspace to build clean, insightful collateral; familiarity with BI tools, CRM systems (Salesforce), or SQL is a plus.
Bachelor’s degree in Finance, Economics, Business, or a related analytical field.
Superior attention to detail, a strong problem-solving mindset, and the ability to manage multiple competing priorities in a fast-paced environment.

Responsibilities

Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing.
Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner.
Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses. Proactively pinpoint trends, risks, and operational opportunities for improvement.
Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently.
Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.
Create and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure Gross Margins align with long-term profitability targets.
Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews.