Senior Strategic Financial Analyst

DataVisor•Mountain View, CA

7h•$100,000 - $130,000

About The Position

DataVisor is seeking a data-driven and operationally minded Senior Strategic Financial Analyst to be a key architect of their financial planning and reporting infrastructure. This high-visibility role involves acting as a strategic partner to GTM, R&D, and Operations leaders, going beyond traditional reporting. The analyst will track numbers, define tracking methodologies, and bridge the gap between CRM (Salesforce) and Finance systems to ensure data integrity. The ideal candidate is a proactive problem-solver with 5+ years of experience, skilled in building models, optimizing deal structures, and uncovering insights to drive revenue efficiency.

Requirements

5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
Advanced proficiency in Excel (complex modeling) is required.
Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field.
Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product).
Strong communication skills and excellent writing skills.
Strong team collaborator, self driven and motivated.

Nice To Haves

Prior experience in Enterprise SaaS company.
Prior private equity or investment banking experience preferred.
Experience with BI tools (e.g. Tableau, Power BI, Looker, Python).
Experience with Planning tools (e.g. Anaplan, Adaptive Insights).
MBA or master degree is a plus.

Responsibilities

Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure.
Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
Define the "source of truth" for sales data and implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.