Sr. Financial Analyst, Commercial Finance

Innovation Associates • Binghamton, NY

2d

About The Position

The Senior Financial Analyst, Revenue & Commercial Finance is the embedded finance partner to Sales, Marketing, and Commercial leadership — owning the revenue forecast, bookings and pipeline analytics, and the metrics that define iA's recurring-revenue business. This role translates deal-level and pipeline detail into the forecasts, margin insight, and board-ready commentary that inform iA's growth strategy, and works in close partnership with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking
• SaaS, subscription, or recurring-revenue business experience strongly preferred
• Advanced Excel and financial modeling skills
• Hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool
• Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts
• Strong business partnering skills — able to translate financial concepts for Sales and Marketing stakeholders and hold a credible point of view in cross-functional discussions
• Demonstrated ability to operate with speed and precision, metrics-driven environment; comfort with ambiguity and evolving reporting requirements
• Applicants must be authorized to work for ANY employer in the U.S.
• Employer will not sponsor applicants for work visas.

Nice To Haves

• MBA or CFA a plus
• Excellent written and verbal communication skills
• Experience preparing content for senior leadership or board-level audiences

Responsibilities

• Maintain a rolling view of new bookings, renewals, and expansion vs. plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
• Flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A.
• Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions.
• Own the actual-vs-forecast variance narrative for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership.
• Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel.
• Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model.
• Build cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready.
• Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.
• Support the Consumables program's pricing strategy with financial analysis — margin impact, elasticity, and competitive positioning — as the program partners with Sales, Legal, and Procurement.
• Quantify the revenue and margin impact of proposed pricing or contract-term changes ahead of Consumables/Sales/Legal/Procurement decisions.
• Maintain visibility into consumables revenue and margin trends tied to the installed automation base.
• Serve as the embedded finance voice in weekly pipeline and forecast reviews with Sales leadership.
• Support commission calculations and payout accuracy in partnership with Sales Ops/HR/Payroll.
• Provide financial input on quota-setting, territory design, and comp plan design; model the cost and behavioral impact of proposed plan changes before rollout.
• Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.
• Analyze gross margin by product line, customer segment, and contract type; identify cost-to-serve drivers and margin erosion.
• Partner with Operations and Product finance counterparts on cost inputs affecting deal-level and portfolio profitability.

Benefits

• Generous time off policy that allows you to put your family first
• Opportunity to work on the cutting edge of pharmacy automation in a high growth tech company
• Competitive benefits, salary, and talent development opportunities
• Commitment to professional development and working for a company where your voice is heard

What This Job Offers

• Job Type: Full-time
• Career Level: Senior