Sr. Financial Analyst - Topline & GTM

Proofpoint•Sunnyvale, CA

About The Position

We are seeking a highly analytical, execution-focused Senior Financial Analyst to serve as the primary go-to FP&A partner for a Strategic Business Unit (BU). You will own and continuously improve the planning and reporting cycle for the BU, connecting Salesforce pipeline, GTM investments, and operational drivers to Topline outcomes (ARR, Bookings, Billings, Revenue). You’ll work cross-functionally with FP&A, Accounting, Product, Sales Ops, and BU General Managers to forecast, analyze, and influence the topline across short- and long-term horizons, including renewals and retention. This is a high-visibility role with opportunities to present executive insights and support enterprise-wide topline alignment across BUs.

Requirements

5+ years in FP&A, finance, or a comparable analytical role—SaaS experience strongly preferred.
BA/BS in Finance, Business, Economics (or commensurate experience).
Working knowledge of ASC 606 and revenue accounting principles (plus).
Proven ability to manage large datasets, navigate ambiguity, and translate analytics into clear recommendations.
Advanced Excel skills (pivot tables, INDEX/MATCH, nested formulas); strong data modeling and storytelling capabilities.

Nice To Haves

Experience with Salesforce, Adaptive Planning, RevPro, Power BI, and Microsoft 365 (plus).
Exceptional attention to detail, business judgment, and communication skills; comfortable presenting to senior leadership.

Responsibilities

Lead BU-level forecasting for ARR, Bookings, Billings, and Revenue, integrating Salesforce pipeline, GTM investments, and product/commercial plans.
Develop and maintain complex business and forecast models; identify leading indicators and track SaaS metrics (renewals, churn/retention, expansion, cohort behavior).
Perform variance analysis (plan vs. actuals) and driver-level insights to guide BU decisions.
Manage BU monthly/quarterly close, annual planning, quarterly re-forecast, and long-range planning processes.
Build dashboards and executive-ready reporting that reduce redundancy and surface actionable insights for leadership.
Support internal/external reporting and contribute to Board and CFO materials as needed.
Partner closely with FP&A BPs, Accounting (align on revenue recognition under ASC 606), Sales Operations (pipeline quality and conversion), Product (roadmap and monetization), and BU GMs (investment/prioritization).
Act as a key contributor to the Enterprise Topline, facilitating ad hoc analyses that connect insights across BUs (e.g., cross-sell, GTM investments, shared levers).
Design and refine scalable processes for topline reporting and forecasting across systems and teams.
Improve data hygiene, definitions, and metric consistency to support rapid growth and enterprise alignment.