Sr. Financial Analyst - Topline & GTM

Proofpoint•Sunnyvale, CA

About The Position

About Us: Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple: safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people. How We Work: At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values: Bold in how we dream and innovate Responsive to feedback, challenges and opportunities Accountable for results and best in class outcomes Visionary in future focused problem-solving Exceptional in execution and impact The Role 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).
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.
Exceptional attention to detail, business judgment, and communication skills; comfortable presenting to senior leadership.

Nice To Haves

Working knowledge of ASC 606 and revenue accounting principles (plus).
Experience with Salesforce, Adaptive Planning, RevPro, Power BI, and Microsoft 365 (plus).

Responsibilities

Topline Ownership & Forecasting 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.
Planning & Reporting 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.
Cross-Functional Partnerships 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).
Process & Scale 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.