Sr Principal Finance Analyst – CSM Finance

Gen Digital•Tempe, AZ

13d

About The Position

Just like we want to empower our customers, it’s important at Gen that team members have the support they need to do their best work. This includes flexible working options with generous time off, and competitive benefits and compensation package. Diversity, equity, and inclusion are foundational to how we do business, and we strive to create safe, inclusive spaces where all employees are valued, respected, and celebrated for their individual differences and unique perspectives. Employment decisions are based on merit, experience, and business needs. Gen is an equal employment opportunity employer. About the Role: We are looking for a Sr Principal Finance Analyst who will share our passion to contribute to a better online world. As part of the CSM Finance team, we offer you an excellent opportunity to enrich our customers experience and improve retention results. In this role, you will support the Norton CSM team by ensuring guardrails exist for business models and that financial plans are fit-for-purpose. You will also contribute to regular forecast submissions, guiding stakeholders and leadership towards delivering Gen’s goals. You will support annual planning process, helping the team build robust plans to deliver against annual budgets. You will work cross-functionally across the business to ensure that we have an aligned plan and will guide on our overall gap closure activities. You will forecast the impact of our actions and analyze the results. You will use this knowledge to size and help prioritize retention initiatives.

Requirements

Highly developed interpersonal and communication skills, with the ability to communicate effectively with a wide range of people at different levels and from different cultures and backgrounds.
Advanced Excel skills, proven ability to work with data, experience utilizing SQL a plus.
Strong analytical skills and critical thinking, experience building complex financial models desired.
Data visualization skills, experience with tools such as Tableau preferred.
Ability to present a concise view of the business to senior leadership while gaining support and building consensus on strategy.
100% team player with excellent collaboration skills, flexibility, and a willingness to improve existing processes and performance.

Responsibilities

Analyze customer success metrics.
Build and maintain comprehensive dashboards and reporting frameworks to track key performance indicators across the customer success organization
Conduct deep-dive analyses to identify trends, opportunities, and risks within the CSM-led revenue streams
Provide actionable insights to leadership on customer cohort performance, unit economics, and ROI of customer success investments.
Develop weekly, quarterly, and annual forecasts for CSM-driven bookings.
Build sophisticated financial models to support scenario planning and sensitivity analyses
Partner with Customer Success leadership to translate go-to-market strategies into detailed financial plans
Own the bottoms-up forecast process for your business area, ensuring accuracy and alignment with top-down targets
Serve as a primary finance partner to Customer Success leadership, building trusted relationships and credibility
Participate in regular business reviews, strategic planning sessions, and operational meetings
Translate complex financial concepts into clear, actionable recommendations for non-finance stakeholders
Challenge assumptions and provide financial perspective on strategic initiatives and investments
Collaborate cross-functionally with Finance, Revenue Operations, and Product teams