Own our annual recurring revenue / GAAP revenue forecasting model. You will be the key partner in the maintenance and development of our revenue forecast models working with various stakeholders on planning and evaluating targets by geo, channel, product, etc. as the business changes including leading/assisting in building and iterating on revenue and related models in Workday Adaptive Planning.
Partner with Revenue Operations in maintaining full-funnel bottoms-up bookings forecasts, target setting, revenue planning, and capacity/productivity models.
Lead finance tracking and reporting of GTM KPIs such as ARR, bookings, retention, productivity, etc.
Act as a business partner with senior GTM leadership by providing budget guidance, setting and measuring achievable targets through the annual planning and budget process, rolling forecasts, sales efficiency reporting, and other ad-hoc items.
Communicate insights through reports, dashboards, and advanced analytics and build narratives and strategic recommendations to support key decision-making by working with data engineering/data science team to establish data sources that serve teams' business needs, identifying and advocating for process improvements and industry best practices (e.g., standard metric definitions).
Contribute to the preparation of quarterly BOD materials, weekly executive reporting, monthly budget vs actuals, and other ad-hoc reporting.
5+ years of experience in FP&A, corporate finance, or strategic finance in an operational role at a SaaS company with a subscription based revenue model. Previous experience with term license and/or consumption based models is a plus.
Advanced skills in Tableau and the ability to scope, create, and maintain dashboards in partnership with data engineering and science teams.
Ability to be flexible and work with ambiguous requirements by bringing direction, prioritization, timelines, and communication with stakeholders spanning all facets of the company.
Experience with Workday Adaptive Planning (our financial planning tool) a strong plus.
Previous experience working directly with senior business leaders as a partner and trusted advisor by providing actionable insights through persuasive writing, presentations, and communication.
Advanced financial and operational modeling skills in Excel and/or Google Sheets with the ability to analyze large datasets from multiple financial systems.
Understanding of operational processes, systems and data in multiple areas of Sales & operations; Forecasting, Pipeline management, Account Management, Sales performance etc.
Understanding of and experience working directly with Professional Services teams with capacity and revenue planning is preferred, but not required.
Previous experience working with, mentoring, and/or coaching employees with an interest in leveling up our team and shaping the why, what, and how of our work.