Avetta - Houston, TX

posted 13 days ago

Full-time - Mid Level
Houston, TX
Professional, Scientific, and Technical Services

About the position

The Senior Financial Analyst, Revenue Planning & Analysis at Avetta plays a crucial role in the Financial Planning & Analysis team, focusing on delivering insights on key business metrics and influencing strategic decision-making. This position serves as a vital link between various departments, including Finance, Billing, Revenue Operations, and Business Intelligence, to enhance financial performance and operational efficiency through data-driven analysis and recommendations.

Responsibilities

  • Advance insights on vital business metrics (GRR, NRR, pipeline, conversion rates, flow, cohort growth, upsell/downsell, network density, like-for-like realized price increase, ASP, ARR)
  • Monitor key performance indicators (KPIs), identify gaps, trends, opportunities, and provide actionable insights
  • Create and present comprehensive reports/analysis on business results, outcomes, and emerging trends
  • Develop and sustain weekly/monthly/quarterly/annual dashboards, reports, and analyses, identifying business trends, root cause drivers, and communicating the story-line to Finance and Operations leadership
  • Calculate the impact of realized price increases, collaborate with GTM functions to develop pricing strategies and model scenarios
  • Serve as an SME and lead point of contact to internal partners for the singular source of truth, business metrics, and top-line results
  • Function as a multifaceted business analyst for various reporting, analytical, and modeling requirements
  • Prepare bookings/billings, revenue, and business metric forecasts (monthly/quarterly), annual plan, and variance analyses; and publish actual vs. forecast accuracy scorecards
  • Collaborate with Revenue Operations, Billings, Marketing, and Professional Service teams to gather and develop forecast, budget, and multi-year planning assumptions/drivers; assessing risk/upside
  • Analyze and model potential deals, expansions, churn, downsell, scenarios to determine outcomes
  • Support the development, implementation, and execution of planning and forecasting processes and planning framework
  • Play a key role in preparing Executive Management and BOD business reviews and reporting, including story-line on business results (the why)
  • Implement tools and technology to achieve efficient reporting, value-added sustainable change, and enable long-term growth, faster decision-making and timely insights
  • Play a key role in data projects end-to-end, from requirements documentation, data attainment, analysis, validation, and launch, including change management
  • Document, identify, propose and implement process enhancements and cross-functional workflows

Requirements

  • 5+ years in FP&A, Revenue Operations, Data Analysis, or Business Intelligence within a SaaS company
  • Bachelors degree in Accounting, Finance or a business management related field of study strongly preferred
  • Experience with SaaS metrics, revenue recognition, pricing, forecasting, and annual/multi-year planning
  • Proficiency in analysis and planning tools (Excel, Google Sheets, Adaptive Planning, OneStream)
  • Familiarity with SaaS business systems (e.g., Salesforce, Netsuite)
  • Experience with PowerBI/Tableau/self-service BI platforms; Snowflake and SQL knowledge is a plus
  • Working knowledge of SaaS revenue recognition
  • Strong analytical and financial modeling skills
  • Ability to present complex financial information to various audiences
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