Senior Financial Analyst, Revenue Planning & Analysis

Avetta - Houston, TX

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