Senior Financial Analyst (#18762)

DeWinter Group
San Francisco
19 Oct 2019
08 Nov 2019
Contract type
Full time

Our software client in San Francisco is in search of a self–directed and experienced Sr. Financial Analyst to provide actionable insights based on financial analysis, forecasting and detailed data review for a high growth global, recurring revenue technology company. The successful candidate will be responsible for managing the annual financial budgeting process, managing the monthly analysis of budget versus actual comparisons, monthly forecast updates, identifying key trends in the business, evaluating and proposing solutions to improve the financial and operating efficiency of the company, coordinating and collaborating with all functional areas of the organization to ensure the forecasts reflect business expectations from a bookings, revenue and operating expense perspective, performing ad hoc analysis and observations to aid senior leaders in making data driven business decisions, sharing insights and observations about business performance, profitability and expected outcomes.

Additionally, the Senior Financial Analyst will be responsible for timely and accurate production of financial data for reporting to management and the Board of Directors. The Sr. Financial Analyst will perform and prepare quantitative financial analysis on actual performance variances to provide meaningful insights on business performance. The Sr. Financial Analyst will develop financial models for budgeting, forecasting, M&A, pricing, ROI and other key performance metrics such as net revenue retention, ARR growth, CAGR's, churn rates, LTV/CAAC, average deal size, channel profitability and sales commissions. This is a fantastic opportunity for a professional who thrives in a busy workplace, and is well–versed in working closely with senior management, has the desire to work with a global company.

Key responsibilities:

  • Monitor the financial performance of the company through monthly financial reviews and financial reporting
  • Developing financial models for revenue performance and forecasting
  • Coordinating and managing the annual budgeting process
  • Monthly forecast updates based on actual results and expected trends
  • Preparing profitability analyses by segment, product and sales channel
  • Preparing statistical analysis on bookings and revenue
  • KPI calculations and monitoring against benchmarks
  • Pricing models and analysis
  • Financial modeling for M&A transactions
  • Cohort analysis for recurring revenue streams
  • Preparation of monthly board and investor reporting packages
  • Coordinating cash forecasting with the treasury team
  • Coordinating monthly forecast updates with functional leaders, accounting and management
  • Ad hoc analysis as required


  • Strong interpersonal skills
  • Impeccable attention to detail
  • Highly analytical
  • Self–motivated and self–directed
  • Organized, able to manage multiple priorities
  • Strong verbal and written communication skills
  • Ability to work cross–border and cross–functionally with ease
  • SEC or public company experience highly desired
  • BS in Finance, Accounting or Economics required, MBA a plus
  • Minimum 10+ years accounting experience, preferably 3+ years in investment banking
  • Power user of excel and financial modeling tools

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