Senior Financial Analyst - Sales Planning & Forecasting

Senior Financial Analyst - Sales Planning & Forecasting

• Team: Finance and Operations
• Location: US-MA-Natick
• Salary Range: USD 103,500 - 160,500

• Lead significant components of the annual sales capacity planning and related top-line forecasting processes
• Design and refine forecasting frameworks, assumptions, and scenarios to improve accuracy, transparency, and decision usefulness.
• Analyze actual results versus plan from multiple perspectives and clearly articulate drivers, risks, and opportunities.

• Develop forward-looking insights across key revenue and business metrics (e.g., ARR, customer trends, renewals, churn, growth drivers).
• Frame analyses with potential counter measures, enabling leadership to make informed decisions.
• Identify emerging trends and proactively bring insights to FP&A leadership and business partners.
• Proactively identify and drive improvements in forecasting accuracy, automation, data quality, and FP&A processes.

• Build, own, and maintain complex financial models supporting scenario planning, sensitivity analysis, and strategic decision-making.
• Improve existing models by introducing new techniques, enhancing structure, and increasing scalability and usability.
• Leverage tools such as Anaplan, Snowflake, SQL, Excel, and other analytics platforms to gather data, automate recurring analysis, and support planning and reporting needs.
• Partner with technical data warehouse and analytics teams to define data requirements, validate source data, troubleshoot data issues, and translate business needs into practical reporting and automation solutions.
• Develop efficient, repeatable approaches for data gathering, transformation, and reconciliation to reduce manual effort and improve consistency across planning and forecast processes.

• Present insights, recommendations, and scenarios directly to senior and executive leadership.
• Act as a business partner to Sales Operations, data warehouse teams, and other cross-functional groups to gather inputs, validate assumptions, and ensure models and analyses reflect underlying business drivers and available source data.
• Communicate effectively with both finance and technical audiences, including the ability to ask informed questions about data structures, source systems, and automation opportunities.
• Translate complex data into clear narratives that resonate with financial and non‑financial audiences.

• A bachelor's degree and 6 years of professional work experience (or a master's degree and 3 years of professional work experience, or equivalent experience) is required.
• Visa sponsorship will not be provided for this position.
• Candidates for this position must be authorized to work in the United States on a full-time basis for any employer without restriction.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 6+ years of experience in FP&A or related finance roles, preferably in a SaaS or technology environment in a multi-national or Global company.
• Experience with sales quota planning, and/or other top line planning & analysis work
• Proven ability to operate independently, manage ambiguity, and influence decisions through analysis
• Strong financial modeling, analytical, problem-solving, and data interpretation skills.
• Experience with planning, data, and analytics tools such as Anaplan, Snowflake, SQL, Power BI, and Excel; ability to work with technical partners to access, validate, and automate data sources is strongly preferred.
• Clear and confident communicator with experience presenting to senior stakeholders.