Senior Strategic Financial Analyst
DataVisor · Mountain View, CA, United States
About The Role
Join our team as a Senior Strategic Financial Analyst, where you will play a crucial role in shaping our financial planning and reporting infrastructure. In this high-visibility position, you will act as a strategic partner to our GTM, R&D, and Operations leaders, and be responsible for defining and tracking key performance indicators, building financial models, and driving the annual budgeting and quarterly forecasting process. You will also serve as the financial partner to the Deal Desk and Sales Leadership, analyze sales compensation plans, and conduct deep-dive analyses on specific business questions. This is an exciting opportunity to make a significant impact on our company's growth and success.
- Act as a strategic partner to GTM, R&D, and Operations leaders, going beyond traditional reporting.
- Design and maintain a comprehensive set of SaaS metrics to track performance across Revenue, R&D, and Support.
- Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
- If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you
- Technical Stack:
- Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred
- Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus
- Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated
- Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies
- Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential
- Advanced proficiency in Excel (complex modeling) is required
- Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus
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