Senior Financial Analyst, Financial Planning & Analysis

SUMMARY

Avetta is seeking a high energy and dynamic Sr. Financial Analyst, Financial Planning & Analysis to lead Sales & Marketing reporting, analysis, and planning. The role will use data to deliver actionable insights, collaboration with partners to understand business drivers, and relationships to deliver outcomes that help Avetta scale and ultimately deliver value to shareholders.

This role will partner with Avetta’s Sales & Marketing business leaders to develop strategic targets, track progress vs. goals, monitor lagging and leading indicators, provide actionable insights and decision support, and deliver balanced budget & forecasts. This is a high impact, high visibility position working closely with internal leaders across Sales, Marketing, Sales Support, and Revenue Operations.

The candidate will have extensive experience in a high-growth global SaaS business and operated in an environment with public company rigor. The candidate will have a demonstrated track record in partnering with business leaders, data driven decision making, scaling global businesses, systematizing reporting and planning, developing driver-based models, and process improvement. If you reside within 30 miles of an Avetta office, you will follow a hybrid work schedule.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Forecasting, Budgeting & Long-Range Planning:
  • Drive forecasting, budgeting, and planning efforts of GTM function, ensuring transparent and achievable targets, alignment with overall company objectives, and assessment of risks and opportunities
  • Develop driver-based models and financials plans, connecting Cash Billings, Network, and related top-line metrics, with resources required to deliver, productivity and efficiencies, while defining gold standard targets, identifying trends, opportunities to scale, and implementing strategic actions required
  • Embed with business functions, serving as the Finance business partner, supporting with top-line forecasting/planning in combination with spend/resource management, development of action and comp plans focused on desired outcomes, while providing decision support and evaluation investments 
  • Conduct scenario analysis and sensitivity testing to assess risks and potential impact on financial outcomes
  • Collaborate with cross-functional teams to develop, track, and support strategic initiatives, and roadmaps
• Financial Analysis, Metrics & Reporting:
  • Define and implement key performance indicators (KPIs) and operational metrics to measure function specific performance
  • Develop monthly, quarterly and annual reporting packages, with a focus on the underlying business reasons, drivers and storyline; lead review sessions, forecast refreshes, and annual planning
  • Ensure transparent, accurate and efficient flow of information to various stakeholders by leveraging systems
  • Lead planning, CRM, ERP, and Reporting system enhancements
  • Develop, design, and plan Sales team structure, quotas, and governance of commissions

IDEAL EXPERIENCE:

• 3-5 years of direct applicable experience with time spent in FP&A, Operations Finance, and Revenue Operations within a SaaS company
• Working knowledge of SaaS Metrics, operational and productivity efficiency KPIs, sales comp governance, expense management, and resource planning
• Strong familiarity with Marketing teams, managing a large volume of marketing spend and summarizing reporting on a large number of vendors and disparate spend
• Hands-on working experience with data management and BI Tools, including leading cross-functional digital implementation projects
• Pride in analytical & financial modeling skills and enjoys tackling complex business problems and driving actionable recommendations
• Strong business instincts, poised communicator, and not hesitant to voice point of view
• Operates at multiple altitudes, manage through ambiguity, complete projects end-to-end, and prioritize workload of team and self
• Problem solver, change agent and keen attention to detail, while balancing progress vs. perfection
• Maintains the highest ethical standards: integrity, credibility, and character
• Track record of maintaining strong relationships and communicating with a wide range of partners
• Demonstrated leadership experience, including managing and developing high-performing teams
• Knowledge of best practices and trends in FP&A within a SaaS or Subscription business

IDEAL EDUCATION & TRAINING:

• Preference for a bachelor’s or higher degree in business, finance, or a related field
• Advanced certification such as CFA, CPA, or similar is nice to have but not required

At Avetta, we are committed to salary transparency to ensure equitable hiring practices and promote trust. The salary range included in this job posting is based on internal and market data and the role's responsibilities. The final compensation offered to a candidate will be determined by several factors, including work location, job-related skills, experience, and relevant education or training.

The salary range for this position is $72,000-$150,000 per year, with a potential bonus.

We also offer a comprehensive benefits package, which includes health, dental and vision insurance, 401(k), and PTO.

Avetta is an equal opportunity employer and values diversity. We encourage individuals from all backgrounds and experiences to apply.

To apply for the Senior Financial Analyst, Financial Planning & Analysis position, please submit your online application by March 28th, 2025, at 11:59 PM PST.

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