Principal Financial Analyst, Revenue Forecasting
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Job Description
Principal Financial Analyst owning SaaS revenue forecasting for RSA, a digital identity and access management provider. Modeling revenue, analyzing risks, and advising executive finance and GTM leaders.
Responsibilities:
- Own the end-to-end revenue forecasting process across new business, renewals, and expansion
- Manage monthly, quarterly, and annual forecast cycles
- Build and maintain revenue models by product line, segment, and geography using pipeline data, historical trends, and seasonality
- Partner with Sales and Revenue Operations to assess pipeline health, deal timing, and conversion assumptions
- Analyze forecast accuracy, identify variance drivers, and refine forecasting methodology
- Develop and maintain reporting packages and dashboards for FP&A and executive leadership
- Lead monthly and quarterly revenue forecast reviews with FP&A and GTM leadership
- Present outlook, key drivers, and risk factors
- Support annual operating plan and long-range planning through revenue scenario modeling
- Partner with Accounting on revenue recognition questions and forecast-to-actual reconciliation
- Support ad hoc analysis and scenario planning for product launches, pricing changes, and market shifts
- Support Management & Lender Reporting and MD&A requirements
- Provide additional reporting support as required
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 6–9 years of experience in FP&A, revenue analysis, or financial forecasting, ideally in a B2B SaaS or technology environment
- Advanced Excel and financial modeling skills
- Strong experience with BI tools such as Tableau or Power BI
- Experience with financial planning systems such as OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning
- Experience with CRM/GTM systems such as Salesforce or Clari
- Strong understanding of SaaS revenue metrics, including ARR, churn, and bookings-to-revenue conversion
- Ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
- Excellent communication and presentation skills, including experience presenting to VP/SVP-level leadership
- Strong analytical rigor, sound business judgment, and comfort navigating ambiguity
- Track record of driving process improvement and standardization across the finance function
- Must be legally authorized to work in the US
Benefits:
- Annual discretionary bonuses for eligible full-time, non-Sales US employees
- Flexible paid time off
- Health insurance
- Disability insurance
- Life insurance
- 401(k) retirement plan with company matching contributions
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