Renewal Finance Lead for SaaS (AI-Driven)

Sophos; Washington (Washington County); On-site; USD 87,000 - 145,000; Full time

Benefits offered by this job

Remote-first

Hybrid options

Benefits package

Wellbeing programs

Volunteer days

Job summary

Sophos in the United States is seeking a Senior Financial Analyst to lead Renewal and Customer Success topline and Opex analysis, partnering with GTM Finance, Renewal Ops, Customer Success, Sales, and BI to drive forecasting and risk assessment.

The ideal candidate has 4–7+ years in FP&A or Revenue Finance, strong analytical skills, and experience with AI-enabled tools to accelerate analysis and decision making.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 4-7+ years of FP&A, GTM Finance, or Revenue Finance experience.
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable business insights.
• Comfortable navigating complex, imperfect data environments and solving ambiguous data challenges.
• Advanced Excel skills and experience with BI tools (e.g., Power BI, Tableau, Looker).
• Experience working with large datasets and partnering with BI teams.
• Demonstrated ability to leverage AI tools (e.g., ChatGPT, Microsoft Copilot, Gemini) to improve productivity, accelerate analysis, automate recurring tasks, and enhance decision-making.

Responsibilities

• Own Renewal and Customer Success topline and Opex analysis, including forecasting, budgeting, and performance reporting.
• Partner with GTM Finance leadership to analyze renewal performance, retention trends, coverage models, and key drivers of forecast changes.
• Develop deep-dive analyses across customers, regions, products, renewal cohorts, and coverage models to identify risks, opportunities, and improvement areas.
• Build insights and reporting to improve renewal forecasting, retention visibility, and decision-making.
• Identify leading indicators and emerging trends to proactively surface renewal risks.
• Perform variance analysis across renewal rates, retention, churn, ARR, and forecast performance.
• Support Renewal and Customer Success forecasting through data analysis, scenario modeling, and risk assessment.
• Prepare executive-ready analyses for leadership reviews and Board reporting.
• Partner with Renewal Operations, Customer Success, Sales Operations, and BI to improve data quality, reporting consistency, and metric governance.
• Translate complex data into actionable insights and recommendations for business leaders.

Skills

Financial analysis

Problem-solving

Data interpretation

AI tools

SaaS knowledge

Communication

Data storytelling

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

SQL

Python

Power BI

Tableau

Looker

Anaplan

SAP

Oracle

Clari

Salesforce

Adaptive Planning

Job description

Sophos in the United States is seeking a Senior Financial Analyst to lead Renewal and Customer Success topline and Opex analysis, partnering with GTM Finance, Renewal Ops, Customer Success, Sales, and BI to drive forecasting and risk assessment.

The ideal candidate has 4–7+ years in FP&A or Revenue Finance, strong analytical skills, and experience with AI-enabled tools to accelerate analysis and decision making.