Senior Analyst, AI Investment Analytics

Cvent, Inc.; Tysons (VA); On-site; USD 90,000 - 130,000; Full time

Job summary

Cvent, Inc. is seeking a Senior Financial Analyst to own enterprise‑wide ROI validation for AI initiatives and to build the financial frameworks that govern AI investments. You will partner with leaders across Sales, Marketing, Product, HR, and Finance to drive value realization and accurate KPI tracking.

The role requires 5–7 years in FP&A or related fields, advanced modeling skills, and the ability to explain complex data to senior executives. A MBA and SaaS economics experience are preferred.

Qualifications

• 5–7 years of progressive experience in FP&A, Strategic Finance, or Management Consulting.
• Advanced financial modeling expertise — Excel required; experience building complex, multi‑scenario models from scratch.
• Experience building ROI or business case models for technology investments, transformation programs, or strategic initiatives.
• AI building experience and appetite.
• Strong understanding of SaaS financial drivers: ARR, NRR, CAC, LTV, churn, productivity modeling, and unit economics.
• Proven ability to design measurement frameworks and track realized vs. projected financial impact.
• Excellent executive communication — able to distill analytical complexity into clear, concise narratives for senior audiences.
• Experience working cross‑functionally and influencing stakeholders without direct authority.
• Prior experience leading or mentoring junior analysts, or demonstrated readiness to do so.

Responsibilities

• Develop enterprise‑level ROI measurement for 100+ AI and automation initiatives and govern financial frameworks.
• Build initiative‑level ROI models, translate operations into financial impact, and sharpen assumptions for AI cases.
• Collaborate with FP&A to incorporate realized savings into annual plans and long‑range forecasts.
• Produce executive dashboards and clear financial narratives for CFO and senior leadership.
• Lead cross‑functional coordination and scale financial measurement infrastructure across the portfolio.

Skills

FP&A experience

Strategic Finance

Management Consulting

Advanced financial modeling

Excel

ROI modeling

SaaS financial drivers

Executive communication

Cross-functional collaboration

Mentoring junior analysts

Education

MBA or relevant Master's degree

Tools

SQL

Tableau/Power BI

Job description

Overview:

Our Culture and Impact

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,500+ employees and ~30,000 customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers the human connection.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI-powered collaboration, we’d love to meet you.

Cvent is embedding AI and automation across the enterprise — with more than 100 active initiatives spanning Sales, Marketing, Finance, HR, Client Services, and IT. As we scale this investment, we need rigorous financial governance to ensure these initiatives translate into measurable outcomes and sustained margin impact.

The Senior Financial Analyst, Strategic Finance (AI Portfolio) is a high‑visibility role sitting within Cvent's Strategic Finance function. This person will own enterprise‑wide ROI validity and measurement for Cvent's AI and automation portfolio, build the frameworks that govern how we evaluate and track strategic investments, and serve as the primary financial thought partner to business leaders driving AI‑powered transformation across the company. The role leads one analyst and reports directly to the VP, Corporate Finance.

In This Role, You Will:

AI Portfolio Financial Governance

• Develop and manage enterprise‑wide ROI measurement for Cvent's 100+ AI and automation initiatives
• Standardize definitions and methodologies for cost savings, cost avoidance, productivity gains, and revenue impact across all business functions; prevent double‑counting and overstatement
• Monitor forecast vs. realized value across departments; apply risk‑adjusted methodologies to projected returns
• Establish pre‑launch financial baselines before initiative deployment; design post‑launch KPI tracking frameworks to identify adoption gaps and financial underperformance early

Business Case Development & ROI Modeling

• Build initiative‑level ROI models for AI and automation investments; translate operational improvements into financial impact — productivity leverage, revenue acceleration, margin expansion, and working capital optimization
• Develop a deep understanding of Cvent's unit economics, including the relationships between platform usage, product roadmap, customer adoption, and marketing investment — and use that understanding to sharpen the financial assumptions behind AI business cases
• Build and maintain financial models and analytical frameworks to evaluate KPIs, assess performance, and measure ROI across initiatives; own the modeling standards the organization relies on
• Conduct scenario and sensitivity analysis on projected returns; support capital allocation and build‑vs‑buy decisions

Value Realization & Planning Integration

• Collaborate with FP&A to incorporate realized savings, productivity benefits, and initiative outcomes into the annual operating plan and long‑range financial plan
• Track and report realized vs. projected outcomes post‑implementation; surface underperforming initiatives and recommend corrective action to IT and the Business Units
• Partner with functional leaders to ensure AI investments are being executed against their approved financial cases

Executive Reporting & Strategic Support

• Develop portfolio dashboards and executive‑ready financial summaries for CFO and senior leadership
• Translate operational AI metrics into clear financial narratives — communicating ROI, risk, and portfolio performance in business terms
• Serve as a trusted analytical partner to business leads across Sales, Marketing, Product, HR, and Finance on investment prioritization and resource allocation
• Present findings and recommendations to VP, Corporate Finance & CFO, and executive leadership as needed

Process Ownership & Cross‑Functional Coordination

• Serve as the finance owner of AI portfolio ROI measurement across the enterprise — setting the process, driving adoption of measurement standards, and holding the organization accountable to consistent methodology
• Lead cross‑functional coordination with business unit leads, PMO and FP&A, and IT/operations to ensure timely and accurate submission of initiative data, baseline establishment, and post‑launch reporting
• Help Finance scale by improving financial measurement infrastructure, automating recurring workflows, and enhancing analytical processes as the portfolio grows

Here’s What You Need:

Required Qualifications

• 5–7 years of progressive experience in FP&A, Strategic Finance, or Management Consulting
• Advanced financial modeling expertise — Excel required; experience building complex, multi‑scenario models from scratch
• Experience building ROI or business case models for technology investments, transformation programs, or strategic initiatives
• AI building experience and appetite
• Strong understanding of SaaS financial drivers: ARR, NRR, CAC, LTV, churn, productivity modeling, and unit economics
• Proven ability to design measurement frameworks and track realized vs. projected financial impact
• Excellent executive communication — able to distill analytical complexity into clear, concise narratives for senior audiences
• Experience working cross‑functionally and influencing stakeholders without direct authority
• Prior experience leading or mentoring junior analysts, or demonstrated readiness to do so

Preferred Qualifications

• MBA or relevant Master's degree
• Experience in a SaaS or high‑growth technology company
• Proficiency in SQL and/or BI tools (Tableau, Power BI)
• Experience with headcount planning and productivity economics
• Consulting or transformation project background
• Experience managing work across global or distributed teams

About Cvent's AI Agenda

Cvent is embedding Agentic AI and automation across the enterprise to drive operational excellence, scalability, and long‑term profitability. This role sits at the center of that transformation — not building the AI tools, but ensuring the financial rigor behind them. If you are energized by turning a large, complex investment portfolio into a clear financial story and holding the organization accountable to results, this role is for you.

This job posting is intended to comply with all applicable laws. If we learn during the course of our recruitment process that, due to an applicant’s location, further information about the position is required, including certain salary information, this information in this posting will be supplemented accordingly.

The estimated base salary range for new hires into this role is $90,000-$130,000 annually + bonus depending on factors such as job‑related knowledge, relevant experience, and location. We also offer a competitive benefits package, details of which can be found here.

Physical Demands
We are not able to offer sponsorship for this position