Senior Financial Analyst

Comply; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

Comply is seeking a Senior Financial Analyst to connect the full funnel—from pipeline to revenue—and give the GTM organization the financial clarity to grow faster and smarter.

In this top-line-focused role, you’ll partner closely with Revenue Operations, Sales, Marketing, and Customer Success, building the ARR reporting, pipeline analytics, and GTM efficiency models that drive decision-making at every level of the commercial business.

Qualifications

• BA/BS in Finance, Accounting or related field or equivalent experience.
• 3–5 years of quantitative or analytical work in FP&A or revenue analytics.
• Strong Excel modeling skills with structured financial models.
• SaaS metrics knowledge: ARR, NRR/GRR, CAC, LTV, velocity.
• Hands-on experience with Salesforce or similar CRM for data.
• Collaborates with Revenue Ops and GTM teams to align data definitions.
• Excellent communication and presentation skills.
• Proactive, organized, and self-sufficient.

Responsibilities

• Build and maintain the monthly ARR waterfall and single source of truth.
• Measure SaaS metrics and perform retention and churn analysis.
• Analyze GTM efficiency and unit economics and translate to recommendations.
• Track full pipeline funnel from lead to revenue and measure conversion rates.
• Develop bookings and pipeline forecast with Revenue Ops and Sales leadership.
• Support pricing and discount analysis to inform strategy.
• Contribute to annual budgeting and multi-year planning.
• Leverage AI/BI tools to automate reporting and build dashboards.

Skills

Excel modeling

SaaS metrics

Communication

Cross-functional partnering

Forecasting

Proactive

Education

B.A. or B.S. in Finance/Accounting or related field

Tools

Salesforce

NetSuite

Adaptive Insights

Job description

Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.

Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. To learn more about Comply, visit comply.com

About the role

Comply is looking for a Senior Financial Analyst to connect the full funnel - from pipeline to revenue - and give the GTM organization the financial clarity it needs to grow faster and smarter. In this top-line-focused role, you’ll partner closely with Revenue Operations, Sales, Marketing, and Customer Success, building the ARR reporting, pipeline analytics, and GTM efficiency models that drive decision-making at every level of the commercial business. You’ll bring a strong FP&A foundation, fluency in SaaS metrics, and the communication skills to translate data into narratives that move leaders to action.

You’ll love this role if

You’ll thrive at the intersection of finance and go-to-market, enjoy owning complex models end to end, and want your analysis to directly influence how a fast-growing SaaS company allocates resources and closes deals.

What you’ll do

• Build and maintain the monthly ARR waterfall - consolidating ARR across the business, establishing a single source of truth, and explaining actuals vs. budget with clear attribution to retention, churn, expansion, and contraction.
• Measure key SaaS metrics and perform retention, churn, and ad hoc analysis, surfacing the insights that inform commercial and strategic decisions.
• Analyze GTM efficiency and unit economics - CAC, CAC payback, LTV, cost per pipeline dollar - and translate findings into concrete recommendations on Sales and Marketing investment.
• Partner with Revenue Ops and GTM leaders to track the full pipeline funnel from lead generation through bookings to revenue, measuring conversion rates, pipeline coverage, velocity, and win rates.
• Build and maintain the bookings and pipeline forecast alongside Revenue Operations and Sales leadership, improving forecast accuracy and top-line visibility over time.
• Support pricing and discounting analysis - assessing the impact on bookings, ARR, and unit economics to inform deal decisions and pricing strategy.
• Contribute to annual budgeting, quarterly re-forecasting, and multi-year planning, building the revenue and pipeline models that support budget owners across the business.
• Use AI and BI tools to automate reporting, build self-serve dashboards, and accelerate insight generation - freeing up time for higher-value analysis across Finance and RevOps.

What success looks like in your first 90 days

• You’ve mapped the data systems (Salesforce, NetSuite, Adaptive), and taken primary ownership of the monthly ARR consolidation process.
• You’re independently producing the ARR waterfall, pipeline funnel analysis, and GTM efficiency metrics, and you’ve flagged at least one data consistency gap or process improvement opportunity.
• You’ve contributed to a forecast or planning cycle, delivered a meaningful analysis to a GTM or RevOps leader, and established yourself as a trusted financial partner to the commercial business.

What you’ll bring

Must-have

• BA or BS in Finance, Accounting, or a related field, or equivalent experience.
• 3-5 years of quantitative or highly analytical work experience in FP&A, revenue analytics, private equity, or investment banking.
• Strong Excel modeling skills - you can build detailed, well-structured financial models from scratch and maintain them as the business evolves.
• Solid working knowledge of SaaS metrics and subscription economics: ARR, NRR/GRR, CAC, LTV, pipeline coverage, conversion rates, and velocity.
• Hands-on experience with Salesforce or a comparable CRM for pipeline, bookings, pricing, and revenue data.
• Track record of partnering with Revenue Operations and/or GTM teams (Sales, Marketing, Customer Success) to align on data definitions and support commercial decisions.
• Outstanding communication and presentation skills - you translate complex models into clear narratives for revenue leaders and senior stakeholders.
• Proactive, organized, and self-sufficient - you identify what needs to be done and drive it without waiting to be told.

Nice-to-have

• Experience with ERP systems (NetSuite) and EPM/planning tools (Adaptive Insights).
• Working proficiency with BI and reporting tools such as Power BI, Tableau, or Looker.
• Background specifically in SaaS FP&A or GTM finance at a high-growth technology company.

The all-in total compensation for this role is $120,000 and $137,500, and is specific to the United States. A reasonable estimate of the base salary range would be $110,000 - $125,000 plus applicable bonus/benefit offerings, etc., as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience.

Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.

The pay range for this role is: 110,000 - 125,000 USD per year(Arlington Office) 110,000 - 125,000 USD per month(New York)