Senior Financial Analyst, CX & Renewals

RXinsider LTD.; Waltham, Northern (MA, KY); Hybrid; USD 123,000 - 133,000; Full time

Job summary

Imprivata in Waltham, MA is seeking a Senior Financial Analyst, CX & Renewals to partner with Renewals and CX to drive analytics that improve renewal execution, retention planning, forecasting accuracy, and revenue growth. You will collaborate with Finance, BI, Salesforce, and leadership to deliver scalable reporting, data governance, and actionable insights.

The role reports to the Sr. Director of FP&A and shapes decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5–8+ years in FP&A, Corporate Finance, or related analytical roles, preferably SaaS.
• Knowledge of subscription-based revenue models and SaaS metrics (ARR, bookings, renewals, churn).
• Advanced financial modeling and Excel skills with the ability to translate data into insights.
• Experience partnering with cross-functional leaders and presenting to senior management.

Responsibilities

• Partner with Renewals and CX leadership to support retention, renewal performance, and growth.
• Develop executive dashboards and reporting for renewal metrics (ARR, retention, churn, forecast).
• Own weekly renewals forecasting, including variance analysis and risk assessment.
• Analyze renewal, bookings, and ARR trends across products and cohorts.
• Lead monthly/quarterly reconciliation of churn and renewal actuals.
• Establish data governance and reporting standards with BI and Finance teams.
• Build financial models for budgets, forecasts, and long-range planning.
• Prepare executive analyses, variance reports, and business narratives for leadership.
• Identify churn drivers and retention opportunities to improve renewals.
• Support cross-functional strategic initiatives with modeling and ad hoc analyses.

Skills

Financial planning & analysis

SaaS revenue forecasting

Cross-functional collaboration

Executive data storytelling

AI-enabled analytics

Education

Bachelor's degree in Finance/Accounting

Tools

Adaptive Planning

Anaplan

Salesforce

Tableau

Power BI

SQL

Job description

Description

Ready to join a team that’s all in? At Imprivata, we deliver unified access and security management programs that eliminate friction, empowering healthcare and mission-critical organizations to work smarter, faster, and more securely.

We believe work can be more than a job or task—it’s a collective spirit; the type that emboldens creativity, embraces challenge, and fosters excitement. We are constantly raising the bar on what’s possible, owning the outcome of our triumphs and trials, staying nimble amidst change, and cultivating an environment where we win together. Here, your ideas matter, your differences are celebrated, and your work drives real results—for your career, your teammates, and our customers.

When you join Imprivata, you embark on a shared journey of ambition and growth. We’re committed to building an inclusive workplace where everyone feels valued and supported. If you’re looking for a place to match your passion with purpose—and where every day you can make an impact—you’ll find it here.

We are seeking a Senior Financial Analyst, CX & Renewals to join our team. This is a hybrid opportunity based out of Waltham, MA.

Job Summary

The Senior Financial Analyst serves as a strategic Finance business partner to the Renewals and Customer Experience (CX) organizations, driving analytics that improve renewal execution, retention planning, forecasting accuracy, and post-sales business growth. This role partners cross-functionally with Renewals, Customer Success, Business Systems, BI, Salesforce, Gong, and CX leadership to develop scalable reporting, ensure data integrity, and deliver actionable performance insights. Working closely with the Sr. Director of FP&A, the analyst identifies risks and opportunities, evaluates business performance, and provides financial analysis that supports strategic decision-making for Finance and Executive Leadership.

Duties And Responsibilities

• Partner with Renewals and Customer Experience (CX) leadership as the primary FP&A business partner, providing financial analysis and strategic insights to support retention, renewal performance, and business growth.
• Develop and maintain executive dashboards and reporting for key renewal metrics, including ARR, retention, churn, downsell, renewal rates, price increases, and forecast performance.
• Own the weekly renewals forecasting process, delivering accurate projections, variance analysis, risk assessments, and actionable recommendations for leadership.
• Analyze renewal, bookings, and ARR trends across products, segments, customer cohorts, and sales teams to identify performance drivers, risks, and opportunities.
• Lead monthly and quarterly reconciliation of churn, downsell, and renewal actuals, ensuring data accuracy and alignment across Finance and operational systems.
• Establish and maintain data governance, reporting standards, and metric definitions while partnering with Business Systems, BI, Revenue Operations, and Accounting to improve data integrity.
• Build and enhance financial models supporting annual budgets, quarterly forecasts, long-range planning, and renewal forecasting methodologies.
• Prepare executive-level financial analyses, variance reporting, presentations, and business narratives for Finance, senior leadership, and Board reviews.
• Identify churn drivers and customer retention trends by developing standardized analytics and actionable insights to improve renewal outcomes.
• Support cross-functional strategic initiatives through financial modeling, business case development, process improvements, and ad hoc analyses that enhance forecasting accuracy and decision-making.
• Other duties as assigned and required

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 5–8+ years of experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, Revenue Finance, or related analytical roles, preferably within a SaaS or enterprise software environment inclusive of a multi-product strategy.
• Sound knowledge of subscription-based revenue models, recurring revenue forecasting, and key SaaS metrics (ARR, bookings, billings, renewals, retention, and churn).
• Advanced financial modeling and Excel skills with the ability to translate complex data into actionable business insights.
• Experience partnering with cross-functional leaders, presenting to senior management, and driving data-informed decision-making.
• Proficiency with financial planning and analytics tools such as Adaptive Planning, Anaplan, Salesforce, Tableau, Power BI, SQL, or similar platforms.
• Experience leveraging AI-enabled tools to enhance financial analysis, forecasting, reporting, and workflow efficiency.

Desired Qualifications

• Experience supporting customer-facing, Customer Success, Renewals, Sales, or Go-to-Market organizations within a SaaS business.
• Experience improving financial planning methodologies, forecasting processes, and executive reporting.

This position offers a total compensation range of $123,000.00 to $133,000.00 (inclusive of base salary and variable compensation, such as bonuses and incentives). In addition, more information about Imprivata’s benefit offerings can be found here. This range represents the high and low end of Imprivata’s compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors, such as a candidate’s location, skills, experience, and qualifications.

At Imprivata, we have a top-notch work environment, developmental opportunities, a competitive total rewards package, and the desire to have fun. If you have the skills and qualifications as we have described above, we want to hear from you!

Imprivata provides equal employment opportunities, regardless of race, religion, age, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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