Senior Strategic Financial Analyst

DataVisor Inc.; Mountain View (CA); Sur place; USD 100 000 - 130 000; Plein temps

Avantages offerts par ce poste

Equity

Benefits

Résumé du poste

DataVisor Inc. in Mountain View, CA seeks a Senior Strategic Financial Analyst to partner with GTM, R&D, and Operations. You will build and refine SaaS metrics, forecast, and revenue insights while aligning Salesforce data with ERP planning tools.

You will own FP&A processes, drive budgeting, and provide strategic recommendations to leadership, translating complex data into actionable guidance for non-financial stakeholders.

Qualifications

• 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations.
• Experience in Enterprise SaaS and with private equity or investment banking is a plus.
• Strong analytics for business strategies.

Responsabilités

• Strategic Planning & Metric Architecture: define and maintain SaaS metrics (ARR, NRR, CAC, LTV, Magic Number).
• GTM Operations & Deal Desk: analyze pricing, deal profitability, and revenue recognition implications.
• Systems, Data Governance & Process Improvement: integrate Salesforce with ERP/planning tools and establish data quality controls.
• FP&A Leadership: partner with VP of Finance to drive budgeting and forecasting with real-time insights.

Connaissances

Financial modeling

Strategic thinking

Data storytelling

Cross-functional collaboration

Communication skills

Formation

Bachelor’s degree in Finance, Math, Accounting, Economics

MBA or master’s degree (plus)

Outils

Salesforce

Excel

Tableau

Power BI

Looker

Python

Anaplan

Adaptive Insights

Description du poste

DataVis the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving fraud and money laundering activities in real time. Its patented unsupervised machine learning technology, advanced device intelligence, powerful decision engine, and investigation tools work together to provide significant performance lift from day one. DataVisor's platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership, compared to legacy point solutions. DataVisor is recognized as an industry leader and has been adopted by many Fortune 500 companies across the globe.

Our award-winning software platform is powered by a team of world-class experts in big data, machine learning, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results-driven. Come join us!

We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure.

In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders. You will not only track the numbers but also define how we track them—bridging the gap between our CRM (Salesforce) and Finance systems to ensure data integrity. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you.

Key Responsibilities

• Strategic Planning & Metric Architecture
  • KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
  • Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
  • FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
• GTM Operations & Deal Desk Partnership
  • Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure
  • Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
  • Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision‑making.
• Systems, Data Governance & Process Improvement
  • CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
  • Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
  • Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.

Experience

• 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
• Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.

Technical Stack

• Advanced proficiency in Excel (complex modeling) is required.
• Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
• Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.

Education

• Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.

Soft Skills

• Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated.

Why You’ll Love This Team

• Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
• Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
• Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.

Compensation

• Base Salary Range: USD 100K to 130K per year
• Equity
• Benefits