Sr. Financial Analyst

DeWinter Group; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

DeWinter Group is seeking a Senior Financial Analyst for a San Francisco-based hybrid, 4-month contract. The role partners with Sales, Revenue Ops and leadership to forecast, model, and analyze performance.

You will build dashboards, provide insights on pipeline and bookings, and support planning and monthly closes. Strong Excel, data handling and experience with FP&A tools are essential.

Qualifications

• 3+ years' experience in FP&A, Sales/Revenue Finance, or related analytical roles.
• Proven expertise with financial modeling, forecasting, and variance analysis.
• Strong proficiency in Excel, with experience handling large datasets.
• Familiarity with Adaptive Insights, Anaplan, Salesforce, Workday, Tableau or similar tools.

Responsibilities

• Collaborate with Sales, Marketing, and Go-To-Market teams on budgeting, forecasting, and detailed performance analysis.
• Build and maintain sophisticated financial models and dashboards to monitor business performance.
• Provide actionable insights regarding pipeline, bookings, and revenue metrics.
• Support annual planning, quarterly reviews, and the monthly close process.
• Develop business cases for new initiatives including pricing strategies and product launches.
• Cross-functionally work with FP&A, Revenue Operations, and Accounting to optimize processes.
• Analyze key business drivers and communicate findings to varied audiences.
• Identify opportunities to automate reporting and increase operational efficiency.

Skills

FP&A

Revenue Finance

Financial modeling

Forecasting

Variance analysis

Excel

Adaptive Insights

Anaplan

Salesforce

Workday

Tableau

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Adaptive Insights

Anaplan

Salesforce

Workday

Tableau

Job description

Senior Financial Analyst (SF Hybrid, 4-Month Contract)

Join an innovative team as a Senior Financial Analyst, where your expertise will directly influence strategic decisions and drive revenue growth. This high-impact, visible role is perfect for a finance professional with a passion for data, forecasting, and cross-functional collaboration. Located in San Francisco with a hybrid work model, you'll partner closely with sales, revenue operations, and executive leadership to develop insights that shape the company's success.

Key Responsibilities:

• Collaborate with Sales, Marketing, and Go-To-Market teams on budgeting, forecasting, and detailed performance analysis.


• Build and maintain sophisticated financial models and dashboards to monitor business performance.


• Provide actionable insights regarding pipeline, bookings, and revenue metrics.


• Support annual planning, quarterly reviews, and the monthly close process.


• Develop business cases for new initiatives including pricing strategies and product launches.


• Cross-functionally work with FP&A, Revenue Operations, and Accounting to optimize processes.


• Analyze key business drivers and communicate findings to varied audiences.


• Identify opportunities to automate reporting and increase operational efficiency.

Required Skills & Qualifications:

• 3+ years' experience in FP&A, Sales/Revenue Finance, or related analytical roles.


• Proven expertise with financial modeling, forecasting, and variance analysis.


• Strong proficiency in Excel, with experience handling large datasets.


• Familiarity with Adaptive Insights, Anaplan, Salesforce, Workday, Tableau or similar tools.


• Excellent communication skills, capable of engaging both finance and non-finance stakeholders.


• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Nice to Have Skills:

• Experience with SaaS, technology sectors, or AdTech.


• Knowledge of pipeline analysis, bookings forecasting, and headcount planning.


• Experience with tools like Salesforce, Anaplan, Adaptive Insights, and Tableau.


• Background in pricing strategy or go-to-market finance.

Preferred Education & Experience:

• BA/BS in Finance, Accounting, Economics, or a related discipline.


• Over 3 years in a fast-paced financial analysis or FP&A environment, ideally within SaaS or tech industries.

Additional Requirements:

• This is a hybrid onsite role in San Francisco, starting 11/2/2026, and concluding 3/5/2027.


• Ability to thrive in a dynamic environment with strong organizational skills.


• Prior experience with financial systems and automation solutions is a plus.

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