Strategic Finance / Operations Analyst

Turn/River Capital; San Francisco (CA); Hybride; USD 145 000 - 155 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision insurance

401K matching

Flexible vacation policy

Commuter benefits

Home Office benefits

Résumé du poste

Turn/River Capital is seeking a data-enabled professional to drive revenue-focused insights across portfolio companies. You will own analyses from raw data to presentable recommendations, collaborating with Investment and Operating Leads, CFOs, and portfolio CEOs.

You will leverage SQL, BI tools, and AI agents to uncover drivers of retention, pricing impact, and revenue sources, delivering actionable steps with measurable impact.

Qualifications

• 2–4 years of experience in SaaS FP&A, strategic finance, tech investment banking, or strategy consulting with software clients.
• Deep understanding of SaaS economics: ARR, retention, cohorts, pricing, unit economics.
• Experience building models from scratch and presenting outputs to executives.
• Proficiency in SQL and comfort with messy data; ability to use AI tools or automation.
• Structured thinker who breaks revenue processes into components and dependencies.
• Hands-on, execution-oriented, accountable for results; building role, not advisory.
• Curious operator who tests new approaches and tech, accepts feedback.

Responsabilités

• Own value-creation analysis for portfolio companies: retention, cohorts, pricing, packaging, revenue source mapping.
• Build from raw data using SQL, BI tools, and AI agents; verify numbers personally.
• Use AI to speed up analysis and identify automation opportunities.
• Turn findings into quantified revenue-impact recommendations with clear ownership.
• Support new deals and add-ons with speed for the deal team.
• Create reusable templates/tools from recurring analyses for the Ops team.

Connaissances

SQL proficiency

AI tooling usage

SaaS FP&A

Strategic finance

Data analysis

Executive communication

Outils

BI tools

AI agents

Description du poste

About Turn/River

Turn/River Capital is a private equity firm that partners with software businesses to drive AI transformation and catalyze capital-efficient growth. As a team of equal parts software operators and investors, we have the people, data-driven playbooks and flexible capital to re-architect engineering, product, go-to-market, talent and resourcing to build enduring value. Founded in 2012 and based in San Francisco, Turn/River has $5.6bn in committed capital and invests globally with a focus on North America and Europe.

About Turn/River

Turn/River Capital is a private equity firm that partners with software businesses to drive AI transformation and catalyze capital-efficient growth. As a team of equal parts software operators and investors, we have the people, data-driven playbooks and flexible capital to re-architect engineering, product, go-to-market, talent and resourcing to build enduring value. Founded in 2012 and based in San Francisco, Turn/River has $5.6bn in committed capital and invests globally with a focus on North America and Europe.

About The Role

You will be the analytical partner for one of our portfolio companies. Investment and Operating Leads will bring you their hardest revenue questions: why retention moved, where new customer revenue actually comes from, which pricing change is worth making. Those questions often arrive half-formed. Your job is to find the real question, get the data, build the analysis, and deliver a recommendation that holds up in front of our Ops and Investment teams, a portfolio company CEO, or firm leadership. You will sit in a pod with a Data Analytics Lead who owns the portfolio company relationship and a platform team that builds the data pipes. You own the analysis, the dashboards, the recommendation, and its revenue impact.

Key Responsibilities

• Own value-creation analysis for your portfolio company: retention and cohorts, pricing and packaging, pipeline and funnel yield, and revenue source mapping.
• Build from raw data, not someone else’s summary. Pull and check the numbers yourself in SQL, our BI tools, and our AI agents.
• Use AI to compress your cycle time, and flag what should be automated for everyone.
• Turn findings into recommendations with a quantified revenue impact, a clear owner, and a next step.
• Support new deals and add-ons when the deal team needs speed.
• Turn any analysis that gets requested twice into a reusable template or tool for the portfolio and the whole Ops team.

Qualifications

• 2-4 years of experience in SaaS FP&A or strategic finance, technology investment banking, or strategy consulting with software clients.
• Command of SaaS economics: ARR bridges, gross and net retention, cohorts, pricing, and unit economics.
• Experience building models from scratch and producing output that executives can use without rework.
• Proficiency in SQL and comfort in messy, raw data; demonstrated ability to use AI tools or automation, ideally without being asked.
• Structured thinker who can break complex revenue processes into systems of components, root causes, and dependencies.
• Hands‑on, execution-oriented, and accountable for results—this is a building role, not an advisory one.
• Curious, experimental operator who takes feedback well and continuously tests new approaches and technologies
• Experience owning a relationship with a CFO, CRO, or business unit leader is preferred

Location

• San Francisco, hybrid work model

Compensation

• The annual base salary range for this role is $145,000 - $155,000, taking into account numerous variable factors that are considered in making compensation decisions including but not limited to skill sets, experience, training, licensure, certifications, and organizational requirements.

Benefits and Perks

• An opportunity to make an impact across multiple high-growth tech firms
• Competitive salary and discretionary bonus
• Medical, dental, and vision insurance covered 100% for employee & dependents
• Flexible vacation policy
• 401K matching
• Paid parental leave
• Commuter benefits
• Health and Wellness benefits
• Household Services benefits
• Home Office benefits
• Annual Home Office Equipment Reimbursement
• Donation matching
• Work from home Monday & Friday
• Energetic work environment with snacks and weekly team lunches 3x per week, centrally located near multiple public transit lines
• A company that enjoys having fun: holiday parties, annual company offsite and retreat, annual summer "work from anywhere" month

Turn/River provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, natural hair styles, age (40 years and over), sexual orientation, veteran and/or military status, protected medical leaves (requesting or approved for leave under any applicable state, or federal leave act), domestic violence victim status, political affiliation, and any other characteristic or status protected by state or federal law.