Sr. Financial Analyst, Commercial Finance
iAAbout the role
The Role:
The Senior Financial Analyst, Revenue & Commercial Finance is the embedded finance partner to Sales, Marketing, and Commercial leadership — owning the revenue forecast, bookings and pipeline analytics, and the metrics that define iA's recurring-revenue business. This role translates deal-level and pipeline detail into the forecasts, margin insight, and board-ready commentary that inform iA's growth strategy, and works in close partnership with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.
What you’ll do:
Bookings & Pipeline
- Maintain a rolling view of new bookings, renewals, and expansion vs. plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
- Flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A.
Revenue Forecasting
- Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions.
- Own the actual-vs-forecast variance narrative for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership.
- Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel.
ARR/CARR & Recurring Revenue
- Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model.
- Build cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready.
- Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.
Pricing Support (Consumables Program)
- Support the Consumables program's pricing strategy with financial analysis — margin impact, elasticity, and competitive positioning — as the program partners with Sales, Legal, and Procurement.
- Quantify the revenue and margin impact of proposed pricing or contract-term changes ahead of Consumables/Sales/Legal/Procurement decisions.
- Maintain visibility into consumables revenue and margin trends tied to the installed automation base.
Sales Compensation & GTM Partnership
- Serve as the embedded finance voice in weekly pipeline and forecast reviews with Sales leadership.
- Support commission calculations and payout accuracy in partnership with Sales Ops/HR/Payroll.
- Provide financial input on quota-setting, territory design, and comp plan design; model the cost and behavioral impact of proposed plan changes before rollout.
- Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.
Gross Margin Analysis
- Analyze gross margin by product line, customer segment, and contract type; identify cost-to-serve drivers and margin erosion.
- Partner with Operations and Product finance counterparts on cost inputs affecting deal-level and portfolio profitability.
Who you are:
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
- 3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking; SaaS, subscription, or recurring-revenue business experience strongly preferred.
- Advanced Excel and financial modeling skills; hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool.
- Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts.
- Strong business partnering skills — able to translate financial concepts for Sales and Marketing stakeholders and hold a credible point of view in cross-functional discussions.
- Demonstrated ability to operate with speed and precision, metrics-driven environment; comfort with ambiguity and evolving reporting requirements.
Even better if you have:
- Excellent written and verbal communication skills; experience preparing content for senior leadership or board-level audiences.
Applicants must be authorized to work for ANY employer in the U.S. Employer will not sponsor applicants for work visas.
Compensation:
The estimated base annual salary range for this position is $97,381 to $ 131,751, though a cand
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