Senior Financial Analyst

Department: Financial Planning and Analysis

Location: Scotts Valley, CA (Hybrid)

We are looking for a commercially minded finance professional to serve as the dedicated FP&A partner for our Commercial and Go-to-Market (GTM) organizations. This role sits at the intersection of revenue strategy and financial discipline, supporting two distinct sales motions: Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we expand our GTM footprint.

This is a high-visibility, high-impact role. Your primary partners will be the SVP of Growth & Transformation and the VP of Worldwide Sales, and your work will directly inform how the company invests in and prioritizes its commercial activities.

Responsibilities

Revenue forecasting & financial planning

• Own end-to-end revenue forecasting across all commercial segments, including Channel Hardware, Channel Software, Direct Online Software & Subscriptions, and the DTC Hardware store.
• Maintain and continuously improve rolling forecast models that capture topline revenue, selling expenses, marketing activities, and the key drivers behind each.
• Partner with Sales and GTM leadership to translate key inbound metrics to reliable and accurate financial projections.

Reporting & performance management

• Produce and present weekly sales flash reports with clear, actionable commentary for commercial and finance leadership.
• Lead monthly actual vs. forecast variance analysis, identifying root causes and communicating findings in plain business language.
• Build and maintain dashboards and reporting tools that give commercial teams real-time visibility into performance against plan.

Insights, risks & opportunities

• Proactively surface risks and opportunities within the commercial portfolio, bringing data-driven recommendations to the GTM and Finance leadership.
• Act as a trusted thought partner to GTM leadership — going beyond the numbers to provide strategic context, business perspective, insights, and recommendations.
• Support territory, account, and channel level Sales views and expense planning as needed to inform GTM investment decisions.

 Pricing & promotional analysis

• Conduct pricing and promotional analyses to evaluate margin impact, competitive positioning, and revenue lift.
• Participate in pricing review and approval workflows, ensuring proposals are financially sound and aligned with company objectives.
• Partner cross-functionally with Product, Marketing, and Sales to model scenarios and support go-to-market pricing decisions.

 

Qualifications

• Demonstrated experience supporting Sales, Revenue, or GTM organizations in a business partner capacity.
• Track record of building and managing complex revenue forecast models, preferably across multiple sales channels or business models (SaaS, hardware, DTC, or similar).
• Experience with pricing and promotional analysis is a plus.
• Advanced proficiency in Excel and/or Google Sheets; comfortable building sophisticated models from scratch.
• Experience with NetSuite or a comparable ERP system.
• Hands-on experience with Adaptive Insights, or a similar enterprise planning platform.
• Strong communication skills — you can translate complex financial analysis into clear narratives for non-finance audiences.
• Highly organized and detail-oriented, with the ability to manage multiple work streams and deadlines simultaneously.

 

Education/Experience

• Bachelor’s Degree or equivalent experience
• 5–7 years of experience as a strong individual contributor with deep modeling and analytical capability and executing independently on defined work streams and proactively identifies insights

 UA Salary Range of Pay:  $135,000 - $145,000

Base salary/hourly rate of pay will be based on the cost of labor for the city/state in which the new hire resides, at the time of hire.

UA offers competitive benefits:  Profit sharing, Medical/Dental/Vision, 401K Safe Harbor Contribution, Stock Options, Flexible time-off (PTO/Sick Leave/Company Holiday Time-off), etc.

UA Mission:  We exist to thrill and inspire music makers everywhere with timeless sound and impeccable craftsmanship, freeing the songs inside and allowing you to sound like the records you love.

UA Vision:  In the future, music makers around the world will trust Universal Audio as a friend and creative part