Senior Financial Analyst, Revenue Planning

4 weeks ago

Houston, United States Avetta Full time
About Avetta:

Avetta is a leading SaaS business and provider of supply chain risk management solutions, dedicated to helping organizations build resilient and sustainable supply chains. Our platform connects thousands of contractors and suppliers globally, ensuring compliance with rigorous safety and sustainability standards.

Job Summary:

As a Revenue Planning & Analysis Senior Analyst within Avetta's Financial Planning & Analysis team, you will play a pivotal role in delivering intelligence on key metrics, ensuring insights flow across the organization, telling stories with data analysis, influencing strategic decision-making, providing recommendations, and advancing planning and forecasting.

This role is a key link between Finance, Billing, Revenue Operations, Business Intelligence, and Business Leadership teams which spans across the globe and will therefore influence business results. This person is on the forefront of financial performance and will work with a high-performance cross-functional team to deliver insights into the business, build capabilities, systems, and processes needed to boost efficiency and effectiveness data driven assumptions/drivers forecasting/budgeting based on.

Job Responsibilities:
  • Advance insights on vital business metrics (GRR, NRR, pipeline, conversion rates, flow, cohort growth, upsell/downsell, network density, like-for-like realized price increase, ASP, ARR)
  • Monitor key performance indicators (KPIs), identify gaps, trends, opportunities, and provide actionable insights
  • Create and present comprehensive reports / analysis on business results, outcomes and emerging trends
  • Develop and sustain weekly/monthly/quarterly/annual dashboards, reports, and analyses, identifying business trends, root cause drivers, and communicating the story-line to Finance and Operations leadership
  • Calculate the impact of realized price increases, collaborate with GTM functions to develop pricing strategies and model scenarios
  • Serve as an SME and lead point of contact to internal partners for the singular source of truth, business metrics, and top-line results
  • Function as a multifaceted business analyst for various reporting, analytical, and modeling requirements
  • Prepare bookings/billings, revenue, and business metric forecasts (monthly/quarterly), annual plan, and variance analyses; and publish actual v. forecast accuracy scorecards
  • Collaborate with Revenue Operations, Billings, Marketing, and Professional Service teams to gather and develop forecast, budget, and multi-year planning assumptions/drivers; assessing risk/upside
  • Analyze and model potential deals, expansions, churn, downsell, scenarios to determine outcomes
  • Support the development, implementation, and execution of planning and forecasting processes and planning framework
  • Play a key role in preparing Executive Management and BOD business reviews and reporting, including story-line on business results (the why)
  • Implement tools and technology to achieve efficient reporting, value-added sustainable change, and enable long-term growth, faster decision-making and timely insights
  • Play a key role in data projects end-to-end, from requirements documentation, data attainment, analysis, validation, and launch, including change management
  • Document, identify, propose and implement process enhancements and cross-functional workflows
Qualifications:
  • 5+ years in FP&A, Revenue Operations, Data Analysis, or Business Intelligence within a SaaS company
  • Bachelors degree in Accounting, Finance or a business management related field of study strongly preferred
  • Experience with SaaS metrics, revenue recognition, pricing, forecasting, and annual/multi-year planning
  • Proficiency in analysis and planning tools (Excel, Google Sheets, Adaptive Planning, OneStream)
  • Familiarity with SaaS business systems (e.g., Salesforce, Netsuite)
  • Experience with PowerBI/Tableau/self-service BI platforms; Snowflake and SQL knowledge is a plus
  • Working knowledge of SaaS revenue recognition
  • Strong analytical and financial modeling skills
  • Ability to present complex financial information to various audiences

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