[Hiring] Senior Financial Analyst @Precisely

Role Description

As a Senior Financial Analyst supporting our Go-To-Market organization, your focus will be on taking ownership of a number of key FP&A processes. Partnering closely with Sales, Sales Operations, and Marketing leadership, you will ensure GTM operating plans are aligned with financial goals and create the transparency that allows us to make the right decisions. You will play a key role in developing and maintaining the reporting, analytics, and modeling behind bookings, pipeline, and sales capacity, turning GTM data into insight that shapes how the company invests in growth. In this role, the Senior Financial Analyst will gain deep, hands-on operating experience at a venture-backed software firm. They will also have unique exposure to the CFO and senior executives across functional groups.

• Serve as finance lead for Sales, providing data-driven insight that enables GTM executives to achieve their operating plans.
• Partner with cross-functional groups on monthly financial reporting (Annual Recurring Revenue, New and Renewal bookings, retention), pipeline and coverage analysis, sales productivity metrics, and ad hoc financial analysis.
• Increase automation and efficiency of current processes through Workday Adaptive Planning, Excel improvements, and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups.
• Support the annual GTM planning cycle, including sales capacity modeling, headcount and quota setting, and sales compensation plan analysis in partnership with Sales Operations.
• Ability to work closely with business partners and executives, including Sales and GTM leadership, to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions.
• Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines.
• Own the month-end review process for GTM results, highlighting potential risks and opportunities against plan through detailed variance analysis and reporting.
• Support ad hoc projects and strategic initiatives.

Qualifications

• Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).
• Minimum 3-5 years of relevant FP&A experience, including financial modeling, forecasting, and reporting; experience supporting a Sales or GTM organization as a finance business partner.
• Specific technical or software skills required: Advanced Microsoft Excel (complex formulas and modeling techniques); experience working with CRM and bookings data (Salesforce or equivalent); experience with AI productivity tools (Claude, Microsoft Copilot).
• Experience with AI productivity tools such as Claude and Microsoft Copilot required.
• Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.

Requirements

• Prior experience supporting a Sales function as a finance business partner, including quota, capacity, or sales compensation analysis.
• Experience with Workday Adaptive Planning.
• SaaS industry experience, including familiarity with ARR, gross and net retention, and bookings-to-revenue dynamics.
• Prior work history in private equity or venture-backed companies.

Company Description

Precisely is the leader in data integrity. We empower businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products and strategic services. What does this mean to you? For starters, it means joining a company focused on delivering outstanding innovation and support that helps customers increase revenue, lower costs and reduce risk. In fact, Precisely powers better decisions for more than 12,000 global organizations, including 95 of the Fortune 100. Precisely's 2500 employees are unified by four company core values that are central to who we are and how we operate: Openness, Determination, Individuality, and Collaboration. We are committed to career development for our employees and offer opportunities for growth, learning and building community. With a "work from anywhere" culture, we celebrate diversity in a distributed environment with a presence in 30 countries as well as 20 offices in over 5 continents. Learn more about why it's an exciting time to join Precisely!