Analyst, Strategic Finance and Reporting

Job Mobz

. Build, refine, and maintain revenue and churn forecasting models .

Posted 10/9/2026full-timeRemote • California • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Go-to-Market Analytics and Sales Forecasting, with a strong focus on data accuracy, reporting best practices, and advanced analytical techniques. Proficient in leveraging tools like Salesforce and Redshift to drive revenue growth and improve forecasting methodologies.

Highest-signal resume keywords

Sales ForecastingFinancial ModelingSQL Data AnalysisAdvanced Excel ProficiencyGo-to-Market Analytics

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ForecastingFinancial ModelingBudget-to-Actual Variance AnalysisRevenue ReportingSQLComplex FormulasPivot Tables

Soft Skills

Analytical SkillsProblem-SolvingAttention to DetailCommunication Skills

Tools & Technologies

SalesforceRedshiftTableauGoogle Sheets

Industry Keywords

Go-to-Market AnalyticsSaaS EnvironmentRevenue GrowthData GovernanceReporting Best Practices

Tech Stack

Tools & technologies

Amazon RedshiftSQLTableauGo

About the role

Key responsibilities & impact

Build, refine, and maintain revenue and churn forecasting models
Improve forecasting methodologies to enhance accuracy and predictability
Conduct variance analysis between forecasts and actuals and deliver actionable insights
Integrate data from Salesforce, Redshift, Tableau, and other sources
Partner with Sales, Marketing, Finance, and Operations teams to gather, validate, and align data
Perform deep-dive analyses to uncover trends, anomalies, and root causes
Develop and maintain dashboards and reports tracking GTM KPIs, sales performance, revenue, and cost trends
Present insights, forecasts, and recommendations to senior stakeholders
Support budgeting, goal-setting, and revenue growth initiatives through data-driven guidance
Maintain data accuracy, governance, and integrity across reporting and analytics
Streamline reporting, automate workflows, and improve analytical efficiency
Act as a subject matter expert in forecasting methodologies, reporting best practices, and analytics tools

Requirements

What you’ll need

2–4 years of experience in Go-to-Market Analytics, Sales Forecasting, or Sales Performance & Reporting, ideally within a SaaS environment
Hands-on experience with sales forecasting, financial modeling, budget-to-actual variance analysis, and revenue reporting
Advanced proficiency in Excel or Google Sheets, including complex formulas and pivot tables
Experience with CRM platforms such as Salesforce and data warehousing tools such as Redshift preferred
Strong SQL skills for data extraction, transformation, and analysis
Excellent analytical and problem-solving skills with strong attention to detail
Ability to communicate complex insights to both technical and non-technical audiences
Comfortable operating in fast-paced, high-growth environments

Benefits

Comp & perks

Remote work option
Confidential handling of applicant information according to EEO guidelines