Analyst, Strategic Finance, Reporting

Job Mobz

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

Posted 11/9/2026full-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, financial modeling, and actionable insights. Proficient in leveraging tools like Salesforce and SQL to enhance reporting and analytical efficiency.

Highest-signal resume keywords

Sales ForecastingFinancial ModelingSQL SkillsData IntegrationAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ForecastingFinancial ModelingVariance AnalysisAdvanced ExcelSQLData AnalysisDashboard DevelopmentReporting Best PracticesForecasting MethodologiesData Governance

Soft Skills

Analytical SkillsAttention to DetailCommunication SkillsProblem-Solving Skills

Tools & Technologies

SalesforceRedshiftTableauGoogle Sheets

Industry Keywords

Go-to-Market AnalyticsSaaS EnvironmentRevenue ReportingGTM KPIsBudgetingRevenue Growth Initiatives

Tech Stack

Tools & technologies

Amazon RedshiftSQLTableauGo

About the role

Key responsibilities & impact

Build, refine, and maintain revenue and churn forecasting models
Continuously improve forecasting methodologies to enhance accuracy and predictability
Conduct variance analysis between forecasts and actuals, and deliver actionable insights to stakeholders
Integrate data from Salesforce, Redshift, Tableau, and other sources for forecasting and reporting
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, and revenue and cost trends
Present key 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
Identify opportunities to 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 (complex formulas, pivot tables, etc.)
Experience with CRM platforms (Salesforce) and data warehousing tools (e.g., 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