Senior Analyst, Strategic Finance and Reporting

Job Mobz

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

Posted 11/2/2026full-timeRemote • California • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in revenue forecasting, variance analysis, and data integration from multiple sources, with a strong focus on analytical accuracy and actionable insights. Proficient in utilizing advanced Excel functions and SQL for data analysis and reporting within a SaaS environment.

Highest-signal resume keywords

Sales ForecastingFinancial ModelingAdvanced ExcelSQL SkillsGo-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

Revenue ForecastingVariance AnalysisBudget-to-Actual AnalysisData IntegrationAnalytical Efficiency

Soft Skills

Analytical SkillsProblem-SolvingAttention to DetailCommunication Skills

Tools & Technologies

SalesforceRedshiftTableauGoogle Sheets

Industry Keywords

SaaSGTM KPIsSales PerformanceReporting 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 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, revenue, and cost trends
Present insights, forecasts, and recommendations to senior stakeholders
Support budgeting, goal-setting, and revenue growth initiatives
Maintain data accuracy, governance, and integrity across reporting and analytics
Streamline reporting, automate workflows, and improve analytical efficiency
Serve 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 technical and non-technical audiences
Comfortable operating in fast-paced, high-growth environments

Benefits

Comp & perks

Remote work option
Confidentiality of applicant information according to EEO guidelines