Strategic Finance, Operations Analyst

Turn/River Capital

. Serve as the analytical partner for one portfolio company .

Posted 11/3/2026full-timeSan Francisco • California • United StatesJuniorMid-Level💰 $145,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SaaS economics, including ARR bridges, retention metrics, and pricing strategies, while leveraging SQL and AI tools for data analysis and automation. Proven ability to translate complex analyses into actionable recommendations for executive leadership.

Highest-signal resume keywords

SaaS EconomicsSQL ProficiencyAI Tools UtilizationData AnalysisStrategic Finance Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue AnalysisRetention MetricsCohort AnalysisModel BuildingData Validation

Soft Skills

CuriosityExecution OrientationAdaptabilityCollaborationFeedback Reception

Tools & Technologies

BI ToolsSQLAI Agents

Industry Keywords

SaaS FP&ATechnology Investment BankingStrategy ConsultingCFO Relationship ManagementRevenue Source Mapping

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Serve as the analytical partner for one portfolio company
Identify the real questions behind revenue and retention issues
Gather data, build analyses, and deliver recommendations
Own value-creation analysis covering retention and cohorts, pricing and packaging, pipeline and funnel yield, and revenue source mapping
Pull and validate numbers using SQL, BI tools, and AI agents
Use AI to reduce analysis cycle time and identify automation opportunities
Translate findings into recommendations with quantified revenue impact, a clear owner, and a next step
Support new deals and add-ons when the deal team needs speed
Convert repeatedly requested analyses into reusable templates or tools for the portfolio and Operations team
Collaborate with a Data Analytics Lead, platform team, Ops and Investment teams, portfolio company CEOs, and firm leadership

Requirements

What you’ll need

2-4 years of experience in SaaS FP&A or strategic finance, technology investment banking, or strategy consulting with software clients
Command of SaaS economics: ARR bridges, gross and net retention, cohorts, pricing, and unit economics
Experience building models from scratch and producing output that executives can use without rework
Proficiency in SQL and comfort in messy, raw data
Demonstrated ability to use AI tools or automation, ideally without being asked
Ability to break complex revenue processes into systems of components, root causes, and dependencies
Hands-on, execution-oriented, and accountable for results
Curious, experimental operator who takes feedback well and continuously tests new approaches and technologies
Experience owning a relationship with a CFO, CRO, or business unit leader is preferred
Ability to work onsite in the San Francisco office three days a week
Must answer whether visa sponsorship will be required to work in the US

Benefits

Comp & perks

Competitive salary and discretionary bonus
Medical, dental, and vision insurance covered 100% for employee & dependents
Flexible vacation policy
401K matching
Paid parental leave
Commuter benefits
Health and Wellness benefits
Household Services benefits
Home Office benefits
Annual Home Office Equipment Reimbursement
Donation matching
Work from home Monday & Friday
Energetic work environment with snacks and weekly team lunches 3x per week
Holiday parties
Annual company offsite and retreat
Annual summer "work from anywhere" month