Department: Financial Planning and Analysis
Location: Scotts Valley, CA (Hybrid)
We are looking for a commercially minded finance professional to serve as the dedicated FP&A partner for our Commercial and Go-to-Market (GTM) organizations. This role sits at the intersection of revenue strategy and financial discipline, supporting two distinct sales motions: Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also play a key role in standing up financial support for our new Direct-to-Consumer Online Store as we expand our GTM footprint.
This is a high-visibility, high-impact role. Your primary partners will be the SVP of Growth & Transformation and the VP of Worldwide Sales, and your work will directly inform how the company invests in and prioritizes its commercial activities.
ResponsibilitiesRevenue forecasting & financial planning
- Own end-to-end revenue forecasting across all commercial segments, including Channel Hardware, Channel Software, Direct Online Software & Subscriptions, and the DTC Hardware store.
- Maintain and continuously improve rolling forecast models that capture topline revenue, selling expenses, marketing activities, and the key drivers behind each.
- Partner with Sales and GTM leadership to translate key inbound metrics to reliable and accurate financial projections.
Reporting & performance management
- Produce and present weekly sales flash reports with clear, actionable commentary for commercial and finance leadership.
- Lead monthly actual vs. forecast variance analysis, identifying root causes and communicating findings in plain business language.
- Build and maintain dashboards and reporting tools that give commercial teams real-time visibility into performance against plan.
Insights, risks & opportunities
- Proactively surface risks and opportunities within the commercial portfolio, bringing data-driven recommendations to the GTM and Finance leadership.
- Act as a trusted thought partner to GTM leadership - going beyond the numbers to provide strategic context, business perspective, insights, and recommendations.
- Support territory, account, and channel level Sales views and expense planning as needed to inform GTM investment decisions.
Pricing & promotional analysis
- Conduct pricing and promotional analyses to evaluate margin impact, competitive positioning, and revenue lift.
- Participate in pricing review and approval workflows, ensuring proposals are financially sound and aligned with company objectives.
- Partner cross-functionally with Product, Marketing, and Sales to model scenarios and support go-to-market pricing decisions.
Qualifications- Demonstrated experience supporting Sales, Revenue, or GTM organizations in a business partner capacity.
- Track record of building and managing complex revenue forecast models, preferably across multiple sales channels or business models (SaaS, hardware, DTC, or similar).
- Experience with pricing and promotional analysis is a plus.
- Advanced proficiency in Excel and/or Google Sheets; comfortable building sophisticated models from scratch.
- Experience with NetSuite or a comparable ERP system.
- Hands-on experience with Adaptive Insights, or a similar enterprise planning platform.
- Strong communication skills - you can translate complex financial analysis into clear narratives for non-finance audiences.
- Highly organized and detail-oriented, with the ability to manage multiple work streams and deadlines simultaneously.
Education/Experience- Bachelor's Degree or equivalent experience
- 5-7 years of experience as a strong individual contributor with deep modeling and analytical capability and executing independently on defined work streams and proactively identifies insights
UA Salary Range of Pay: $135,000 - $145,000
Base salary/hourly rate of pay will be based on the cost of labor for the city/state in which the new hire resides, at the time of hire.
UA offers competitive benefits: Profit sharing, Medical/Dental/Vision, 401K Safe Harbor Contribution, Stock Options, Flexible time-off (PTO/Sick Leave/Company Holiday Time-off), etc.
