DataVisor

Senior Strategic Financial Analyst

DataVisor$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in FP&A, Strategic Finance, or Sales Operations with strong analytics.
  • Experience in an Enterprise SaaS company preferred.
  • Prior work in private equity or investment banking is a plus.
  • Advanced Excel proficiency for complex modeling is required.
  • Strong familiarity with Salesforce reporting and dashboards essential.
  • Knowledge of BI and Planning tools (e.g., Tableau, Anaplan) is advantageous.
  • Bachelor's degree in Finance, Math, Accounting, Economics, or related field; MBA preferred.

Responsibilities

  • Design and maintain comprehensive SaaS metrics for performance tracking.
  • Build and refine financial models to analyze revenue and pricing strategies.
  • Partner with VP of Finance for annual budgeting and quarterly forecasting.
  • Analyze deal structures and pricing for Sales Leadership support.
  • Conduct ROI analysis on sales compensation plans.
  • Lead integration of Salesforce with financial systems to improve data quality.
  • Develop SOPs for transitioning to automated financial analysis processes.

Benefits

  • You will influence operational strategy and deal structures directly.
  • Regular visibility and reporting to the VP of Finance.
  • Opportunity to create and optimize financial processes from the ground up.
Full Job Description
We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure. In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders. You will not only track the numbers but also define how we track them-bridging the gap between our CRM (Salesforce) and Finance systems to ensure data integrity. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you. Key Responsibilities: 1. Strategic Planning & Metric Architecture - KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support. - Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity. - FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data. 2. GTM Operations & Deal Desk Partnership - Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure - Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets. - Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making. 3. Systems, Data Governance & Process Improvement - CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools). - Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting. - Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks. Requirements - Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies. - Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred. - Technical Stack: - Advanced proficiency in Excel (complex modeling) is required. - Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential. - Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus. - Education: Bachelor's degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus. - Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated. Benefits Why You'll Love This Team: - Impact: You won't just report the news; you'll help make it by influencing deal structures and operational strategy. - Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership. - Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them. Compensation: - Base Salary Rang: USD 100K to 130K per year - Equity - Benefits

About DataVisor

DataVisor is an artificial intelligence company that provides fraud detection and prevention solutions for financial services, e-commerce, and social platforms. The company was founded in 2013 and is headquartered in Santa Clara, California. DataVisor uses machine learning algorithms to analyze large amounts of data and detect fraudulent activities in real-time. The company's solutions can help businesses reduce fraud losses, improve customer experience, and increase operational efficiency. DataVisor has partnerships with major financial institutions and e-commerce companies and is backed by several venture capital firms.
Learn more about DataVisor
Size
200 employees
Industry
Founded
2013

Similar Jobs

More Jobs at DataVisor

More Finance & Insurance Jobs

Find similar Senior Strategic Financial Analyst jobs: