The Senior Financial Analyst, ARR will play a key role in supporting accurate, timely, and decision-ready recurring revenue reporting across the business. This role will own core ARR and billings reporting processes, help improve forecasting accuracy, and partner cross-functionally with Finance, Accounting, Sales, Customer Operations, and business leaders to deliver clear insights on revenue performance, trends, risks, and opportunities.
WHAT YOU'LL DO- Own, maintain, and continuously improve recurring ARR and billings reporting processes, including monthly close reporting, trend analysis, and management reporting deliverables
- Analyze ARR movement, billings performance, renewals, churn, expansion, contraction, and other revenue-related metrics to help identify key drivers, risks, and opportunities
- Partner with Sales, Customer Operations, Accounting, and other cross-functional teams to gather required inputs, validate data, and ensure alignment on revenue reporting definitions and assumptions
- Support ARR, billings, and related revenue forecasting by maintaining models, updating assumptions, and providing timely analysis for planning and decision-making
- Monitor actual performance against forecasts, budgets, and prior periods, and prepare clear variance commentary for Finance leadership and business stakeholders
- Develop and enhance reporting packages, dashboards, and ad hoc analyses that translate complex revenue data into actionable insights for decision makers
- Identify opportunities to improve data quality, automate recurring work, and streamline workflows to increase reporting accuracy, consistency, and efficiency
- Support the broader FP&A team with financial analysis, executive reporting, business partner requests, and special projects as needed
QUALIFICATIONS- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
- 3-5 years of experience in finance, FP&A, revenue analysis, accounting, or a related analytical role preferred
- Strong understanding of recurring revenue models, software or SaaS revenue streams, and key ARR-related metrics
- Advanced analytical and financial modeling skills, with the ability to synthesize large datasets into clear insights and recommendations
- High attention to detail and a strong commitment to data accuracy, consistency, and process discipline
- Advanced proficiency in Microsoft Excel and PowerPoint; experience with Power BI, SQL, Workday Adaptive Planning, CRM, billing, or ERP systems is a plus
- Ability to manage multiple priorities, meet deadlines, and work effectively with limited supervision in a fast-paced environment
- Clear and confident communication skills, with the ability to explain financial results and revenue trends to both finance and non-finance stakeholders
- Collaborative, curious, and process-improvement oriented, with a willingness to help strengthen the team's reporting capabilities and overall performance
- Experience building repeatable reporting processes, reconciliations, data validation checks, or automated workflows.
Compensation: 85,000 USD - 105,000 USD
At Fortra, our compensation philosophy prioritizes fair market value and internal equity, aligning with your experience and specialized skill set.
As a full-time, exempt employee at Fortra, you'll enjoy a comprehensive benefits package that includes:
- Health, dental, and vision coverage as of hire
- Immediate enrollment in 401(k), HSA, and FSA plans
- Flexible PTO policy
- Tuition and personal enrichment reimbursement
- Option to enroll in ID Theft Protection Program
