Job Description
Overview:
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. The client is a San Francisco, California-based SaaS company that offers a data connectivity platform whose services include data onboarding, the transfer of offline data online for marketing purposes. The company has offices in the United States, Europe, Australia, and Asia.
Job Title:Senior Financial Analyst
Location: San Francisco, CA 94104
Duration: 4 Months
Job Type: Temporary Assignment
Work Type:Hybrid
Job Description:
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About the Role:
- We re looking for a Senior Financial Analyst to join our Commercial FP&A team, with a focus on partnering with the Sales organization.
- This is a high-impact, highly visible role that will drive sales forecasting, performance analysis, and strategic decision-making across the go-to-market organization.
- You ll work closely with Sales, RevOps, and senior leadership to help scale revenue efficiently and profitably.
Responsibilities:
- Partner with Commercial, Sales, and Go-To-Market teams to deliver analyses, budgeting, forecasting, and ad hoc support that drive strategic decisions.
- Develop and maintain financial models and dashboards to support business performance tracking and improvement initiatives.
- Provide insights, recommendations, and regular reporting on pipeline, bookings and sales performance, working closely with business partners.
- Support annual planning, quarterly business reviews, and monthly close processes, ensuring strong financial rigor and accuracy.
- Assist in shaping business cases for new commercial initiatives, pricing, and product launches.
- Collaborate cross-functionally with leaders in the FP&A, Sales Finance, Corporate Finance, Revenue Operations, and Accounting teams.
- Support senior finance leadership in understanding key business drivers and providing value-added analytics.
- Foster an environment of process improvement by identifying and implementing automation and efficiency opportunities.
About you:
- 3+ years of experience in FP&A, Sales/Revenue Finance, or a related analytical field, preferably in a SaaS or technology environment.
- Solid understanding of financial concepts, forecasting, budgeting, and variance analysis.
- Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.
- Strong interpersonal, collaboration, and communication skills, able to work with both finance and non-finance stakeholders.
- Proficient in Excel, financial modeling, and data visualization; experience with Adaptive Insights, Salesforce, Tableau, or similar tools is a plus.
Qualifications:
- BA/BS in Finance, Accounting, Economics, or related field.
- 3+ years of experience in FP&A, budgeting, or related roles, preferably in SaaS.
- Advanced Excel skills and experience with large datasets.
- Comfort working with large datasets and presenting findings to a variety of audiences.
- Experience partnering with commercial teams in a SaaS or technology company.
- Familiarity with Anaplan, Salesforce, Workday, and Tableau is a plus.
- Strong analytical, problem-solving, and communication skills.
- Ability to manage multiple projects in a fast-paced environment.
- Experience partnering with non-finance stakeholders to drive accountability.
Preferred Qualifications:
- Prior exposure to pipeline analysis, pricing strategy, or go-to-market finance support.
- Understanding of SaaS business models and forecasting.
- Experience in AdTech, headcount planning, or commission forecasting.
- Proactive mindset with strong ownership and accountability.
TekWissen Group is an equal opportunity employer supporting workforce diversity.
Numbers & Facts
| Location | San Francisco, CA |
| Industry | Computer/IT Services |
| Salary | $57.58–$74.69 |
| Company Size | 100 to 499 employees |
| Year Founded | 2009 |
| Website | http://www.tekwissen.com/ |
About Company
WE THE TEKWISSEN PEOPLE
TekWissen offers you a broader portfolio of services, industry-leading solutions, and the meaningful innovations that give you greater flexibility and speed to respond to market dynamics, reduced costs and risk to improve enterprise performance, and increased productivity to enable growth.
To keep pace with global market demands, TekWissen keeps its finger on the pulse of change. Our organized approach to guiding a project from its inception to closure. Managing projects is becoming more and more important as we enter the digital era. To cope with the pace that this transition demands, a method is required to manage projects so they can yield quality work, while incorporating efficient use of time and resources.
Project involves identifying which quality standards are relevant to the project and determining how to satisfy them.
It is important to perform quality planning during the Planning Process and should be done alongside the other project planning processes because changes in the quality will likely require changes in the other planning processes, or the desired product quality may require a detailed risk analysis of an identified problem. It is important to remember that quality should be planned, designed, then built in, not added on after the fact.
Capabilities and accomplishments in one TekWissen business enhance the opportunity for success in the others. Put simply, TekWissen's unique combination of attributes promotes success.Skills
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