Senior Strategic Financial Analyst

DataVisor is seeking a Senior Strategic Financial Analyst to be a key architect of their financial planning and reporting infrastructure. This role involves strategic partnership with GTM, R&D, and Operations leaders, focusing on defining and tracking SaaS metrics, building financial models, and driving budgeting/forecasting. The analyst will also partner with Deal Desk on pricing and revenue recognition, analyze sales compensation, and spearhead integration between CRM and financial systems to ensure data integrity and process improvement. The ideal candidate has 5+ years of experience in FP&A or similar, with strong analytical skills and a builder mindset.

Must Have

• Design and maintain comprehensive SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number)
• Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity
• Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process
• Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications
• Analyze the ROI of sales compensation plans and GTM organizational structure
• Conduct deep-dive analyses on specific business questions to support executive decision-making
• Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools)
• Define the "source of truth" for sales data and implement quality controls
• Develop standardized operating procedures (SOPs) for financial analysis
• 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations
• Prior experience in Enterprise SaaS company
• Advanced proficiency in Excel (complex modeling)
• Strong familiarity with Salesforce (reporting, dashboards, object relationships)
• Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field
• Proven ability to translate complex financial data into clear, actionable narratives
• Strong communication and excellent writing skills
• Strong team collaborator, self driven and motivated

Good to Have

• Prior private equity or investment banking experience preferred
• Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus
• MBA or master degree is a plus

Perks & Benefits

• Equity
• Benefits
• Opportunity to influence deal structures and operational strategy
• Direct reporting line to the VP of Finance and regular exposure to GTM leadership
• Opportunity to design processes from scratch

Description

DataVisor is the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving fraud and money laundering activities in real time. Its patented unsupervised machine learning technology, advanced device intelligence, powerful decision engine, and investigation tools work together to provide significant performance lift from day one. DataVisor's platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership, compared to legacy point solutions. DataVisor is recognized as an industry leader and has been adopted by many Fortune 500 companies across the globe.

Our award-winning software platform is powered by a team of world-class experts in big data, machine learning, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results-driven. Come join us!

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