Sr. Financial Analyst - Topline & GTM

Proofpoint is a global leader in human- and agent-centric cybersecurity. We are seeking a highly analytical, execution-focused Senior Financial Analyst to serve as the primary FP&A partner for a Strategic Business Unit. This role involves owning and continuously improving the planning and reporting cycle, connecting Salesforce pipeline, GTM investments, and operational drivers to Topline outcomes (ARR, Bookings, Billings, Revenue). You will lead BU-level forecasting, develop complex business models, manage planning processes, build executive reporting, and partner cross-functionally to influence topline performance and ensure data consistency.

Must Have

• Lead BU-level forecasting for ARR, Bookings, Billings, and Revenue
• Integrate Salesforce pipeline, GTM investments, and product/commercial plans
• Develop and maintain complex business and forecast models
• Identify leading indicators and track SaaS metrics (renewals, churn/retention, expansion, cohort behavior)
• Perform variance analysis (plan vs. actuals) and driver-level insights
• Manage BU monthly/quarterly close, annual planning, quarterly re-forecast, and long-range planning processes
• Build dashboards and executive-ready reporting
• Partner closely with FP&A BPs, Accounting, Sales Operations, Product, and BU GMs
• Act as a key contributor to the Enterprise Topline, facilitating ad hoc analyses
• Design and refine scalable processes for topline reporting and forecasting
• Improve data hygiene, definitions, and metric consistency
• 5+ years in FP&A, finance, or a comparable analytical role
• BA/BS in Finance, Business, Economics (or commensurate experience)
• Proven ability to manage large datasets, navigate ambiguity, and translate analytics into clear recommendations
• Advanced Excel skills (pivot tables, INDEX/MATCH, nested formulas)
• Strong data modeling and storytelling capabilities
• Exceptional attention to detail, business judgment, and communication skills
• Comfortable presenting to senior leadership

Good to Have

• Working knowledge of ASC 606 and revenue accounting principles
• SaaS experience
• Experience with Salesforce, Adaptive Planning, RevPro, Power BI, and Microsoft 365

Perks & Benefits

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities
• Flexible time off
• Comprehensive well-being program with two paid Wellbeing Days
• Two paid Volunteer Days per year
• Three-week Work from Anywhere option

About Us:

Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple: safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people.

How We Work:

At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values:

Bold in how we dream and innovate

Responsive to feedback, challenges and opportunities

Accountable for results and best in class outcomes

Visionary in future focused problem-solving

Exceptional in execution and impact

The Role

We are seeking a highly analytical, execution-focused Senior Financial Analyst to serve as the primary go-to FP&A partner for a Strategic Business Unit (BU). You will own and continuously improve the planning and reporting cycle for the BU, connecting Salesforce pipeline, GTM investments, and operational drivers to Topline outcomes (ARR, Bookings, Billings, Revenue). You’ll work cross-functionally with FP&A, Accounting, Product, Sales Ops, and BU General Managers to forecast, analyze, and influence the topline across short- and long-term horizons, including renewals and retention. This is a high-visibility role with opportunities to present executive insights and support enterprise-wide topline alignment across BUs.

What You’ll Do:

Topline Ownership & Forecasting

• Lead BU-level forecasting for ARR, Bookings, Billings, and Revenue, integrating Salesforce pipeline, GTM investments, and product/commercial plans.
• Develop and maintain complex business and forecast models; identify leading indicators and track SaaS metrics (renewals, churn/retention, expansion, cohort behavior).
• Perform variance analysis (plan vs. actuals) and driver-level insights to guide BU decisions.

Planning & Reporting

• Manage BU monthly/quarterly close, annual planning, quarterly re-forecast, and long-range planning processes.
• Build dashboards and executive-ready reporting that reduce redundancy and surface actionable insights for leadership.
• Support internal/external reporting and contribute to Board and CFO materials as needed.

Cross-Functional Partnerships

• Partner closely with FP&A BPs, Accounting (align on revenue recognition under ASC 606), Sales Operations (pipeline quality and conversion), Product (roadmap and monetization), and BU GMs (investment/prioritization).
• Act as a key contributor to the Enterprise Topline, facilitating ad hoc analyses that connect insights across BUs (e.g., cross-sell, GTM investments, shared levers).

Process & Scale

• Design and refine scalable processes for topline reporting and forecasting across systems and teams.
• Improve data hygiene, definitions, and metric consistency to support rapid growth and enterprise alignment.

Qualifications

• 5+ years in FP&A, finance, or a comparable analytical role—SaaS experience strongly preferred.
• BA/BS in Finance, Business, Economics (or commensurate experience).
• Working knowledge of ASC 606 and revenue accounting principles (plus).
• Proven ability to manage large datasets, navigate ambiguity, and translate analytics into clear recommendations.
• Advanced Excel skills (pivot tables, INDEX/MATCH, nested formulas); strong data modeling and storytelling capabilities.
• Experience with Salesforce, Adaptive Planning, RevPro, Power BI, and Microsoft 365 (plus).
• Exceptional attention to detail, business judgment, and communication skills; comfortable presenting to senior leadership.

#LI-AN2

Why Proofpoint?

At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you’ll love working with us:

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities

Our Culture:

Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone.

We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com.

How to Apply

Interested? Submit your application along with any supporting information- we can’t wait to hear from you!

Consistent with Proofpoint values and applicable law, we provide the following information to promote pay transparency and equity. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets as set out below. Pay within these ranges varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. The range provided may represent a candidate range and may not reflect the full range for an individual tenured employee. This role may be eligible for variable compensation and/or equity. We offer a competitive benefits package, including flexible time off, a comprehensive well-being program with two paid Wellbeing Days and two paid Volunteer Days per year, plus a three-week Work from Anywhere option.

Base Pay Ranges:

SF Bay Area, New York City Metro Area:

Base Pay Range: 123,200.00 - 193,600.00 USD

California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska:

Base Pay Range: 102,300.00 - 160,820.00 USD

All other cities and states excluding those listed above:

Base Pay Range: 92,100.00 - 144,705.00 USD

Proofpoint Best Places to Work Awards

Best Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams.

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About Us

We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We’re driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people.

Our BRAVE Values:

At Proofpoint, we are BRAVE in everything we do, and our values aren’t just words—they shape how we work, collaborate, and grow.

We seek people who are bold enough to challenge the status quo, responsive in the face of ever-evolving threats, and accountable for delivering real impact.

We value those with a visionary mindset who anticipate what’s next and push cybersecurity forward, and we celebrate exceptional execution that ensures we continue to defend data and protect people.

Proofpoint is an equal opportunity employer, we hire without consideration to race, religion, creed, color, national origin, age, gender, sexual orientation, marital status, veteran status or disability.

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Build Meaningful Connections:

Find your network, your allies, and your biggest fans. We know that work is simply better when you’re surrounded by people who inspire you—who share ideas, cheer you on, and genuinely want to see you succeed. That’s why we offer social circles, sponsored networks, and connection points across teams and time zones—to help you find your people, build your community, and thrive together.

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Do Your Best Work:

This isn’t just a job—it’s a mission to protect people and defend data in a world that never slows down. We’re building the future of human-centric cybersecurity, and that future belongs to all of us. We take ownership, move fast, and hold ourselves accountable—because that’s what it takes to stay ahead. And we do it together, winning as one.

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Build success on your terms:

Be empowered to reach your full potential through meaningful challenges and personalized support—designed around you and your goals. Whether you're growing as a leader or leveling up from great to exceptional as an individual contributor, we’re here to help you get there.

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