Medium
Overview
We are seeking a
Principal Financial Analyst
with strong experience in a SaaS environment. This role will serve as a strategic finance partner to the Sales and Marketing teams, delivering insights and analysis that drive customer acquisition, revenue growth, and operational efficiency.
You'll be instrumental in budgeting, forecasting, performance tracking, and evaluating marketing and sales investments across various channels and customer segments. Your work will directly impact GTM strategies, CAC optimization, and ARR growth.
$115,000 - $140,000 a year
What you'll do
Financial Planning & Analysis:
Lead end-to-end financial planning processes for Sales and Marketing functions, including annual budgeting, quarterly forecasting, and long-range planning.
Develop and maintain models to evaluate CAC, CLTV, payback periods, marketing ROI, pipeline conversion rates, and ARR growth.
Provide scenario modeling to support strategic decisions around pricing, territory planning, and campaign investments.
Sales & Marketing Support:
Partner with CRO, CMO, and GTM leaders to assess performance and resource allocation across inbound, outbound, partner, and product-led growth (PLG) channels.
Support sales compensation planning, quota setting, and performance tracking.
Analyze and optimize marketing spending across digital, events, content, and ABM campaigns.
Data Analysis & Reporting:
Build and deliver executive-level dashboards and presentations to communicate key KPIs (e.g., pipeline coverage, sales velocity, churn, CAC:LTV, NRR).
Monitor campaign performance, channel attribution, and funnel metrics in collaboration with RevOps and Marketing Ops.
Leverage tools such as Salesforce, HubSpot, Marketo, Looker, Tableau, Snowflake, or other BI platforms.
Strategic Initiatives & Ad Hoc Projects:
Support strategic projects such as GTM expansion, product monetization, pricing changes, and partner/channel development.
Conduct competitive benchmarking and market analysis for customer acquisition strategies.
What you'll bring
Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
7+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
Deep understanding of SaaS financial metrics:
ARR, MRR, CAC, CLTV, churn, NRR, and pipeline metrics.
Expertise in financial modeling and Excel; experience with tools like
Adaptive Insights, Anaplan, or Planful.
Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
Commutable to Holmdel, NJ headquarters.
About the company: We are a global company with a local presence offering a flexible work environment. See EEO and benefits section below for more details.
WHAT YOU SHOULD KNOW ABOUT US • We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!
GROW WITH US • We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth
• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!
• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year
JOIN OUR WINNING TEAM • 10 Time winner of Best Place to Work in New Jersey by NJBiz!
• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine
• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)
EEO
Statement We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
WorkWave supports salary transparency, however salary estimates provided by external websites may not reflect the actual salary range for the position.
#J-18808-Ljbffr
Principal Financial Analyst
with strong experience in a SaaS environment. This role will serve as a strategic finance partner to the Sales and Marketing teams, delivering insights and analysis that drive customer acquisition, revenue growth, and operational efficiency.
You'll be instrumental in budgeting, forecasting, performance tracking, and evaluating marketing and sales investments across various channels and customer segments. Your work will directly impact GTM strategies, CAC optimization, and ARR growth.
$115,000 - $140,000 a year
What you'll do
Financial Planning & Analysis:
Lead end-to-end financial planning processes for Sales and Marketing functions, including annual budgeting, quarterly forecasting, and long-range planning.
Develop and maintain models to evaluate CAC, CLTV, payback periods, marketing ROI, pipeline conversion rates, and ARR growth.
Provide scenario modeling to support strategic decisions around pricing, territory planning, and campaign investments.
Sales & Marketing Support:
Partner with CRO, CMO, and GTM leaders to assess performance and resource allocation across inbound, outbound, partner, and product-led growth (PLG) channels.
Support sales compensation planning, quota setting, and performance tracking.
Analyze and optimize marketing spending across digital, events, content, and ABM campaigns.
Data Analysis & Reporting:
Build and deliver executive-level dashboards and presentations to communicate key KPIs (e.g., pipeline coverage, sales velocity, churn, CAC:LTV, NRR).
Monitor campaign performance, channel attribution, and funnel metrics in collaboration with RevOps and Marketing Ops.
Leverage tools such as Salesforce, HubSpot, Marketo, Looker, Tableau, Snowflake, or other BI platforms.
Strategic Initiatives & Ad Hoc Projects:
Support strategic projects such as GTM expansion, product monetization, pricing changes, and partner/channel development.
Conduct competitive benchmarking and market analysis for customer acquisition strategies.
What you'll bring
Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus).
7+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions.
Deep understanding of SaaS financial metrics:
ARR, MRR, CAC, CLTV, churn, NRR, and pipeline metrics.
Expertise in financial modeling and Excel; experience with tools like
Adaptive Insights, Anaplan, or Planful.
Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo).
Commutable to Holmdel, NJ headquarters.
About the company: We are a global company with a local presence offering a flexible work environment. See EEO and benefits section below for more details.
WHAT YOU SHOULD KNOW ABOUT US • We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!
GROW WITH US • We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth
• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!
• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year
JOIN OUR WINNING TEAM • 10 Time winner of Best Place to Work in New Jersey by NJBiz!
• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine
• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)
EEO
Statement We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
WorkWave supports salary transparency, however salary estimates provided by external websites may not reflect the actual salary range for the position.
#J-18808-Ljbffr