Senior Financial Analyst

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.