Financial Analyst - ARR
Auto ImportKey Responsibilities
ARR Data Quality
- Own and maintain ARR data governance standards, definitions, and documentation to ensure consistency across systems and reporting sources
- Identify, investigate, and resolve data quality issues impacting ARR metrics; partner with IT, GTM Operations, and Sales to drive root cause resolution
- Establish and monitor data validation controls, reconciliation processes, and audit trails to support data integrity
Reporting & Dashboards
- Collaborate on the development and maintenance of ARR reporting packages, dashboards, and scorecards for finance leadership and business partners
- Build and maintain data quality monitoring dashboards that track completeness, accuracy, and consistency of ARR data across source systems, flagging anomalies for timely resolution
- Translate complex data into clear, actionable insights through visualizations and written commentary
Data Analysis
- Conduct ad hoc and recurring analysis of ARR trends including net new ARR, churn, expansion, and contraction
- Support variance analysis and commentary, identifying drivers of ARR performance versus plan and prior periods
- Partner with the broader FP&A team on ARR inputs for forecasting, budgeting, and strategic planning cycles
Cross-Functional Process Alignment
- Collaborate with GTM Operations, Customer Success, Data Governance, and Data Strategy teams to align on ARR definitions, policies, and downstream data flows
- Participate in process improvement initiatives related to ARR data infrastructure, lead-to-cash workflows, and system implementations (e.g., Adaptive Planning)
- Serve as a subject matter expert on ARR data for business partners across the organization
Qualifications :Required
- Bachelor's degree in Finance, Economics, Data, or a related field
- 24 years of experience in FP&A, Sales Operations, financial analysis, or a data-focused finance role
- Strong proficiency in Salesforce CRM, including pipeline management, reporting, and data governance
- Advanced Excel skills and proficiency in SQL for data extraction and analysis
- Experience with Power BI or similar BI/visualization tools
- Solid understanding of SaaS revenue metrics, particularly ARR, MRR, churn, and net revenue retention
- Strong attention to detail with a demonstrated ability to manage and reconcile large datasets
Preferred
- Familiarity with additional CRM/data quality tools (e.g., DemandTools, RingLead, HubSpot)
- Experience with Power Query or similar data transformation tools
- Comfort working alongside AI tools for data analysis or automation, with an interest in expanding those capabilities
- Experience working in a global, matrixed organization
- Background supporting QBRs or executive-level reporting with variance analysis and narrative development
Competencies
- Analytical Thinking – Comfortable working through complex, ambiguous data problems and presenting findings clearly
- Collaboration – Builds strong working relationships across finance and non-finance teams
- Attention to Detail – Maintains a high standard for data accuracy and process discipline
- Communication – Translates technical data concepts into business-relevant language for diverse audiences
- Continuous Improvement – Proactively identifies opportunities to streamline processes and improve data qualityRole & responsibilities