Sr Principal Finance Analyst – CSM Finance jobs in United States
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Gen · 1 month ago

Sr Principal Finance Analyst – CSM Finance

positionUSA - Arizona, Tempe
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff

Gen is committed to diversity and inclusivity, and they are seeking a Sr Principal Finance Analyst to join their CSM Finance team. The role involves supporting financial planning and analysis, building financial models, and collaborating with various stakeholders to enhance customer success and retention efforts.

Cyber SecurityDigital MediaInformation Technology

Responsibilities

Analyze customer success metrics
Build and maintain comprehensive dashboards and reporting frameworks to track key performance indicators across the customer success organization
Conduct deep-dive analyses to identify trends, opportunities, and risks within the CSM-led revenue streams
Provide actionable insights to leadership on customer cohort performance, unit economics, and ROI of customer success investments
Develop weekly, quarterly, and annual forecasts for CSM-driven bookings
Build sophisticated financial models to support scenario planning and sensitivity analyses
Partner with Customer Success leadership to translate go-to-market strategies into detailed financial plans
Own the bottoms-up forecast process for your business area, ensuring accuracy and alignment with top-down targets
Serve as a primary finance partner to Customer Success leadership, building trusted relationships and credibility
Participate in regular business reviews, strategic planning sessions, and operational meetings
Translate complex financial concepts into clear, actionable recommendations for non-finance stakeholders
Challenge assumptions and provide financial perspective on strategic initiatives and investments
Collaborate cross-functionally with Finance, Revenue Operations, and Product teams

Qualification

Financial modelingForecastingData analysisSQLData visualizationInterpersonal skillsCommunication skillsCollaboration skills

Required

Highly developed interpersonal and communication skills, with the ability to communicate effectively with a wide range of people at different levels and from different cultures and backgrounds
Advanced Excel skills, proven ability to work with data
Strong analytical skills and critical thinking, experience building complex financial models
Ability to present a concise view of the business to senior leadership while gaining support and building consensus on strategy
100% team player with excellent collaboration skills, flexibility, and a willingness to improve existing processes and performance

Preferred

Experience utilizing SQL
Experience with tools such as Tableau

Benefits

Flexible working options with generous time off
Competitive benefits and compensation package

Company

Gen

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Gen is a cybersecurity company that offers security, identity protection, and privacy solutions.
dateFounded in 2022
location
Tempe, Arizona, USA
people-size5001-10000 employees
web-link
https://www.gendigital.com

Funding

Current Stage
Public Company
Total Funding
$950M
2025-02-13Post Ipo Debt· $950M
2022-11-08IPO

Leadership Team

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Rich Matta
General Manager and Head of ReputationDefender
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Recent News

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Company data provided by crunchbase