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Gen · 3 hours ago

Sr Principal Finance Analyst – CSM Finance

Phoenix, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

Gen is a company committed to diversity, equity, and inclusion, striving to create a supportive environment for its employees. The Sr Principal Finance Analyst will support the Norton CSM team by ensuring business models are effective and financial plans align with company goals, while also contributing to forecasts and guiding stakeholders in achieving retention objectives.

Cyber SecurityDigital MediaInformation Technology

Hiring Manager

Annu Singh

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 AnalysisForecastingFinancial ModelingData VisualizationSQLInterpersonal 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 desired

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