Senior Strategic Financial Analyst jobs in United States
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DataVisor · 1 month ago

Senior Strategic Financial Analyst

DataVisor is the world's leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. The Senior Strategic Financial Analyst will act as a key architect of financial planning and reporting, partnering with various leaders to track and optimize financial performance.

Artificial Intelligence (AI)Big DataCyber SecurityFraud DetectionMachine Learning
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Growth Opportunities

Responsibilities

Strategic Planning & Metric Architecture
KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support
Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity
FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data
GTM Operations & Deal Desk Partnership
Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure
Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets
Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making
Systems, Data Governance & Process Improvement
CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools)
Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting
Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks

Qualification

Financial ModelingSalesforceData GovernanceExcelBI ToolsStrategic FinanceCommunication SkillsTeam CollaborationProblem-Solving

Required

5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies
Advanced proficiency in Excel (complex modeling) is required
Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential
Bachelor's degree in Finance, Math, Accounting, Economics, or a related quantitative field
Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product)
Strong communication skills and excellent writing skills
Strong team collaborator, self driven and motivated

Preferred

Prior experience in Enterprise SaaS company
Prior private equity or investment banking experience
Experience with BI tools (e.g. Tableau, Power BI, Looker, Python)
Experience with Planning tools (e.g. Anaplan, Adaptive Insights)
MBA or master degree

Benefits

Equity
Benefits

Company

DataVisor

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DataVisor is a fraud detection company powered by transformational AI technology.

Funding

Current Stage
Growth Stage
Total Funding
$94.5M
Key Investors
HSGGenesis Capital
2022-12-14Series Unknown· $40M
2019-10-21Series C
2018-02-09Series C· $40M

Leadership Team

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Yinglian Xie
CEO and Co-Founder
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Fang Yu
Co-founder and CPO
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Company data provided by crunchbase