Role Overview

Manage monthly forecasting, annual budget, and KPIs for GTM (Sales & Marketing) and G&A expense categories.
Drive monthly budget vs. actuals analysis for GTM and G&A spend, explaining key variances and partnering with department leaders to achieve business goals.
Own COGS analysis to protect and expand gross margin, pressure testing delivery and support staff, hosting, and services costs to ensure they scale efficiently.
Partner with department leaders to track spending against budget, identify efficiency opportunities, and help guide resource allocation decisions.
Own the calculation and ongoing tracking of core SaaS metrics, ensuring methodology is consistent, well-documented, and trusted by leadership.
Maintain the driver-based operating model underlying the business, keeping it current as assumptions and business dynamics evolve.
Own headcount reporting and planning in partnership with People/Talent teams, tracking hiring against plan and budget while continuously identifying areas of improvement.
Own monthly top-line billings calculations for the Operator Qualification (OQ) product line, partnering cross-functionally to ensure complete and accurate reporting, building toward automation.
Synthesize billings, expenses, and operational data into a clear narrative that identifies opportunities to accelerate growth.
Build and maintain the OQ billings model, tracking actuals against plan and proactively identifying risks or opportunities.
Develop analytics that go beyond reporting, surfacing trends, cohort behavior, and pricing/packaging dynamics within the product line.
Lead the full Product P&L for the Operator Qualification line, ensuring leadership has a clear, accurate view of unit economics and profitability drivers.
Lead the bi-weekly billings Flash report, giving leadership a timely, accurate pulse on performance ahead of monthly close.
Build materials used in board reporting that translate complex financial data into clear, executive-level narratives and visuals.

Requirements

4–7 years of experience in FP&A, corporate finance, or investment banking/consulting with a strong analytical foundation; SaaS experience strongly preferred.
Advanced Excel modeling skills; experience with visualization tools like Power BI is a plus.
Demonstrated ownership of a P&L, billings/revenue process, or similar financial workstream.
Familiarity with SaaS metrics (billings, GRR, NRR, CAC, LTV, LTV/CAC ratio) and how they translate into executive-level narratives.
Understanding of the GTM funnel and the KPIs that drive the health of the business.
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus but not required.

Tech Stack

Flash

Benefits

Work with a global team! We have colleagues and customers across North America and around the world.
Veriforce is a great place to work! Our leaders and team members consistently cite our culture as one of the top reasons it’s a great place to build a career.
100% employer-paid medical and dental insurance for employees
Monthly contributions to Health Savings Accounts
A 401(k) match that is immediately fully vested
Outstanding time off benefits
Paid time off for volunteer activities
Remote work opportunities

Financial Operations Analyst

About this role