Financial Analyst for SaaS Forecast Models
Skills Required
Description
Forecasting growth in a SaaS environment requires both analytical rigor and an understanding of subscription-based metrics. The Financial Analyst will focus on developing detailed financial models that support decision-making, planning, and investor communication.
The project centers on translating raw financial data into clear, actionable forecasts. This includes evaluating recurring revenue streams, churn rates, and customer acquisition costs.
Each model will be designed in Excel, structured for scalability and easy adjustments as new data becomes available.
The analyst will also conduct scenario analysis to simulate multiple business outcomes under different assumptions, helping the leadership team assess potential risks and opportunities.
Monthly and quarterly projections will be built to align with company goals, giving an accurate picture of cash flow, revenue trends, and profitability.
Close collaboration with product and marketing teams will ensure that forecasts accurately reflect upcoming campaigns, pricing changes, or new feature releases.
Key inputs will include customer lifetime value (CLV), annual recurring revenue (ARR), and gross margin — critical metrics for SaaS sustainability.
The analyst will review historical data to identify seasonality patterns and adjust forecasting formulas accordingly.
Budget planning will also fall under the scope, ensuring that spending aligns with strategic pr...