Principal Financial Analyst

Overview

We are seeking a Principal Financial Analyst with strong experience in a SaaS environment. This role will serve as a strategic finance partner to the Sales and Marketing teams, delivering insights and analysis that drive customer acquisition, revenue growth, and operational efficiency. You'll be instrumental in budgeting, forecasting, performance tracking, and evaluating marketing and sales investments across various channels and customer segments.

Your work will directly impact GTM strategies, CAC optimization, and ARR growth.

• Financial Planning & Analysis:
  Lead end-to-end financial planning processes for Sales and Marketing functions, including annual budgeting, quarterly forecasting, and long-range planning
• Develop and maintain models to evaluate CAC, CLTV, payback periods, marketing ROI, pipeline conversion rates, and ARR growth
• Provide scenario modeling to support strategic decisions around pricing, territory planning, and campaign investments
• Sales & Marketing Support:
  Partner with CRO, CMO, and GTM leaders to assess performance and resource allocation across inbound, outbound, partner, and product-led growth (PLG) channels
• Support sales compensation planning, quota setting, and performance tracking
• Analyze and optimize marketing spending across digital, events, content, and ABM campaigns
• Data Analysis & Reporting:
  Build and deliver executive-level dashboards and presentations to communicate key KPIs (e.g., pipeline coverage, sales velocity, churn, CAC:
  
  LTV, NRR)
• Monitor campaign performance, channel attribution, and funnel metrics in collaboration with Rev Ops and Marketing Ops
• Leverage tools such as Salesforce, Hub Spot, Marketo, Looker, Tableau, Snowflake, or other BI platforms
• Strategic Initiatives & Ad Hoc Projects:
  Support strategic projects such as GTM expansion, product monetization, pricing changes, and partner/channel development
• Conduct competitive benchmarking and market analysis for customer acquisition strategies

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA, CFA, or CPA a plus)
• 7+ years of FP&A experience, with at least 2+ years supporting SaaS or Fintech Sales/Marketing functions
• Deep understanding of SaaS financial metrics: ARR, MRR, CAC, CLTV, churn, NRR, and pipeline metrics
• Expertise in financial modeling and Excel; experience with tools like Adaptive Insights, Anaplan, or Planful
• Proficiency in CRM and marketing platforms (e.g., Salesforce, Hub Spot, Marketo)
• Commutable to Holmdel, NJ headquarters

• We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!

• Join our Remote-First Global Work Community:
  Work Wave provides an innovative and dynamic remote-first Global Work Community that encourages growth, creativity, and collaboration. No matter what stage of your career or where you live, Work Wave is your place to be part of a global company with a startup feel, where your ideas matter and your growth is a priority

• We know that there are benefits of being in the office and working from home. Work Wave promotes a healthy work/life balance and provides employees with the flexibility of collaborating in the office or the option to work virtually if desired. Our teams are well versed at working collaboratively in a fully virtual environment
• Our HQ is based at our state of the art home office in the historic Bell Works complex located in Holmdel Township, New Jersey. We keep our offices available to all to use when working remotely isn’t feasible,…