Note: The job is a remote job and is open to candidates in USA. o9 Solutions, Inc. is a technology company focused on transforming enterprise planning through an AI-first approach. They are seeking a Senior Financial Analyst to drive operational execution, financial modeling, and data-driven analysis across their Go-To-Market and Services portfolios.
Responsibilities
- Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing
- Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner
- Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses. Proactively pinpoint trends, risks, and operational opportunities for improvement
- Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently
- Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business
- Create and maintain financial models for the Professional Services and Support teams, monitoring utilization and costs to ensure Gross Margins align with long-term profitability targets
- Translate complex GTM data into clean, structured datasets and presentation slides to support leadership reviews
Skills
- 4–6 years of progressive experience in corporate finance, FP&A, or strategic sales/revenue operations
- General knowledge of accounting, financial, and operational principles, with exposure to Enterprise SaaS, Gross Margin mechanics, and software/professional services revenue structures
- Advanced Excel skills with a proven ability to independently develop dynamic, detailed bottoms-up financial models and reports
- Proficiency in PowerPoint or Google Workspace to build clean, insightful collateral
- Bachelor's degree in Finance, Economics, Business, or a related analytical field
- Superior attention to detail, a strong problem-solving mindset, and the ability to manage multiple competing priorities in a fast-paced environment
- Familiarity with BI tools, CRM systems (Salesforce), or SQL is a plus
Benefits
- Medical
- Retirement
- Other company-sponsored benefits
Company Overview