Financial Analyst | GTM FP&A (PE-Backed Data & Analytics Scaleup) | Remote & Up to $150k
Our Client
We’re excited to be partnering exclusively with one of the most compelling private equity-backed businesses in the data and analytics space that are building towards a substantial exit. This company has established itself as the market leader in their space, operating a scaled platform that combines an online marketplace with SaaS-based data analytics products.
Backed by one of the world’s premier technology-focused private equity firms, the business has reached $1 billion in annual revenue and employs approximately 1,500 people globally. They are recognized as the dominant player in their category, trusted by leading brands, financial institutions and professional services firms across the globe.
The senior leadership team is exceptional. A former public company CFO leads finance alongside a team that boasts deep expertise across investment banking, private equity and high-growth SaaS, creating a culture that is analytically rigorous, commercially sharp and genuinely ambitious.
The finance function is undergoing a significant transformation, investing heavily in data platforms, AI-enabled reporting and modern FP&A tooling as the build towards an exit. This is an organization that wants finance to be at the center of strategic decision-making, not a back-office function.
Responsibilities
GTM Finance & Business Partnering
• Partner with Sales, Marketing, Customer Success and Revenue Operations leaders to provide financial analysis and support commercial decision-making.
• Assist with monthly forecasting, annual budgeting and long-range planning for the GTM organization.
• Build and maintain revenue models covering bookings, pipeline, churn, ARR and other key SaaS metrics.
• Support monthly business reviews by preparing variance analysis and identifying key commercial trends and risks.
Forecasting & Planning
• Support the annual budget and quarterly forecast process across the GTM organization.
• Develop financial models to evaluate headcount investment, sales productivity and marketing ROI.
• Assist with scenario analysis and strategic planning to support business growth initiatives.
Reporting & Analytics
• Produce and enhance reporting across key GTM KPIs including ARR, ACV, CAC, LTV, churn and net revenue retention.
• Partner with Finance, Revenue Operations and Data teams to improve reporting accuracy and automate recurring analysis.
• Prepare presentations and financial insights for senior leadership and board reporting.
Continuous Improvement
• Help improve FP&A processes, reporting tools and financial models as the business continues to invest in its finance transformation.
• Identify opportunities to streamline reporting and deliver more actionable commercial insights.
What You Need
• 1-3 years’ experience in Investment Banking.
• Strong financial modelling and analytical skills with advanced Excel proficiency.
• Experience working with large datasets and translating analysis into commercial recommendations.
• Exposure to SaaS, technology or recurring revenue business models is highly desirable.
• Excellent communication skills with the ability to partner effectively across Finance and commercial teams.
• Experience with planning and BI tools such as Adaptive, Anaplan, Tableau, Power BI or Snowflake is a plus.
Location
• Remote facing but ideally in NYC
Compensation
• Up to $150k
At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.