Innovation Associates, Inc.

Sr. Financial Analyst, Commercial Finance

US$97,381-$131,751Posted 1 month ago

Job Description

The Role

The Senior Financial Analyst, Revenue & Commercial Finance is the embedded finance partner to Sales, Marketing, and Commercial leadership — owning the revenue forecast, bookings and pipeline analytics, and the metrics that define iA's recurring-revenue business. This role translates deal-level and pipeline detail into the forecasts, margin insight, and board-ready commentary that inform iA's growth strategy, and works in close partnership with the Sr. Director, FP&A on the quarterly reforecast and investor reporting cycle.

What you’ll do

Bookings & Pipeline

* Maintain a rolling view of new bookings, renewals, and expansion vs. plan; partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep. * Flag revenue risk and upside early by reconciling pipeline movement against the current-quarter and next-quarter forecast; escalate material gaps to the Sr. Director, FP&A. Revenue Forecasting

* Build and maintain the monthly revenue forecast model, bridging bookings, implementation/go-live timing, contract escalators, and churn assumptions. * Own the actual-vs-forecast variance narrative for revenue; identify root causes (timing, mix, pricing, volume) and present findings to Commercial and FP&A leadership. * Support the quarterly reforecast and annual operating plan with revenue build-ups by product line, customer segment, and channel. ARR/CARR & Recurring Revenue

* Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR); maintain the underlying contract-level data model. * Build cohort and logo-retention analyses to support board and investor reporting; partner with the Sr. Director, FP&A to ensure KPI definitions are consistent, defensible, and audit-ready. * Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month. Pricing Support (Consumables Program)

* Support the Consumables progra

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