Saas Financial Analyst Resume Example
Professional ATS-optimized resume template for Saas Financial Analyst positions
Jane Doe
Senior SaaS Financial Analyst
Email: example@email.com | Phone: (123) 456-7890
PROFESSIONAL SUMMARY
Data-driven SaaS Financial Analyst with over 6 years of experience supporting high-growth SaaS companies through advanced financial modeling, forecasting, and strategic analysis. Adept at translating complex metrics into actionable insights, optimizing revenue streams, and enhancing operational efficiencies. Proven track record of leveraging cloud-based analytics tools and automation in a fast-paced, agile environment. Passionate about enabling data-informed decision-making to accelerate business growth in the tech SaaS landscape.
WORK EXPERIENCE
*TechNova Solutions, San Francisco, CA*
June 2022 – Present
- Developed and maintained dynamic revenue recognition models aligning with ASC 606 standards, reducing month-end closing time by 20%.
- Led the quarterly subscription forecasting process, incorporating churn models and upsell projections that improved forecast accuracy by 15%.
- Designed a SaaS-specific KPI dashboard in Power BI, providing real-time insights to executive leadership, resulting in quicker strategic pivots.
- Coordinated with product and sales teams to analyze customer segmentation and LTV metrics, supporting a new retention strategy that increased customer renewal rates by 12%.
*Financial Planning & Analysis Analyst*
*CloudMetrics Inc., New York, NY*
August 2018 – May 2022
- Supported revenue planning and scenario modeling for a rapidly growing SaaS startup, managing a financial database of over 1 million records.
- Automated recurring financial reports using Python scripts, saving 10+ hours weekly and minimizing manual data entry errors.
- Collaborated on pricing strategy adjustments; conducted elasticity analysis that contributed to a 10% lift in ARR.
- Presented quarterly financial performance to C-suite, translating complex SaaS metrics into strategic opportunities.
*Junior Business Analyst*
*NextGen SaaS, Boston, MA*
June 2016 – July 2018
- Assisted in financial reporting and KPI tracking, specializing in SaaS MRR/ARR trend analysis.
- Supported onboarding of a new CRM system, ensuring seamless data migration and integrity for revenue reporting.
- Contributed to the development of a SaaS growth dashboard using Tableau, increasing visibility into subscription health for sales teams.
EDUCATION
**Bachelor of Science in Finance**
University of California, Berkeley
Graduated: 2016
CERTIFICATIONS
- CFA Level I (2023)
- Certified SaaS Financial Models Professional (CSFM) – SaaS Institute, 2024
- Advanced Data Analytics with Python – Coursera, 2022
PROJECTS
- **Revenue Automation Tool:** Developed a Python-based automation for monthly revenue reconciliation, reducing manual effort by 40% and preventing discrepancies.
- **Churn Prediction Model:** Built a machine learning model using Python to identify at-risk customers, supporting retention strategies that decreased churn by 8%.
- **Pricing Optimization Dashboard:** Created an interactive Tableau dashboard analyzing price elasticity, guiding the introduction of tiered subscription plans which boosted average revenue per user.
TOOLS & TECHNOLOGIES
- Excel (Advanced), Power BI, Tableau, SQL, Python, R, Salesforce, Netsuite, Looker
- SaaS CRM & Billing Software (Zuora, Chargebee)
- Cloud Platforms: AWS Analytics Tools, Snowflake Data Warehouse
LANGUAGES
- English (Native)
- Spanish (Professional Proficiency)
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