Principal Financial Analyst

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 RevOps and Marketing Ops.
• Leverage tools such as Salesforce, HubSpot, 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, HubSpot, Marketo).
• Commutable to Holmdel, NJ headquarters.

WHAT YOU SHOULD KNOW ABOUT US:  

• 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! 

LOVE WHAT YOU DO, NO MATTER WHERE YOU DO IT: 

• Join our Remote-First Global Work Community: WorkWave 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, WorkWave is your place to be part of a global company with a startup feel, where your ideas matter and your growth is a priority. 

A GLOBAL COMPANY WITH A LOCAL PRESENCE:

 • We know that there are benefits of being in the office and working from home. WorkWave 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, or to help with cross training, team building and/or brainstorming. 

• We have employees in over 30 states, 7 countries and many regional offices - each with their own set of perks and opportunities to give back to the local community.  

• Whether you work remotely or take advantage of one of our offices, you’ll find a community of WorkWavers that value diversity, and care deeply about our products, clients, our communities and each other.

RELAX, WE'VE GOT YOU COVERED: 

• Employees can expect a robust benefits package, including health and dental and 401k with company match

AND BEYOND...

• Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays

• Up to 4 weeks paid bonding leave

• Tuition reimbursement

• Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!

• 24/7 access to virtual medical care with Teladoc

• Quarterly awards based on peer nominations

• Regional discounts and perks

• Opportunities to participate in charitable events and give back to the community 

GROW WITH US: 

• We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth

• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!

• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year 

JOIN OUR WINNING TEAM! 

• 10 Time winner of Best Place to Work in New Jersey by NJBiz!

• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine

• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)  

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status: Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At WorkWave, we are dedicated to building a diverse, inclusive and authentic workplace, so if you feel like you could make a great impact in this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles!

WorkWave supports salary transparency, however please note that salary estimates provided by websites (LinkedIn, Glassdoor, etc.) and not by WorkWave may not accurately reflect the actual salary range for the position.