CareerPlan

Senior Financial Analyst - Americas, Channel and Alliances Finance

Santa Clara, CA - USA (Office)Full-time$158k–$176k2026-10-06 → 2026-11-11
Hybrid

Core

Senior Financial Analyst partnering with Americas sales and Channel & Alliances leadership to own P&L, drive financial planning, forecasting, and reporting, and leverage AI for scenario planning.

Role type

Senior IC financial analyst (Sales Finance)

Builds

Financial models, dashboards, and strategic insights for the Americas sales organization

Domain

SaaS / Data Security / Channel Sales

Deliverable

production ML models | dashboards & analysis

Required skills

Financial planning & analysis, P&L ownership, financial modeling, AI tool proficiency, ERP systems (Salesforce/Adaptive Insights/NetSuite), data synthesis

Preferred skills

MBA or CPA, Sales/GTM support experience, independent ownership mindset, AI-first mindset

Technologies

Salesforce, Adaptive Insights, NetSuite, Claude, AI tools

Responsibilities

Own and support financial planning cycles (annual planning, quarterly forecasting, monthly close), build and maintain financial models using AI, develop KPIs and automate manual processes, prepare financial reports for leadership, support ad hoc strategic projects

Seniority

Senior, hands-on IC