Senior Strategic Financial Analyst, DataVisor
$100-130k
+ Equity
Office located in Mountain View, CA
Fraud & AML detection platform
Open for applications
Fraud & AML detection platform
101-200 employees
Open for applications
$100-130k
+ Equity
Office located in Mountain View, CA
101-200 employees
Company mission
To build and restore trust online.
Role
Who you are
- If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you
- Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies
- Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred
- Technical Stack:
- Advanced proficiency in Excel (complex modeling) is required
- Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential
- Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus
- Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus
- Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated
What the job involves
- We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure
- In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders
- You will not only track the numbers but also define how we track them—bridging the gap between our CRM (Salesforce) and Finance systems to ensure data integrity
- KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support
- Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity
- FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data
- Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure
- Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets
- Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making
- CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools)
- Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting
- Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks
- Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy
- Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership
- Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them
Our take
As use of the internet rises, so too does the opportunity for fraud - with criminals exploiting the gaps that come with novel digital environments. DataVisor provides a fraud detection solution that leverages machine learning to identify threats. This helps to overcome the security gap caused by the speed at which today’s digital fraudsters evolve.
Traditional fraud solutions were not designed to handle digital data, and are ill-equipped to deal with quickly changing environments. By employing advanced ML, DataVisor can identify patterns which suggest fraudulent behaviour, allowing organisations to respond immediately and prevent losses before they happen.
Another problem has been that, in the name of security, systems might delay good customers from accessing services. With DataVisor, however, this becomes a non-issue, as the pattern of a non-malicious user can also be identified with speed.
DataVisor has seen considerable investment that has fuelled its continued expansion. It also boasts an impressive list of customers and partnerships. For example, a partnership with Equifax allowed it to extend it analytics and fraud detection capabilities. It has also launched the industry’s first unified, AI-powered SAR filing solution.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Dec 2022
$40m
LATE VC
Feb 2018
$40m
SERIES C
Total funding: $94.5m
Company benefits
- Stock Options
- Commuter Passes
- Paid Time Off
- Catered Lunch and Dinner
- Team and Company Outings
Company HQ
Mountain View, CA
Leadership
Yinglian Xie
(CEO & Co-founder)Extensive experience in security and AI. Previously a Senior Researcher at Microsoft Research.
Fang Yu
(CPO & Co-founder)Former Senior Researcher at Microsoft Research, with vast experience in big-data algorithms.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 13 more jobs at DataVisor