WorkWave · 4 months ago
Principal Financial Analyst
Holmdel, NJ
Full-time
Hybrid
Senior Level, Lead/Staff
$115K/yr - $140K/yr
7+ years expWorkWave is 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.
Enterprise Resource Planning (ERP)Enterprise SoftwareMobile PaymentsSaaSSoftware
Responsibilities
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
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
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
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
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
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
Proficiency in CRM and marketing platforms (e.g., Salesforce, HubSpot, Marketo)
Commutable to Holmdel, NJ headquarters
Preferred
MBA, CFA, or CPA a plus
Experience with tools like Adaptive Insights, Anaplan, or Planful
Benefits
Employees can expect a robust benefits package, including health and dental and 401k with company match
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
Company
WorkWave
WorkWave is a provider of software and solutions that help mobile service companies thrive.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$8.3MKey Investors
HgTA AssociatesKey Venture Partners
2022-03-30Secondary Market
2021-06-22Private Equity
2021-06-22Acquired
Leadership Team
Kevin Kemmerer
Chief Executive Officer
Greg Doran
CFO
Recent News
2025-11-05
2025-09-12
Company data provided by crunchbase