About the Company We are a growing B2B SaaS company serving Fortune 500 enterprises in regulated industries. We are scaling aggressively and need a sharp financial analyst who can own our SaaS metrics, build financial models, and provide data-driven insights that inform executive decision-making. This is a hands-on role — not advisory. You will be in the data, building reports, and delivering actionable analysis weekly. Role Overview We are looking for a SaaS Financial Analyst who can compute, track, and present the full suite of SaaS metrics our leadership team needs to run the business. You must be deeply familiar with the SaaS metrics matrix (sometimes called the SaaS metrics framework) — not just the formulas, but what the numbers mean operationally and how they connect to each other. You will work directly with our finance, sales, and operations teams to ensure metric accuracy and deliver weekly/monthly reporting. Key Responsibilities SaaS Metrics Ownership Compute and maintain the complete SaaS metrics matrix including ARR, MRR, Net Revenue Retention (NRR), Gross Revenue Retention (GRR), Logo Retention, CAC, LTV, LTV:CAC ratio, CAC Payback Period, Quick Ratio, Rule of 40, Magic Number, Expansion Revenue, Contraction Revenue, Churn (gross and net), and ARPU/ACV trends Build cohort-based analyses showing retention and expansion patterns by customer segment, deal size, and acquisition channel Deliver monthly SaaS metrics dashboards with trend analysis, variance commentary, and forward-looking projections Identify leading indicators of churn, expansion, and contraction and escalate anomalies proactively Salesforce Reporting & Data Create and maintain custom reports and dashboards in Salesforce that surface pipeline, revenue, retention, and sales productivity metrics Build Salesforce report types, cross-filters, bucket fields, and summary formulas to extract data that feeds SaaS metrics calculations Ensure data integrity between Salesforce opportunity data and financial actuals, reconciling discrepancies between CRM and accounting systems Work with the RevOps team to ensure Salesforce data hygiene supports accurate metric computation Accounting & Financial Operations Work within QuickBooks to reconcile revenue recognition, deferred revenue, and subscription billing data Ensure alignment between QuickBooks financial data and Salesforce contract/opportunity data for accurate ARR/MRR calculations Support month-end close processes by validating SaaS revenue figures, preparing variance analyses, and documenting assumptions Understand GAAP revenue recognition principles as they apply to SaaS subscription and multi-year contracts Strategic Analysis & Communication Prepare executive-ready presentations and memos interpreting SaaS metrics for board-level and leadership audiences Model scenarios for pricing changes, customer segment shifts, minimum deal size policy changes, and their impact on unit economics Benchmark company performance against SaaS industry standards and comparable companies at similar revenue stages Required Qualifications 3+ years of hands-on experience computing SaaS metrics for a B2B SaaS company (not consulting about them — actually building the models and reports) Deep working knowledge of the SaaS metrics matrix and how individual metrics interconnect (e.g., how changes in GRR cascade to NRR, LTV, and CAC Payback) Proficiency in Salesforce reporting: must be able to build custom report types, joined reports, dashboards, and summary formulas without Salesforce admin hand-holding Working knowledge of QuickBooks (Online or Desktop) for revenue reconciliation and financial data extraction Strong understanding of SaaS revenue recognition, deferred revenue, and subscription billing mechanics Advanced Excel/Google Sheets skills including pivot tables, INDEX/MATCH, financial modeling, and scenario analysis Ability to communicate metric insights clearly to non-financial stakeholders and executive audiences Preferred Qualifications Experience at a SaaS company in the $10M–$50M ARR range navigating the specific scaling challenges at this stage Familiarity with Salesforce CPQ or subscription management tools Experience with cohort analysis and customer segmentation methodologies Background in FP&A or strategic finance at a technology company Experience with data visualization tools (Tableau, Looker, or similar) Logistics & Requirements This is a remote, contract, full-time engagement with potential to expand based on performance You must specify which time zone you will be working in and your available working hours. Our team operates primarily in US Pacific and US Eastern time zones, and overlap is required Expected commitment: 15–25 hours per week initially, with flexibility to increase during month-end and board prep periods Must be available for weekly syncs and responsive on Slack/email during agreed working hours How to Apply Please submit your Upwork proposal with the following: A brief description of the SaaS company (or companies) where you have computed SaaS metrics, including their approximate ARR range Which time zone you will be working in and your available hours Your experience level with Salesforce reporting (beginner, intermediate, advanced) with a specific example of a report you built Your experience level with QuickBooks