Principal Financial Analyst at Workwave

Holmdel, New Jersey, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaSIndustries

Requirements

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

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

Skills

Key technologies and capabilities for this role

Financial PlanningBudgetingForecastingFinancial ModelingCACCLTVPayback PeriodMarketing ROISalesforceHubSpotMarketoLookerTableauSnowflakeBI PlatformsDashboardingScenario Modeling

Questions & Answers

Common questions about this position

What is the salary range for the Principal Financial Analyst position?

The salary range is $115,000 - $140,000 a year.

Is remote work available for this role?

The role offers remote work flexibility, but candidates must be commutable to the Holmdel, NJ headquarters.

What skills and experience are required for this position?

Candidates need 7+ years of FP&A experience with 2+ years supporting SaaS or Fintech Sales/Marketing, deep understanding of SaaS metrics like ARR, CAC, CLTV, expertise in financial modeling and Excel, and proficiency in CRM/marketing platforms like Salesforce and HubSpot.

What is the company culture like at Workwave?

Workwave has a laid-back but buttoned-up culture with a casual work environment, remote flexibility, and a passion for developing creative, innovative solutions that make a real difference for customers.

What makes a strong candidate for this Principal Financial Analyst role?

A strong candidate has a Bachelor’s degree in Finance, Economics, or Accounting (MBA, CFA, or CPA preferred), SaaS FP&A experience supporting Sales/Marketing, and expertise in SaaS metrics and tools like Excel, Salesforce, and BI platforms.

Workwave

Software solutions for field service management

About Workwave

WorkWave specializes in software solutions for field service management, catering to businesses that provide services at customer locations, such as pest control, lawn care, and HVAC. Its suite of products includes tools for scheduling, dispatching, customer relationship management (CRM), billing, and mobile workforce management, all designed to automate processes and enhance operational efficiency. WorkWave operates on a subscription model, allowing clients to customize their software access based on their needs and scale as their business grows. Additionally, the company offers specialized services for private equity investors, providing support and resources to optimize investments in the field service sector. WorkWave's goal is to continuously improve its offerings and ensure clients have access to the latest technologies while fostering a remote-first work environment for its employees.

Holmdel Township, New JerseyHeadquarters

1984Year Founded

$8.1MTotal Funding

SEEDCompany Stage

Enterprise Software, Financial ServicesIndustries

201-500Employees