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About the Role

The Senior Financial Analyst, Revenue & Commercial Finance serves as the embedded finance partner for Sales, Marketing, and Commercial leadership, responsible for the revenue forecast, bookings and pipeline analytics, and key metrics for the recurring-revenue business. This role translates deal-level and pipeline information into forecasts, margin insights, and commentary for executive leadership to inform growth strategy, collaborating closely with the Sr. Director, FP&A on financial planning and investor reporting.

Responsibilities

Maintain a rolling view of new bookings, renewals, and expansion against plan.
Partner with Sales Operations on pipeline hygiene, stage-conversion rates, and coverage ratios by segment and rep.
Reconcile pipeline movement against current-quarter and next-quarter forecasts to identify revenue risks and opportunities.
Escalate material forecast gaps to the Sr. Director, FP&A.
Build and maintain the monthly revenue forecast model, incorporating bookings, implementation timing, contract escalators, and churn assumptions.
Own the actual-vs-forecast variance narrative for revenue, identifying root causes and presenting findings to leadership.
Support quarterly reforecasts and annual operating plans with revenue build-ups by product line, customer segment, and channel.
Track and report Annual Recurring Revenue (ARR) and Contracted ARR (CARR), maintaining the underlying contract-level data model.
Build cohort and logo-retention analyses for board and investor reporting.
Ensure consistency and audit-readiness of KPI definitions in partnership with the Sr. Director, FP&A.
Monitor recurring-revenue waterfalls (new, expansion, contraction, churn) month over month.
Support the Consumables program's pricing strategy with financial analysis, including margin impact, elasticity, and competitive positioning.
Quantify the revenue and margin impact of proposed pricing or contract-term changes.
Maintain visibility into consumables revenue and margin trends related to the installed automation base.
Act as the embedded finance representative in weekly pipeline and forecast reviews with Sales leadership.
Support commission calculations and payout accuracy in conjunction with Sales Ops/HR/Payroll.
Provide financial input on quota-setting, territory design, and comp plan design, modeling the impact of proposed changes.
Analyze marketing spend efficiency (CAC, payback period, funnel conversion) and partner with Marketing on ROI reporting.
Analyze gross margin by product line, customer segment, and contract type, identifying cost-to-serve drivers and margin erosion.
Partner with Operations and Product finance on cost inputs affecting deal-level and portfolio profitability.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field.
MBA or CFA is a plus.
3–5 years of experience in FP&A, commercial/sales finance, revenue accounting, or investment banking.
SaaS, subscription, or recurring-revenue business experience is strongly preferred.
Advanced Excel and financial modeling skills.
Hands-on experience with Workday Adaptive Planning or a comparable EPM/planning tool.
Comfort working with CRM data (Salesforce or similar) to translate pipeline detail into financial forecasts.
Strong business partnering skills, with the ability to translate financial concepts for Sales and Marketing stakeholders.
Ability to hold a credible point of view in cross-functional discussions.
Demonstrated ability to operate with speed and precision in a metrics-driven environment.
Comfort with ambiguity and evolving reporting requirements.
Excellent written and verbal communication skills.
Experience preparing content for senior leadership or board-level audiences.
Applicants must be authorized to work for ANY employer in the U.S.
Employer will not sponsor applicants for work visas.

Skills

Financial Modeling
Excel
Workday Adaptive Planning
EPM/Planning Tools
CRM Data Analysis
Salesforce
Business Partnering
Financial Analysis
Revenue Forecasting
Pipeline Analytics
Bookings Analysis
Recurring Revenue Analysis
Gross Margin Analysis
Pricing Strategy Analysis
Marketing Spend Analysis
Communication Skills

Location

U.S.

Work Type

Full-time

Experience Level

3-5 years
Senior

Education Level

Bachelor's degree in Finance, Accounting, Economics, or related field
MBA or CFA a plus

Salary/Compensations

$97,381 to $131,751
Eligible for annual discretionary bonus

Benefits

Generous time off policy
Competitive benefits
Competitive salary
Talent development opportunities
Commitment to professional development
Opportunity to work for a company where your voice is heard

About the Company

iA® (Innovation Associates®) is a pharmacy fulfillment company providing an integrated platform of capabilities for Centralized and Community Pharmacy Fulfillment Solutions.
With over 30 years of experience, iA offers automation and software solutions designed to deliver quick and sustainable business results.
The integrated Pharmacy Fulfillment Platform supports the entire prescription fulfillment process, from acceptance to delivery, with flexible design for various pharmacy volumes and settings.
iA's solutions improve workflow, increase efficiency, and allow pharmacists more time for patient care.
The company serves pharmacy providers in the Commercial, Health Systems, Government, and Mail Order/eCommerce markets.
iA's Mission: To partner with providers to transform pharmacy through leading-edge software-enabled fulfillment technology, deepening the patient-pharmacist relationship, enhancing patient safety and choice, and increasing operational efficiency.
iA empowers pharmacists to focus on patient care by managing the prescription fulfillment process from start to finish, helping pharmacies lower costs, improve efficiency, increase safety, and provide comprehensive Rx tracking.
Products include Software, Modular Hardware, and Sophisticated Counting and Collation Devices.
Core Values: Solutions Driven, Customer Centric, Championing Diversity, Empowering Ownership, Trust Daringly.

Equal Opportunity

iA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.