Transforming the Future of Enterprise Planning
At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster.
This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T-Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains.
Senior Financial Analyst
We seek a talented, analytical, and operational-minded Senior Financial Analyst to join our team. In this role, your primary scope will be driving the operational execution, financial modeling, and data-driven analysis across our entire Go-To-Market (GTM) and Services portfolios, spanning Sales, Marketing, Client Success, and Professional Services. You will serve as the core analytical engine of the team, owning vital financial rhythms including monthly close support, annual budgeting, rolling forecasting, and regular operating analysis. You will deliver the precise insights, variance tracking, and reporting required to shape key corporate decisions.
What you’ll do for us
Budgeting & Rolling Forecasts: Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey—including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing.
Monthly Close Support: Partner directly with the accounting team during the month-end close cycle to ensure productivity metrics, demand planning data, and operational expenses are captured accurately and in a timely manner.
Deep-Dive Operating Analysis: Run comprehensive variance analyses identifying and researching deviations between actual results and the budget, forecast, or prior-year expenses. Proactively pinpoint trends, risks, and operational opportunities for improvement.
Cross-Functional Ops Interfacing: Partner with RevOps, ServiceOps, and CRM systems to extract pipeline data, manage expense assumptions, and track headcount capacity to ensure our operational models scale efficiently.
SaaS Flywheel Metric Ownership: Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.
Delivery & Support Margin Management:<