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Role description

Senior Strategic Financial Analyst

DataVisor logoDataVisor
TypeFull-time
SenioritySenior
Salary$140,000–$180,000
LocationMountain View, CA
Posted5/25/2026
Finance

DataVisor is the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in the industry. With an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's fraud and anti-money laundering (AML) solutions scale infinitely and enable organizations to act on fast-evolving fraud and money laundering activities in real time. Its patented unsupervised machine learning technology, advanced device intelligence, powerful decision engine, and investigation tools work together to provide significant performance lift from day one. DataVisor's platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership, compared to legacy point solutions. DataVisor is recognized as an industry leader and has been adopted by many Fortune 500 companies across the globe.

Our award-winning software platform is powered by a team of world-class experts in big data, machine learning, security, and scalable infrastructure. Our culture is open, positive, collaborative, and results-driven. Come join us!

We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure.

About the Role
We are looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning and reporting infrastructure.

In this high-visibility role, you will go beyond traditional reporting to act as a strategic partner to our GTM, R&D, and Operations leaders. You will not only track the numbers but also define how we track them—bridging the gap between our operations systems and finance systems to ensure data integrity. If you are a proactive problem-solver with 5+ years of experience who loves building models, optimizing deal structures, and uncovering insights that drive revenue efficiency, we want to hear from you.

Key Responsibilities

1. Strategic Planning & Metric Architecture

  • KPI Definition: Design and maintain a comprehensive set of operational and SaaS metrics (e.g., unit costs, customer gross margin, ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, Delivery and Support.
  • Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
  • FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.

2. GTM Operations & Deal Desk Partnership

  • Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure
  • Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
  • Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.

3. Systems, Data Governance & Process Improvement

  • CRM to Finance Integration: Support the integration between GTM systems (CRM) and financial systems (ERP/Planning tools).
  • Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
  • Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.

Requirements

  • Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
  • Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
  • Technical Stack: 
    • Advanced proficiency in Excel (complex modeling) is required.
    • Strong familiarity with CRM systems like Salesforce, HubSpot,  (reporting, dashboards, object relationships) is essential.
    • Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
  • Education: Bachelor’s degree in finance, Math, Accounting, Economics, or a related quantitative field. MBA or master’s degree is a plus.
  • Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self-driven and motivated. 

Why You’ll Love This Team:

    • Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
    • Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
    • Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.

Benefits

Why You’ll Love This Team:

  • Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
  • Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
  • Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.

Compensation:

  • Base Salary Range: USD 140K to 180K per year
  • Equity
  • Benefits ( medical, dental, life, vacation and sick leave)

Relevant archetypes

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Company info

DataVisor logo

DataVisor

The most powerful AI fraud and AML detection platform trusted by the world's largest brands.

DataVisor is the AI-native real-time decisioning engine for fraud and financial crime prevention. As AI transforms both fraud attacks and fraud defense, DataVisor helps financial institutions, payment providers, and digital businesses detect, investigate, and stop sophisticated and previously unseen threats in milliseconds across billions of transactions. Combining adaptive machine intelligence, consortium intelligence, and emerging agentic AI capabilities, DataVisor enables organizations to modernize fraud operations, improve customer experience, and stay ahead of rapidly evolving financial crime. DataVisor is trusted by leading financial institutions, payment innovators, Fortune 500 enterprises, and digital businesses worldwide.

Private companySeries F
Founded2013
HQMountain View, United States
Unlock human wisdom
ThesisTermsPrivacy
Size
51–200 employees
IndustrySoftware Development
Funding
  • Series F · $35.9M · May 9, 2023
  • Funding round · Dec 14, 2022
Investors
Brighton Park Capital
News
  • DataVisor Launches Vera Code: Agentic AI to Revolutionize Fraud and AML Program Deployment

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