Senior Analyst, GTM Finance & Analytics

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November 20

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Phreesia

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SaaS • Marketing

Phreesia is a technology company that provides digital solutions to connect and engage audiences through powerful tools like URL shorteners and QR code generators. It offers a comprehensive platform that enables businesses to create trackable and customizable links, dynamic QR codes, and mobile-optimized landing pages. Phreesia serves various industries, including retail, hospitality, healthcare, financial services, and education, by enhancing their digital communication and customer engagement capabilities. With integrations and advanced analytics, Phreesia streamlines digital marketing efforts and optimizes customer interactions for over 500,000 global paying customers.

1001 - 5000 employees

Founded 2005

☁️ SaaS

📋 Description

• Support the revenue forecasting process for Network Solutions including building dynamic financial models incorporating bookings to revenue, pipeline trends, and revenue pacing plans • Develop detailed operating budgets for the sales & marketing organization • Guide sales data architecture for optimal reporting and analytics • Collaborate with Sales, Content Strategy, Analytics & Insights teams to translate financial insights into actionable plans • Support monthly/quarterly revenue close processes, including variance analysis against forecast, budget, and prior periods • Provide ad hoc strategic analysis including pricing decisions, new product launches, and scenario planning • Build and maintain BI dashboards and surrounding data architecture to provide decision makers with easily accessible, digestible information on business performance and trends

🎯 Requirements

• Bachelor’s Degree or higher with 4+ years of experience in investment banking, private equity, FP&A, sales operations, or other related financial fields. • Strong analytical and quantitative skills, with proficiency in data analytics or working with large datasets. • Expert-level Excel skills, including advanced financial and data modeling. • Familiarity with Salesforce or other CRM tools is preferred • Excellent communication skills and the ability to collaborate effectively across all levels of the organization. • Highly organized, disciplined, and process-oriented, with strong personal and professional integrity. • A motivated self-starter with a strong sense of ownership.

🏖️ Benefits

• Remote First: 100% Remote work + home office expense reimbursements+ monthly reimbursement for cell phone, internet and wellness. • Top of market rewards: Competitive compensation • Take time when you need time: Flexible PTO + company holidays • Top class healthcare benefits: Variety of healthcare benefits for you and your family (and your pets!) starting day one • Care about your families: Generous top-up for parental leave benefits • Support personal development: Continuing education and professional certification reimbursement • Connecting in person: Various offsite events and activities for team to connect and meet in person, to support team building and engagement. • Giveback to community: Local in-person volunteer events, and give back programs to our communities. • Recognition and perks: We have a company wide recognition tool (Phireworks) to celebrate milestones, recognize achievements and strengthen your bond with your teams. You can accumulate points and redeem them for a wide catalogue of items! • Diversity and inclusive environment: At Phreesia, all employees are encouraged to bring their authentic self to work, feel supported and perform at their best. We have a variety of Employee Resources Groups (ERGs) which bring together individuals from a wide range of backgrounds, experiences and perspectives, and seek to foster a sense of shared community and empowerment for employees who share a common social identity, such as gender, race, ethnicity, and sexual orientation.