Senior Financial Analyst
Universal Audio · Scotts Valley, CA
- On site
- Full-time
- $145,000 / year
- Scotts Valley, CA
Job highlights
- Partner with Commercial and GTM teams.
- Own revenue forecasting and financial models.
- Provide insights and strategic recommendations.
- Conduct pricing and promotional analysis.
- Hybrid role with competitive benefits.
About the role
Senior Financial Analyst
Department: Financial Planning and Analysis
Location: Scotts Valley, CA (Hybrid)
Universal Audio is seeking a commercially minded finance professional to serve as the dedicated FP&A partner for our Commercial and Go-to-Market (GTM) organizations. This role is crucial at the intersection of revenue strategy and financial discipline, supporting both Channel Hardware & Software Sales and Direct Online Software & Subscription Sales. You will also be instrumental in establishing financial support for our new Direct-to-Consumer Online Store as we expand our GTM footprint.
This is a high-visibility, high-impact role. Your primary partners will be the SVP of Growth & Transformation and the VP of Worldwide Sales, and your work will directly inform how the company invests in and prioritizes its commercial activities.
Responsibilities
Revenue forecasting & financial planning
- Own end-to-end revenue forecasting across all commercial segments, including Channel Hardware, Channel Software, Direct Online Software & Subscriptions, and the DTC Hardware store.
- Maintain and continuously improve rolling forecast models that capture topline revenue, selling expenses, marketing activities, and the key drivers behind each.
- Partner with Sales and GTM leadership to translate key inbound metrics to reliable and accurate financial projections.
Reporting & performance management
- Produce and present weekly sales flash reports with clear, actionable commentary for commercial and finance leadership.
- Lead monthly actual vs. forecast variance analysis, identifying root causes and communicating findings in plain business language.
- Build and maintain dashboards and reporting tools that give commercial teams real-time visibility into performance against plan.
Insights, risks & opportunities
- Proactively surface risks and opportunities within the commercial portfolio, bringing data-driven recommendations to the GTM and Finance leadership.
- Act as a trusted thought partner to GTM leadership — going beyond the numbers to provide strategic context, business perspective, insights, and recommendations.
- Support territory, account, and channel level Sales views and expense planning as needed to inform GTM investment decisions.
Pricing & promotional analysis
- Conduct pricing and promotional analyses to evaluate margin impact, competitive positioning, and revenue lift.
- Participate in pricing review and approval workflows, ensuring proposals are financially sound and aligned with company objectives.
- Partner cross-functionally with Product, Marketing, and Sales to model scenarios and support go-to-market pricing decisions.
Qualifications
- Demonstrated experience supporting Sales, Revenue, or GTM organizations in a business partner capacity.
- Track record of building and managing complex revenue forecast models, preferably across multiple sales channels or business models (SaaS, hardware, DTC, or similar).
- Experience with pricing and promotional analysis is a plus.
- Advanced proficiency in Excel and/or Google Sheets; comfortable building sophisticated models from scratch.
- Experience with NetSuite or a comparable ERP system.
- Hands-on experience with Adaptive Insights, or a similar enterprise planning platform.
- Strong communication skills — you can translate complex financial analysis into clear narratives for non-finance audiences.
- Highly organized and detail-oriented, with the ability to manage multiple work streams and deadlines simultaneously.
Education/Experience
- Bachelor’s Degree or equivalent experience
- 5–7 years of experience as a strong individual contributor with deep modeling and analytical capability and executing independently on defined work streams and proactively identifies insights
Compensation & Benefits
- UA Salary Range of Pay: $135,000 - $145,000
- Base salary/hourly rate of pay will be based on the cost of labor for the city/state in which the new hire resides, at the time of hire.
- UA offers competitive benefits: Profit sharing, Medical/Dental/Vision, 401K Safe Harbor Contribution, Stock Options, Flexible time-off (PTO/Sick Leave/Company Holiday Time-off), etc.
Company Mission & Vision
- Mission: We exist to thrill and inspire music makers everywhere with timeless sound and impeccable craftsmanship, freeing the songs inside and allowing you to sound like the records you love.
- Vision: In the future, music makers around the world will trust Universal Audio as a friend and creative partner, inspiring them to craft amazing records as naturally as playing their first instrument or singing their favorite song. The best home, project, and professional studios will feature most of the UA equipment from floor to ceiling — ranging from audio interfaces and guitar gear to microphones and software — all of it working together to deliver unrivaled sonics and operational symphony. Our customers will eagerly await each new UA product like a hit record or blockbuster movie, trusting that it may spark them to create the best music of their lives. In doing so, UA will become revered worldwide as the way that music is made.
Key skills/competency
- Senior Financial Analyst
- Financial Planning and Analysis
- Revenue Forecasting
- Financial Modeling
- Business Partnering
- Sales Operations
- GTM Strategy
- Data Analysis
- Excel Proficiency
- NetSuite
Skills & topics
- Senior Financial Analyst
- Financial Planning
- Revenue Forecasting
- Financial Modeling
- Business Partner
- Sales Support
- Go-to-Market
- FP&A
- Excel
- NetSuite
- Adaptive Insights
- SaaS
- Hardware
- DTC
- Scotts Valley
How to get hired
- Tailor your resume: Highlight financial analysis, forecasting, and GTM partnering experience. Use keywords from the job description.
- Craft a compelling cover letter: Express your understanding of Universal Audio's mission and how your skills align with the Senior Financial Analyst role.
- Prepare for interviews: Be ready to discuss your experience with financial modeling, revenue forecasting, and cross-functional collaboration.
- Demonstrate analytical skills: Showcase your ability to translate complex financial data into actionable insights for non-finance stakeholders.
- Research Universal Audio: Understand their products, market position, and company culture to show genuine interest.
Technical preparation
Master complex Excel and Google Sheets models.,Practice building revenue forecasting models.,Familiarize with NetSuite and Adaptive Insights.,Prepare to explain financial analysis.
Behavioral questions
Describe a time you partnered with sales.,How do you handle tight deadlines?,How do you explain complex finance data?,Share an insight that drove a decision.
Frequently asked questions
- What is the salary range for the Senior Financial Analyst position at Universal Audio?
- The salary range for the Senior Financial Analyst role at Universal Audio is $135,000 - $145,000 annually. The specific rate will depend on the cost of labor in your location at the time of hire.
- What benefits does Universal Audio offer to its employees?
- Universal Audio offers competitive benefits including profit sharing, medical, dental, and vision insurance, 401K Safe Harbor contribution, stock options, and flexible time off (PTO/Sick Leave/Company Holiday Time-off).
- Is the Senior Financial Analyst role at Universal Audio remote or hybrid?
- The Senior Financial Analyst position at Universal Audio is a hybrid role, based in Scotts Valley, CA.
- What kind of experience is required for the Senior Financial Analyst role?
- This role requires 5-7 years of experience as an individual contributor with strong modeling and analytical capabilities. Experience supporting Sales, Revenue, or GTM organizations in a business partner capacity is essential. Familiarity with NetSuite and Adaptive Insights, or similar platforms, is also important.
- What are the primary responsibilities of the Senior Financial Analyst at Universal Audio?
- The primary responsibilities include owning revenue forecasting, maintaining rolling forecast models, producing performance reports, analyzing variances, identifying risks and opportunities, and conducting pricing and promotional analyses for the Commercial and GTM organizations.
- How can I best prepare my application for the Senior Financial Analyst job at Universal Audio?
- To prepare your application, tailor your resume to highlight your financial analysis, forecasting, and GTM partnering experience. Craft a cover letter that shows your understanding of Universal Audio's mission and the specific requirements of the Senior Financial Analyst role.
- What tools and software are commonly used by the Senior Financial Analyst at Universal Audio?
- The Senior Financial Analyst will utilize advanced proficiency in Excel and/or Google Sheets for sophisticated modeling. Experience with NetSuite or a comparable ERP system, and hands-on experience with Adaptive Insights or similar enterprise planning platforms, are also expected.
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