[Remote] Principal, Finance Business Partner (GTM Finance)

Note: The job is a remote job and is open to candidates in USA. Kofax is a company focused on transforming information-intensive business processes through its Intelligent Automation software platform. They are seeking a Principal, Finance Business Partner (GTM Finance) to serve as the primary finance business partner for the Go-To-Market and Sales organization, responsible for revenue and bookings forecasting, variance analysis, and financial planning support.ResponsibilitiesOwn and maintain the company's revenue and bookings forecast model, including regular updates for actuals, ensuring a single source of truth across renewal, ARR, bookings, and cash forecasting workstreamsBuild and maintain granular revenue forecasts by product, customer segment, geography, and revenue typeModel and maintain forecast components including: New Bookings & Expansion — in partnership with GTM Sales Finance, Price Increase — tracking contractual and market-driven uplift, Churn & Gross Retention — by product and segment, Perpetual-to-Subscription/SaaS Conversions — modeling conversion pipelines and revenue ramp, Billings & Collections Forecast — ensuring alignment between revenue and cash timingEnsure the revenue forecast integrates seamlessly into the ARR forecast and broader FP&A planning cyclesLead the monthly Budget vs. Actuals (BvA) process for revenue and bookings, including preparation of variance commentary and executive-ready reporting packagesBuild and maintain a revenue forecast bridge, clearly articulating period-over-period and plan-over-plan movements across key drivers (cohort, price, product, churn, conversion)Partner with Accounting and Revenue Recognition teams to ensure forecast assumptions are aligned with actual reported resultsContribute to company-wide planning cycles including annual budgeting, rolling forecasts, and long-range planning (LRP)Maintain and enhance driver-based revenue models to support scenario planning, sensitivity analyses, and strategic initiative evaluationsAssist in preparing board-level and executive presentations with accurate and insightful revenue and bookings narrativesCollaborate with the broader FP&A team to ensure consistency and integrity of financial data across functionsBuild, enhance, and maintain revenue models in Excel and enterprise planning tools (Pigment)Leverage BI tools (Tableau, Power BI) to create revenue dashboards, automate reporting, and improve forecast visibility for stakeholdersPartner with Sales Operations and IT to improve data flows between CRM (Salesforce), billing systems, and financial planning toolsProactively identify opportunities to streamline and scale forecasting and reporting processesUtilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standardsSkillsAdvanced proficiency in Excel (financial modeling, scenario analysis, large dataset management)Experience with enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plusExperience with BI/data visualization tools (Tableau, Power BI) is a plusFamiliarity with Salesforce or other CRM platforms and their use in revenue and renewal forecastingStrong ability to communicate complex financial concepts clearly and concisely to senior business stakeholdersProven track record of operating independently, managing multiple priorities, and delivering in a fast-paced, cross-functional environmentSaaS or enterprise software industry experience strongly preferredComfortable using AI-powered tools for tasks such as drafting content, summarizing information, data entry support, and workflow automationSkills in prompting AI systems and assessing output qualityAbility to leverage AI to ideate, develop, and scale to the needs of their department4–6 years of progressive experience in FP&A, Revenue Finance, or Sales Finance, with at least 1–2 years in a senior individual contributor or manager-level roleStrong expertise in SaaS / subscription revenue modeling, including ARR, bookings, churn, NRR, billings, and collectionsDemonstrated experience building and maintaining granular, multi-dimensional revenue forecast models (by product, segment, geography, revenue type)Hands-on experience with perpetual-to-subscription/SaaS conversion modeling is highly preferredCompany OverviewWe moved! Follow our new page on LinkedIn @ https://www.linkedin.com/company/TungstenAutomation ---- Tungsten Automation, formerly Kofax, is the global leader in intelligent workflow automation solutions with a trusted legacy of 40 years, with a team of 2,200 employees in 32 countries, serving 25,000+ global customers. It was founded in 1991, and is headquartered in Irvine, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.tungstenautomation.com.