Joey R.
Senior Financial Analyst, Gtm Fp & a Lead @Red Canary, A Zscaler Company
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WORK HISTORY
Senior Financial Analyst, Gtm Fp & a Lead @Red Canary, A Zscaler Company
Los Angeles, CA, US
Overview:Directed corporate and GTM finance for a leading cybersecurity SaaS organization. Managed a $200M OpEx budget and served as the global System Admin for Workday Adaptive Planning.Key Achievements:• Spearheaded the end-to-end implementation of Workday Adaptive Planning; migrated all legacy Excel models and automated 3-statement forecasting, reducing cycle time by 30%.• Established standardized GTM reporting cadences and monthly business reviews (MBRs) for executive stakeholders, driving financial maturity across the organization• Delivered variance analysis and insights for the executive team that led to an 10% reduction in total OpEx through streamlined vendor spend and headcount rationalization.• Spearheaded Workday Adaptive Planning implementation (admin-level ownership), automating revenue, COGS, & OpEx forecasts & building a dynamic 3-statement model.• Delivered ARR forecast accuracy within ±3%, leveraging pipeline analytics, upsells, churn, & bookings data.• Partnered cross-functionally with Sales, Marketing, & HR to forecast 50+ new hires & align OTE/compensation plans with growth strategy.• Created automated reporting packages & dashboards for executive leadership & board reviews.Keywords: FP & A, SaaS Finance, Workday Adaptive Planning, ARR, MRR, bookings, churn, variance analysis, board reporting, headcount planning, 3-statement modeling
EDUCATION
University of New Haven
Bachelor of Science (B.S.), Finance & Minor in Accounting, Economics, and Quantitative Analysis
ABOUT JOEY R.
As a finance professional with over 10 years of experience navigating the complexities of high-growth SaaS and cybersecurity environments, I have learned that the best FP & A functions don\'t just report data—they build the infrastructure that makes growth predictable.Throughout my career at organizations like Red Canary, Meta, and Deepwatch, I have specialized in bridging the gap between raw data and executive strategy. My background is unique because it combines high-level strategic modeling with \"under-the-hood\" technical expertise. Whether I am serving as a Workday Adaptive Planning admin or partnering with a VP of Sales to refine GTM productivity targets, my goal is always to create a \"single source of truth\" that drives faster, more confident decision-making.Some of my recent career highlights include:Financial Systems Transformation: At Red Canary and Deepwatch, I led the end-to-end implementation of Workday Adaptive Planning, migrating manual Excel models into automated, driver-based environments. This reduced forecast cycle times by 30% and improved ARR forecast accuracy to within ±3%.Strategic GTM Partnership: I’ve partnered deeply with Sales and Marketing leadership to optimize spend and improve unit economics. At Deepwatch, my ROI and channel analysis helped reduce CAC by $300K per month while maintaining growth targets.Operational Excellence: I have managed OpEx budgets upwards of $200M. By identifying efficiencies in hiring plans and vendor spend, I successfully influenced an 8% reduction in total OpEx at Red Canary without sacrificing headcount goals.Currently exploring FP & A Manager or Senior Financial Analyst opportunities where I can own the planning process, modernize financial systems, and drive strategic value for a high-growth team.Strategic Finance & SaaS GTM Skills Include : FP & A Leadership, Three-Statement Modeling, Board Reporting, Long-Range Planning (LRP), Scenario Analysis, Fundraising Support. SaaS Metrics: ARR, NRR, Churn, LTV:CAC, Payback Period, Magic Number, Rule of 40. Tech Stack: Workday Adaptive Planning (Admin), Anaplan, NetSuite, Salesforce, SQL, Snowflake, Looker, Tableau, Power BI.
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