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.
Responsibilities
- Own 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 workstreams
- Build and maintain granular revenue forecasts by product, customer segment, geography, and revenue type
- Model 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 timing
- Ensure the revenue forecast integrates seamlessly into the ARR forecast and broader FP&A planning cycles
- Lead the monthly Budget vs. Actuals (BvA) process for revenue and bookings, including preparation of variance commentary and executive-ready reporting packages
- Build 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 results
- Contribute 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 evaluations
- Assist in preparing board-level and executive presentations with accurate and insightful revenue and bookings narratives
- Collaborate with the broader FP&A team to ensure consistency and integrity of financial data across functions
- Build, 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 stakeholders
- Partner with Sales Operations and IT to improve data flows between CRM (Salesforce), billing systems, and financial planning tools
- Proactively identify opportunities to streamline and scale forecasting and reporting processes
- Utilizes 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 standards
Skills
- Advanced proficiency in Excel (financial modeling, scenario analysis, large dataset management)
- Experience with enterprise planning tools (Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
- Experience with BI/data visualization tools (Tableau, Power BI) is a plus
- Familiarity with Salesforce or other CRM platforms and their use in revenue and renewal forecasting
- Strong ability to communicate complex financial concepts clearly and concisely to senior business stakeholders
- Proven track record of operating independently, managing multiple priorities, and delivering in a fast-paced, cross-functional environment
- SaaS or enterprise software industry experience strongly preferred
- Comfortable using AI-powered tools for tasks such as drafting content, summarizing information, data entry support, and workflow automation
- Skills in prompting AI systems and assessing output quality
- Ability to leverage AI to ideate, develop, and scale to the needs of their department
- 4–6 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 role
- Strong expertise in SaaS / subscription revenue modeling, including ARR, bookings, churn, NRR, billings, and collections
- Demonstrated 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 preferred
Company Overview
We 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.