Overview
An organization is seeking an FP&A Analyst to partner with the Go-to-Market (GTM) teams including Sales, Marketing, and Customer Success. This role involves owning financial models and reporting that link pipeline, bookings, and spend to revenue and profitability targets. Positioned at the intersection of Finance and GTM leadership, the analyst will translate operational metrics into financial insights to support smarter, faster business decisions. The position reports to the head of FP&A.
Responsibilities
Within 3 months:
- Learn the GTM structure, systems, and monthly close/forecast calendar.
- Build GTM reporting including monthly variance analysis, KPI dashboards, and budget-vs-actual reviews with support from the FP&A Lead.
- Develop relationships with key Sales, Marketing, and Customer Success stakeholders and participate in their planning and pipeline reviews.
- Understand sales compensation plans and current-year budget assumptions.
Within 6 months:
- Independently manage the GTM forecast cycle end-to-end, covering headcount, commissions, and program spend.
- Serve as the primary finance contact for GTM leaders, handling ad hoc requests and proactively identifying risks and opportunities.
- Deliver a full board or quarterly business review package section focused on GTM metrics.
Within 9 months:
- Become a trusted advisor to GTM leadership, influencing decisions on hiring pace, territory/quota design, and spend allocation.
- Lead cross-functional analyses such as new segment economics, campaign ROI deep-dives, or commission plan redesign impacts.
- Implement at least one process improvement that reduces manual effort or improves forecast accuracy.
- Support pricing and packaging analysis, deal desk economics, and new market or segment investment cases as needed.
Requirements
- 2–5 years of experience in FP&A, investment banking, corporate finance, consulting, or RevOps/Sales Finance, preferably in a SaaS or subscription-based company.
- Strong understanding of SaaS metrics including ARR, CAC, LTV, NRR/GRR and their connection to GTM performance.
- Advanced Excel or Google Sheets modeling skills; experience with FP&A or EPM tools is a plus.
- Familiarity with Salesforce or other CRM systems and ability to extract and validate pipeline and bookings data.
- Excellent communication skills with the ability to translate financial analysis into clear, actionable recommendations for non-finance stakeholders.
- Detail-oriented and highly organized, capable of managing multiple deadlines such as monthly close, forecast cycles, and board preparation simultaneously.
Compensation & Benefits
- Remote work flexibility from any location.
- Biannual off-site team events.
- Flexible paid time off.
- Stock options as part of the compensation package.
- Dedicated budget for home office setup.
- Budget for work-related trips and co-working spaces.
- Comprehensive health and dental insurance coverage.
Location
Remote (work from anywhere)
Note: This role may evolve as business needs change, requiring flexibility and adaptability.