Overview
This role serves as the financial partner to the organization’s Go-to-Market (GTM) team, supporting Sales, Marketing, and Customer Success. The FP&A Analyst will own financial models and reporting that connect pipeline, bookings, and spend to revenue and profitability targets. The position partners closely with GTM leadership to translate operational metrics into financial insight and support smarter, faster investment decisions.
Responsibilities
Within 3 months
- Learn the GTM structure, systems, and the 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).
- Build relationships with key Sales, Marketing, and Customer Success stakeholders; attend planning/pipeline reviews.
- Get up to speed on sales compensation plans and current-year budget assumptions.
Within 6 months
- Independently own the GTM forecast cycle end-to-end, including headcount, commissions, and program spend.
- Serve as the primary finance point of contact for GTM leaders (e.g., VP of Sales or Marketing), fielding ad hoc requests and proactively flagging risks/opportunities.
- Deliver the first full board or QBR package section for GTM metrics.
Within 9 months
- Be fully embedded as a trusted advisor to GTM leadership, influencing decisions on hiring pace, territory/quota design, or spend allocation.
- Lead cross-functional analyses from scratch (examples include new segment economics, campaign ROI deep-dives, or commission plan redesign impact).
- Implement at least one process improvement that measurably reduces manual effort or improves forecast accuracy.
- Support pricing/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, ideally at a SaaS or subscription-based company.
- Strong understanding of SaaS metrics (ARR, CAC, LTV, NRR/GRR) and how they connect to GTM performance.
- Advanced Excel/Google Sheets modeling skills; experience with FP&A/EPM tools is a plus.
- Familiarity with Salesforce or another CRM, with comfort pulling and validating pipeline/bookings data.
- Excellent communication skills; able to translate financial analysis into clear, actionable recommendations for non-finance stakeholders.
- Detail-oriented with strong organizational skills; able to manage multiple deadlines simultaneously (monthly close, forecast cycles, board prep).
Preferred Qualifications
- Experience with FP&A/EPM tools.
Compensation & Benefits
- Stock options as part of the compensation package.
- Paid Time Off: flexible PTO days yearly.
- Health coverage: comprehensive health and dental insurance plans.
- Home office setup with a dedicated budget for home office essentials.
- Work trip budget for work-related trips and co-working.
Location
- Remote flexibility (work from anywhere).
Additional Information
- The role may evolve as business needs change, and flexibility is appreciated.
- Equal Opportunity Employer: applicants will be considered without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
- The organization participates in E-Verify.
- During the interview process, please approach interviews without the use of AI tools so interviewers can understand how you think, solve problems, and communicate. Once hired, you may use AI tools in your work.