Lead Financial Analyst

Overview

This role serves as a primary finance business partner supporting GTM (go-to-market) and Marketing leadership. Responsibilities include decision support for headcount investments, expense management, and resource allocation, along with financial planning, forecasting, and scenario modeling to guide strategic growth initiatives.

Responsibilities

• Serve as the primary finance business partner to GTM and Marketing leadership, providing decision support on:
  • Headcount investments
  • Expense management
  • Resource allocation
• Lead GTM headcount planning, including:
  • Budgeting
  • Forecasting
  • Tracking against targets (in partnership with HR and business leaders)
• Analyze financial performance versus plan, delivering insights on key drivers and actionable recommendations to senior stakeholders
• Build and maintain financial models to support scenario planning and strategic decision-making for GTM investments and growth initiatives
• Drive expense discipline by monitoring spend trends and identifying opportunities for cost optimization and efficiency improvements
• Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and operational processes
• Support annual planning (AOP), monthly close, and corporate reporting deliverables, while continuously improving forecasting and reporting processes

Requirements

• Strong experience supporting business leaders in a finance business partnering role
• Demonstrated expertise in forecasting, budgeting, and financial modeling
• Experience managing headcount planning and Opex for a Marketing or GTM organization
• Advanced Excel and financial modeling skills
• Self-starter with the ability to manage processes independently under general supervision

Education / Certification / License

• Business Degree in Finance, Accounting, or related field

Preferred Qualifications

• 5+ years of experience in Go To Market Finance, Strategic Planning, Operations Finance, or FP&A

Compensation & Benefits

• Pay range: $105,800 to $135,000
• Base pay offered may vary based on skills, experience, job-related knowledge, and work location.
• In addition to base pay, employees may be eligible for:
  • A performance-based bonus plan
  • Restricted stock unit awards as part of total compensation

Location

Work location information is not specified in the job posting.