Lead Financial Analyst

Overview

This role serves as a primary finance business partner to Go-To-Market (GTM) and Marketing leadership, providing decision support across headcount investment, expense management, and resource allocation. The position includes driving planning processes, analyzing performance versus plan, and building financial models to support scenario planning and strategic decisions for GTM investments and growth initiatives.

Responsibilities

• Act as the primary finance business partner to GTM and Marketing leadership, delivering decision support on headcount investments, expense management, and resource allocation
• Lead GTM headcount planning, including budgeting, forecasting, and tracking against targets in partnership with HR and business leaders
• Analyze financial performance versus plan, providing insights into 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
• Monitor spend trends to drive expense discipline, 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 capable of managing processes independently under general supervision

Education / Certification

• Business degree in Finance, Accounting, or related field

Experience

• 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 may vary based on skills, experience, job-related knowledge, and work location
• Eligible for a performance-based bonus plan and restricted stock unit awards as part of total compensation

Location

• Work location details are not specified in the provided job description.

Equal Opportunity Employer

The employer evaluates qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

Additional Notes

• Participation in E-Verify is included.
• An employer may not require or administer a lie detector test as a condition of employment or continued employment in Massachusetts.
• Disability accommodations are available during the application and interview process, upon request.