Overview
This role is responsible for translating business performance into actionable financial insights, supporting disciplined planning and forecasting, and enabling better decisions related to growth, efficiency, capacity, and investment. You will work across go-to-market (GTM) functions with exposure to senior leadership.
Responsibilities
- Own monthly, quarterly, and annual forecasting processes for assigned GTM functions.
- Lead budget-versus-actuals analysis; identify key drivers and communicate actionable recommendations to business partners.
- Build and maintain financial models covering headcount, operating expenses, and other GTM investments.
- Partner with functional leaders to develop annual plans, quarterly outlooks, and scenario analyses.
- Develop deep understanding of GTM operating metrics, including pipeline, retention, churn, implementation activity, and sales efficiency metrics.
- Prepare recurring reporting and executive-ready materials for leadership reviews, operating meetings, and board-related requests.
- Reconcile financial and operational data across systems, investigate discrepancies, and improve data quality and control.
- Support headcount planning, hiring analysis, capacity modeling, and workforce investment decisions across GTM.
- Create and improve dashboards, reporting tools, and analytical processes to make performance easier to understand and act on.
- Identify opportunities to automate manual workflows and improve the scalability, accuracy, and timeliness of FP&A processes.
- Collaborate with Accounting, Data, Revenue Operations, People, and Corporate FP&A to align assumptions, definitions, and reporting.
- Provide ad hoc analysis and decision support for strategic initiatives, investment cases, and other business priorities.
Requirements
- 4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or a related analytical field.
- Strong financial modeling skills and advanced proficiency in Excel and Google Sheets. (Experience with HEX a plus.)
- Experience with forecasting, budgeting, variance analysis, scenario modeling, and executive reporting.
- Ability to connect financial results to operational drivers and clearly explain complex analysis to non-finance stakeholders.
- Experience partnering with senior business leaders and constructively challenging assumptions when appropriate.
- Strong analytical, problem-solving, organizational, and project-management skills.
- Comfort working with large, imperfect datasets and reconciling information across multiple systems.
- Excellent written and verbal communication skills.
- High ownership, sound judgment, attention to detail, and a bias toward practical, decision-useful analysis.
- An AI-native mindset and history of utilizing AI to improve workflows.
Preferred Qualifications
- Experience in a high-growth SaaS, technology, or subscription-based business.
- Familiarity with SaaS and GTM metrics, including ARR, retention, churn, bookings, pipeline, capacity, and productivity.
- Experience with systems such as Salesforce, NetSuite, Pigment, Snowflake, Tableau, or SQL-based analytics environments.
- Experience supporting Sales, Marketing, Implementation, Customer Success, or other post-sales organizations.
- Experience building scalable reporting, dashboards, or automated planning workflows.
Compensation & Benefits
Pay Transparency
- Compensation may be based on several factors, including education, work experience, and certifications. For certain roles, total compensation may include restricted stock units.
- Benefits include health, pharmacy, optical and dental care benefits, paid time off, sick time off, short term and long term disability coverage, life insurance, and a 401k contribution (all benefits are subject to eligibility requirements).
Compensation Range (depending on where you reside)
- San Francisco, California: $107,000—$148,000 USD
- U.S. metropolitan areas: Los Angeles, San Diego, New York City Area, Seattle, Washington D.C.: $93,000—$128,000 USD
- Other locations in the United States: $93,000—$128,000 USD
Location
Compensation is determined using three geographic zones. This role is eligible across:
- San Francisco, California
- U.S. metropolitan areas: Los Angeles, San Diego, New York City Area, Seattle, Washington D.C.
- Other locations in the United States
Additional Information
- The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is the employer’s policy to require that employees be authorized to receive access to products and technology.
- Some interviews or new-hire training sessions may be held in person at one of the employer’s global offices.