Lead GTM Financial Planning & Analysis Analyst

Overview

The organization is seeking a Lead GTM Financial Planning & Analysis Analyst to join the Finance team.

This role partners with GTM leaders to deliver reporting and analysis that inform pipeline, pricing, and revenue decisions. You will support scalable planning, forecasting, and financial modeling for core GTM performance.

Responsibilities

• Lead the development of GTM reporting and analysis processes, partnering with Sales, RevOps, and Partnerships leaders while keeping practices aligned to company-wide standards.
• Serve as the primary finance partner to GTM leadership, delivering insights that drive pipeline, pricing, and revenue decisions.
• Use Pigment, Salesforce, and Tableau to build and maintain GTM reporting (e.g., pipeline coverage and bookings performance).
• Own the mechanics and drivers of the GTM P&L, plan, and forecast methodology, including how they roll into the broader company model.
• Lead monthly and quarterly GTM reporting end to end, including budget to actuals, variance analysis, and key GTM performance metrics.
• Build financial models for what-if scenarios, pricing and packaging analysis, and ad-hoc requests to support GTM leadership decisions.
• Partner with Revenue Ops and Partnerships on scalable, reliable data solutions that support GTM planning across the organization.
• Own the end-to-end GTM financial model, including bookings, ARR, pipeline, sales capacity planning, quota setting, and sales compensation design.

Requirements

• 6 - 8+ years of experience in FP&A, revenue/GTM finance, or sales finance
• Advanced Excel/financial modeling skills, with the ability to build and maintain complex, scalable models
• Strong written and verbal communication skills

Preferred Qualifications

• Experience at a high-growth SaaS company
• Hands-on experience with Pigment (or similar planning tools), Salesforce, and Tableau (or comparable BI tools)
• Working knowledge of SQL for querying and validating data across systems

Growth & Onboarding Timeline

• Within 3 months:
  • Build connections with Sales, RevOps, and Partnerships stakeholders through active networking and relationship building.
  • Become proficient with Pigment, Salesforce, and data visualization tools to build and analyze GTM reports.
  • Understand the mechanics and drivers of the GTM P&L, plan, and forecast methodology.
  • Support the preparation of monthly and quarterly GTM reporting.
• Within 6 months:
  • Fully own monthly and quarterly GTM reporting, including actuals vs. target, variance analysis, and key GTM performance metrics.
  • Provide GTM leadership with insights through ad-hoc financial analysis on pipeline, pricing, and revenue performance.
  • Partner with Revenue Ops and Partnerships to build scalable, reliable data solutions for GTM planning.
  • Own the end-to-end GTM financial model, including bookings, ARR, pipeline, sales capacity planning, and sales compensation design.
• Within 12 months:
  • Be an expert and identify opportunities to improve tools’ capabilities and other areas for automation.
  • Lead strategic GTM finance initiatives, partnering directly with Sales and RevOps leadership on business decisions.
  • Mentor junior analysts and help shape GTM finance processes.
  • Propose improvements that positively impact the team.

Compensation & Benefits

Hiring Range

• $113,700 – $142,100 annually

Offers are made within this range, with opportunities to grow within the broader band based on performance and impact.

Geographic Pay Zones (United States)

• Zone 1 (New York, California, Washington): $125,000– $187,600
• Zone 2 (All other US states): $113,700 – $170,500

Benefits Program

• Comprehensive Health & Wellness: Premium BCBSIL medical, dental (high/low plans), and vision (Eyemed) insurance for you and eligible dependents
• Premium Mental Health Support: Full, free access to Modern Health for you and eligible dependents (coaching, therapy sessions, and digital wellness resources)
• Retirement Savings: 401(k) plan with a 50% company match on your first 6% of contributions (3% total match)
• Financial Security: 100% employer-paid Life and Disability insurance
• Flexible Paid Time Off: Flexible PTO policy, supplemented with additional company-wide Rest & Recharge days throughout the year
• Paid Parental Leave: Up to 16 weeks of paid leave for new parents
• Annual Lifestyle Stipend: $1,000 USD annual Lifestyle Spending Account
• Work From Home Support: one-time $550 USD stipend for home office setup, plus a monthly $50 USD stipend for internet
• Giving Back: 16 hours of paid volunteer time annually, plus a $100 annual match for charitable donations
• Additional Financial Perks: pre-tax commuter benefits, subsidized child/eldercare (Care.com), discounted pet insurance (Figo), and no-cost personalized financial wellness support through Your Money Line

This list is for informational purposes only. Benefit offerings are discretionary and subject to change and do not constitute a contract or guarantee of benefits.

Location

This role supports a remote workforce in many places in the United States. The organization is not set up in all states. If the role requires physical presence in an office, it will be evident in the job listing and the offer letter.

Equal Opportunity

The organization is an Equal Opportunity Employer and does not discriminate based on legally protected characteristics. It participates in the E-Verify program in certain locations as required by law.