Overview
This role provides finance leadership and support for go-to-market (GTM) departments and business segments. Responsibilities include driving annual planning, forecasting, reporting, P&L analysis, and partnering with stakeholders to build financial models and actionable recommendations.
Responsibilities
- Lead finance support for GTM departments and business segments, including annual planning, forecasting, reporting, financial modeling, and analysis.
- Partner with department stakeholders to build accurate, insightful financial plans.
- Own the P&L process and analysis for GTM functions, including resource allocation and operating expenses.
- Drive coordinated headcount and resource planning to keep investment aligned with growth targets and operational priorities.
- Prepare and present financial reports, dashboards, and presentations to senior leadership, with clear, actionable recommendations.
- Partner with commission-related teams on commission analysis, accrual, and payout; reconcile commission expense to plan and explain variances.
- Partner with corporate FP&A on the long-range planning model, supporting cross-functional communication and updates on key drivers.
- Develop repeatable business, operational, and financial processes that key partners understand.
- Mentor a senior analyst and help build a collaborative, high-performing environment.
- Support strategic initiatives and special projects with financial modeling, analysis, and recommendations.
- Identify manual workflows worth automation and build AI-driven process improvements across GTM Finance.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- An MBA or CPA is preferred.
- Eight or more years of experience in FP&A, Sales Finance, GTM Finance, or Revenue Operations, ideally in high-growth SaaS.
- Proven experience in a senior finance role, with demonstrated leadership and mentoring skills.
- Expert proficiency in financial modeling, forecasting techniques, and advanced Excel functions.
- Strong understanding of GAAP and financial reporting principles.
- Experience with ERP systems such as NetSuite and financial planning software such as Adaptive Planning.
- Excellent analytical, problem-solving, and critical-thinking skills.
- Superior communication and presentation skills, with the ability to explain complex financial concepts to non-finance audiences.
- Ability to work independently, manage competing priorities, and meet tight deadlines in a fast-paced environment.
- Strong interpersonal skills and a proven ability to build effective working relationships across all levels of the organization.
- Prior experience in the software or technology industry is a plus.
Compensation & Benefits
- Compensation range: $150K - $180K
- Competitive compensation, plus full-time employees participate in an ownership program.
- Flexible work culture, including remote, hybrid, and in-office collaboration spaces (varies by role, team, and location).
- Generous time off, including local holidays and an annual “Dim the Lights” period in late December, based on departmental needs.
- Comprehensive wellness programs and mental health support.
- Learning and development resources, including professional development tools and tuition reimbursement.
- Technology and tools needed to do your best work.
- Employee recognition program.
Additional Information
- All employees must pass a background check as part of the hiring process.
- Identity verification measures are used to help protect teams and systems; candidates may be asked to verify their legal name, current physical location, and provide a valid contact number and residential address, in accordance with local data privacy laws.
- Any attempt to misrepresent personal or professional information will result in disqualification.
- The organization is an Equal Opportunity Employer and complies with applicable employment and anti-discrimination laws in every country where it operates.