Senior Financial Analyst

Overview

A global software organization is seeking a highly motivated Senior Financial Analyst to join their Go To Market (GTM) FP&A team. This role involves managing budgets, improving forecasting accuracy, providing financial insights, and supporting strategic decision-making related to sales and marketing initiatives. It offers an opportunity to deepen experience in GTM FP&A while collaborating closely with business leaders in a global software environment.

Responsibilities

OPEX & Headcount Management

• Assist in preparing annual budgets and quarterly/monthly forecasts for the global Go To Market organization.
• Track and manage operating expenses including headcount, personnel costs, travel & entertainment, marketing programs, and software expenses to ensure alignment with budget and headcount plans.
• Partner with the FP&A Manager to review and explain monthly spend trends and identify cost optimization opportunities.
• Coordinate with Accounting and Procurement to ensure proper accruals and expense classifications.

Variance Analysis & Reporting

• Prepare monthly financial reports and variance analyses comparing budget and forecast with clear explanations.
• Develop and distribute recurring financial reports to Marketing and Finance leadership.
• Provide commentary on financial results and support ad-hoc reporting and deep-dive analyses as needed.
• Support quarterly business reviews (QBRs) with financial exhibits, commentary, and insights.

Business Partnership

• Act as a trusted advisor to Marketing leaders, offering financial guidance on spend management, investment prioritization, and budget optimization.
• Develop financial models and analytical frameworks to evaluate the effectiveness and ROI of marketing investments across key channels such as demand generation and events.
• Deliver insights to help leadership make data-driven decisions on resourcing and expense management.
• Translate financial data into business terms for non-finance stakeholders.

Process Improvement

• Contribute to continuous improvement of financial reporting tools, templates, and processes.
• Help improve data integrity, forecast accuracy, and financial visibility across GTM teams.
• Utilize Adaptive Insights for planning and reporting accuracy.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in FP&A, business finance, or financial analysis.
• Strong analytical, quantitative, and Excel/modeling skills.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Clear and effective communication skills with proven ability to collaborate with and influence cross-functional teams.

Preferred Qualifications

• Experience supporting Marketing, Sales, or Go-to-Market functions in a software/SaaS company.
• Familiarity with marketing metrics, funnel analytics, and ROI measurement.
• Proficiency in financial planning tools such as Adaptive Insights or Anaplan.
• Familiarity with Salesforce, Workday, or other enterprise systems.

Key Competencies

• Analytical rigor and advanced problem-solving mindset.
• Strategic business acumen and detail-oriented financial discipline.
• Proactive ownership and self-driven execution.
• Effective cross-functional communication and partnership.
• Process improvement and systems orientation.

Compensation & Benefits

• Estimated base pay range: $123,000—$154,000 USD.
• Eligibility for corporate bonus plan.
• Benefits include healthcare, dental, vision, parental leave and planning, mental health support, 401(k) plan with match, 11 paid holidays, volunteer time off, paid time off, and other competitive benefits.

Additional Information

• Visa sponsorship is not available for this position.
• The organization supports a flexible workforce model including fully office-based, fully remote, or hybrid work arrangements.
• Employment is contingent upon verification of identity and eligibility to work, and a criminal background check is required.
• Qualified applicants with arrest and conviction records will be considered based on individual circumstances and applicable law.

Location

This is a global role; specific location details are not provided.