Overview
The organization is seeking a Senior Financial Analyst, GTM to join the GTM Finance team, reporting to the Director of GTM Finance.
This role serves as a primary Finance Business Partner for the global field sales organization, providing actionable insights and data-driven support to drive strategic decision-making. Responsibilities include optimizing revenue forecasting, managing headcount planning, and enhancing productivity metrics to support the scale and success of global sales initiatives.
Remote work: 100% remote. Candidate location requirement: candidates must be based on the East Coast to ensure easier overlap for global cross-functional support.
Responsibilities
- Finance Business Partnering: Serve as the dedicated Finance Business Partner for the global field sales organization, providing strategic support and analytical insights.
- Top-Line Forecasting: Review and refine the top-line bookings forecast in collaboration with the SVP of Sales, Americas and the SVP of International Sales.
- Quarterly Alignment: Lead alignment with revenue operations and corporate FP&A on quarterly forecasts for new and expansion business segments.
- Headcount and Productivity: Lead headcount planning initiatives and define/analyze productivity metrics for the field sales organization to optimize resource allocation.
- Capacity Planning: Partner with Revenue Operations to ensure workforce planning supports top-line forecasting models.
- Strategic Influence: Advise sales leadership using narratives and analytical insights to shape strategic decisions and optimize business outcomes.
- Annual Planning: Collaborate with the Director of GTM FP&A on creating forecast models in support of annual planning.
Requirements
- 5+ years of progressive experience in FP&A, ideally within a high-growth SaaS or Tech environment.
- Proven track record managing complex revenue forecasting and driving corporate reporting.
- Experience supporting a GTM organization as a strategic business partner.
- Demonstrated ability to influence senior leadership and lead cross-functional initiatives.
- Expert-level proficiency with Excel or Google Sheets.
- Ability to synthesize complex financial data into actionable narratives for executive-level audiences.
- Highly proactive, with a track record of setting project plans, managing ambiguity, and driving results in a fast-paced environment.
- Education: BA/BS in Finance, Economics, Accounting, or a related field. MBA or professional certification (CFA/CPA) is a plus.
Preferred Qualifications
- Proficiency in Alteryx, Salesforce, or Tableau.
- Exposure to automation and AI for modeling and optimizing financial processes.
Compensation & Benefits
- Base salary range (United States): $103,000 - $134,000
- Target annual bonus: 15% of base salary, based on individual and company performance
- Connectivity Plus stipend: $150 per month
- Home office reimbursement: $200 annually
The role includes a comprehensive benefits package, including:
- Medical, dental, and vision coverage
- 401(k) with company match
- Paid parental leave, caregiver leave, and flexible time off
- Mental health support and wellness reimbursement
- Career development and education assistance
Location
- Remote (100%)
- East Coast-based candidates only to ensure easier overlap for global cross-functional support.
Additional Notes
- This position involves access to software/technology subject to U.S. export controls. Any job offer will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls.