Senior Strategic Finance Specialist

Overview

This role supports strategic finance and FP&A efforts by partnering with leaders across Sales, Ecosystem, and Revenue Operations. Responsibilities focus on building forecasts and financial models, owning recurring reporting, and translating performance into clear insights and recommendations.

Responsibilities

• Partner with Sales, Ecosystem, and Revenue Operations to understand business priorities and translate them into financial forecasts and analysis.
• Build and maintain financial models and forecasts to help GTM leaders evaluate plans, assumptions, performance, and investment choices.
• Own recurring reporting and explain material trends or variances to make the financial story clear to business partners.
• Investigate ad hoc questions behind the numbers and convert findings into practical recommendations for target attainment and efficient growth.
• Collaborate with stakeholders to validate assumptions, improve clarity and consistency of reporting, and support sound day-to-day decisions.

Requirements

• 1–2 years of experience in FP&A, strategic finance, financial analysis, or a related analytical role, with examples of supporting business decisions.
• Hands-on experience using AI tools and building AI-powered workflows to streamline financial analysis, reporting, or forecasting, including the ability to validate outputs for accuracy and translate results into actionable business insights.
• Strong financial modeling, forecasting, and spreadsheet skills, including the ability to organize data and check work for accuracy.
• Experience producing recurring reporting and/or variance analysis, including the ability to explain results and what they mean for the business.
• Clear written and verbal communication skills, including the ability to explain complex financial information to non-finance partners.
• Strong judgment, attention to detail, and ability to manage multiple requests in a collaborative, fast-moving environment.

Preferred Qualifications

• Experience supporting SaaS or technology teams, especially across multiple go-to-market functions.
• Familiarity with financial planning systems or analytics tools such as Pigment, Adaptive, Anaplan, SQL, or business intelligence platforms.
• Experience assessing resource allocation and investment choices, or the relationship between operating metrics and financial results.

Compensation & Benefits

Not specified.

Location

Remote (listing indicates remote work).