Strategic Finance Lead, GTM

Overview

This role involves shaping the organization’s financial trajectory by driving rigorous planning, analysis, and reporting, with a primary focus on supporting GTM (go-to-market) strategy and execution. You will partner closely with Sales, Marketing, Revenue Operations, and Customer Success to deliver insights that enable efficient and strategic scaling.

Responsibilities include leading core FP&A rhythms—forecasting, reporting, and long-range planning—while building dynamic models and creating clear financial narratives for executives, the board, and investors.

Responsibilities

• Lead monthly and quarterly forecasting and reporting rhythms, with deep ownership of GTM forecasts (bookings, ARR, pipeline, and headcount), partnering with the Head of Strategic Finance
• Own budget-vs-actuals updates for GTM functions; identify variances across sales capacity, marketing spend, and customer acquisition metrics
• Develop board-ready materials and financial narratives covering growth performance, efficiency, and ROI for executive reviews and company all-hands meetings
• Support comprehensive top-down and bottom-up financial planning for 2026 and beyond, including sales capacity modeling, quota planning, and growth scenarios
• Build models and templates to support GTM investment decisions (e.g., hiring, target setting, and marketing mix)
• Drive strategic projects, including pricing and packaging, sales compensation economics, vendor optimization, and ROI analysis
• Support investor reporting and fundraising activities by articulating GTM strategy, unit economics, and the path to efficient scale; increase ownership and responsibility over time

Requirements

• 4–7 years of experience across investment banking, investing, consulting, or finance at a high-growth tech company
• Experience supporting revenue-driving or customer-facing teams (Sales, Marketing, RevOps, or CS) strongly preferred
• Expert-level Excel and Google Sheets modeling skills
• Strong writing and presentation skills
• Experience with planning cycles (monthly, quarterly, annual)
• Comfortable working independently and proactively driving outcomes
• Degree in Finance, Accounting, Economics, or Business Administration preferred; MBA a plus

Compensation & Benefits

• Not specified in the provided job description.

Location

• Headquartered in San Francisco, with a distributed-first operating model and hubs in Los Angeles, San Francisco, New York, Washington D.C., London, and Singapore.