Senior Financial Analyst, GTM
Core
Build financial models for revenue forecasting and GTM operating expenses, serve as a strategic finance business partner to GTM leaders, and optimize sales & marketing efficiency.
Role type
Senior Financial Analyst (GTM FP&A)
Builds
Financial models for revenue forecasting and GTM operating expenses (sales, marketing, headcount, compensation, commissions)
Domain
Fintech / Retirement Savings
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Financial modeling, Variance analysis, Budget ownership, SaaS metrics (ARR, Churn, LTV/CAC, NRR), Data analysis, SQL, NetSuite, Pigment
Preferred skills
None stated
Technologies
Pigment, NetSuite, Snowflake
Responsibilities
Design and maintain sophisticated models for GTM operating expenses; Own variance analysis and translate findings into actionable insights; Serve as a strategic finance business partner to GTM leaders; Provide data-driven insights to optimize sales & marketing efficiency; Automate core systems to ensure a single source of truth; Synthesize complex financial data for Board decks and investor materials; Partner with GTM and People teams on headcount and sales capacity planning.
Seniority
Senior, hands-on IC