Lead FP&A Analyst
Core
Lead FP&A Analyst serving as a trusted finance partner to Go-To-Market leadership, translating business performance into insights to support disciplined planning, forecasting, and growth decisions.
Role type
Senior IC FP&A Analyst (GTM Finance)
Builds
Monthly, quarterly, and annual forecasts; budget-versus-actuals analysis; financial models for headcount and operating expenses; executive-ready reporting and dashboards.
Domain
SaaS / Technology / Go-To-Market Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, Forecasting, Budgeting, Variance analysis, Scenario modeling, Executive reporting, Data reconciliation, Headcount planning, Dashboard creation, Process automation
Preferred skills
SaaS metrics (ARR, retention, churn), Salesforce/NetSuite/Snowflake/Tableau/SQL, Post-sales organization support, Scalable reporting workflows
Technologies
Excel, Google Sheets, HEX, Salesforce, NetSuite, Pigment, Snowflake, Tableau, SQL
Responsibilities
Own forecasting processes for assigned GTM functions; Lead budget-versus-actuals analysis and communicate recommendations; Build and maintain financial models for GTM investments; Partner with functional leaders on annual plans and scenario analyses; Develop deep understanding of GTM operating metrics; Prepare executive-ready materials for leadership reviews; Reconcile financial and operational data across systems; Support headcount planning and workforce investment decisions; Create and improve dashboards and analytical processes; Identify opportunities to automate manual workflows; Collaborate with cross-functional teams to align assumptions; Provide ad hoc analysis for strategic initiatives.
Seniority
Senior, hands-on IC