Senior FP&A Analyst
Core
Dedicated finance partner to Marketing and Sales leadership, owning budget, forecasting, and unit economics to guide channel investment and translate funnel performance into revenue and profitability.
Role type
Senior FP&A Analyst (Sales & Marketing Finance)
Builds
Scalable reporting and planning processes for go-to-market spend and headcount
Domain
Consumer fintech / Home equity lending
Deliverable
dashboards & analysis
Required skills
Driver-based forecasting, unit economics modeling (CAC, conversion, payback), variance analysis, ROI modeling, financial planning & budgeting, general ledger reconciliation, ERP proficiency
Preferred skills
Consumer fintech/lending experience, Real Estate market knowledge, Netsuite ERP/Planning, paid acquisition domain expertise
Technologies
Excel, Google Sheets, Netsuite
Responsibilities
Build and own driver-based marketing and sales forecast linking channel spend to revenue; Own the Marketing and Sales expense plan including agency costs and commissions; Track and analyze variances between actual and forecasted financial performance; Model ROI for new channels and run 'what-if' scenarios; Produce monthly go-to-market performance reporting and dashboards; Partner with Accounting on accruals and commission calculations; Partner with Data teams to reconcile spend data with the general ledger
