Principal Financial Analyst, GTM Expense Management

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Act as the primary finance business partner for operational expenditure planning and oversight across Sales, Revenue Operations, Marketing, Customer Support/Services, and Professional Services.

• Take ownership of the annual budgeting and quarterly forecasting processes for Go-To-Market operating expenses, which encompass headcount, travel and entertainment, programs, tools/software, and third-party expenditures.

• Collaborate with department leaders and teams to formulate, track, and adjust budgets throughout the fiscal year.

• Examine spending patterns by function and cost center, identify discrepancies against the plan, and deliver actionable insights to leadership.

• Develop and oversee reporting packages and dashboards that provide Go-To-Market leaders with visibility into expenditures compared to the budget.

• Propel cost-efficiency initiatives, including vendor/tool expenditure assessments, cost-per-function benchmarking, and the identification of savings opportunities.

• Conduct monthly and quarterly business reviews with Go-To-Market leadership, showcasing expense performance, potential risks, and strategic recommendations.

• Collaborate with the Accounting team on accruals, reclassifications, and month-end closing activities related to Go-To-Market expenses.

• Assist with ad hoc modeling and scenario analysis for reorganizations, new program investments, and cost-reduction strategies.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.

• 6–9 years of experience in Financial Planning & Analysis, financial analysis, or expense/cost management.

• Ideally, experience supporting Sales, Marketing, or Customer Success/Support teams within a B2B SaaS or technology environment.

• Proficient in advanced Excel and financial modeling techniques.

• Strong familiarity with Business Intelligence tools such as Tableau or Power BI.

• Experience with financial planning systems including OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning.

• Knowledge of ERP systems like NetSuite, Oracle, or SAP.

• Capability to work independently and serve as a trusted advisor to senior, non-financial stakeholders.

• Outstanding communication and presentation skills, with experience presenting to VP/SVP-level leadership.

• Strong analytical skills, sound business judgement, and comfort with ambiguity.

• Proven track record of driving process improvements and standardization across finance functions.

• Must possess legal authorization to work in the United States.

🏝️ Benefits

• Annual discretionary bonuses for eligible full-time, non-Sales US employees.

• Flexible paid time off.

• Health insurance.

• Disability insurance.

• Life insurance.

• 401(k) retirement plan with company matching contributions.