Senior Financial Analyst, GTM Finance

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

📋 Description

• Oversee monthly forecasting, annual budgeting, and key performance indicators (KPIs) for GTM (Sales & Marketing) and G&A expense categories.

• Conduct monthly budget versus actuals analysis for GTM and G&A expenditures, clarifying significant variances and collaborating with department leaders to meet business objectives.

• Manage COGS analysis to safeguard and enhance gross margin, rigorously evaluating delivery and support staff, hosting, and service costs to ensure efficient scaling.

• Collaborate with department leaders to monitor spending against the budget, pinpoint opportunities for efficiency, and assist in guiding resource allocation decisions.

• Take responsibility for calculating and continually tracking core SaaS metrics, ensuring that the methodology is consistent, well-documented, and reliable for leadership.

• Maintain the driver-based operating model that supports the business, keeping it updated as assumptions and business dynamics change.

• Manage headcount reporting and planning in collaboration with People/Talent teams, tracking hiring against plans and budgets while consistently identifying areas for improvement.

• Oversee monthly calculations of top-line billings for the Operator Qualification (OQ) product line, partnering cross-functionally to ensure comprehensive and accurate reporting, with a focus on automation.

• Integrate billings, expenses, and operational data into a coherent narrative that highlights opportunities for growth acceleration.

• Develop and maintain the OQ billings model, monitoring actuals against the plan and proactively identifying risks or opportunities.

• Create analytics that extend beyond basic reporting, revealing trends, cohort behaviors, and pricing/packaging dynamics within the product line.

• Manage the complete Product P&L for the Operator Qualification line, ensuring that leadership has a clear and accurate understanding of unit economics and profitability drivers.

• Lead the bi-weekly billings Flash report, providing leadership with a timely and accurate assessment of performance prior to the monthly close.

• Create materials for board reporting that translate intricate financial data into clear, executive-level narratives and visuals.

⛳️ Requirements

• 4–7 years of experience in FP&A, corporate finance, or investment banking/consulting with a robust analytical foundation; SaaS experience is highly preferred.

• Proficient in advanced Excel modeling; familiarity with visualization tools such as Power BI is an advantage.

• Proven track record of ownership of a P&L, billings/revenue process, or comparable financial workstream.

• Knowledge of SaaS metrics (billings, GRR, NRR, CAC, LTV, LTV/CAC ratio) and their translation into executive-level narratives.

• Understanding of the GTM funnel and the KPIs that influence the health of the business.

• Bachelor's degree in Finance, Accounting, Economics, or a related field; an MBA or CFA is a plus but not mandatory.

• Strong attention to detail is crucial for success in this position.

🏝️ Benefits

• 100% employer-paid medical and dental insurance for employees

• Monthly contributions to Health Savings Accounts

• A 401(k) match that is immediately fully vested

• Outstanding time off benefits

• Paid time off for volunteer activities

• Remote work opportunities