Strategic Finance Analyst, 15 Month Contract

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Take charge of the marketing operating expense forecast, budget monitoring, and quarterly reforecasting, which encompasses program and campaign expenditures.

• Clarify budget discrepancies and their underlying factors to Finance and Marketing leaders.

• Manage the marketing headcount forecast, tracking hires, open positions, and departures in relation to the plan.

• Reconcile monthly marketing operating expenses and headcount actuals with the general ledger and headcount system.

• Prepare the marketing sections for monthly and quarterly business reviews, including tables, charts, and executive narratives.

• Optimize recurring forecasting and reporting tasks, such as actuals feeds, updates from budget owners, and variance commentary.

• Create materials for meetings with Marketing budget owners, attend alongside the Director, record decisions, and conduct follow-up analysis.

• Assist in reporting on marketing spend efficiency, which includes cost per pipeline, customer acquisition cost (CAC), and payback.

• Participate in GTM Finance process enhancement projects with the Strategic Finance team.

• Document ongoing processes to ensure a seamless transition at the end of the contract term.

⛳️ Requirements

• A minimum of 4 years of experience in financial planning and analysis (FP&A), strategic finance, or business analytics, preferably within SaaS or subscription technology companies.

• Proven experience managing operating expense and headcount forecasts in relation to the budget, including program expenditures and vendor costs, ideally in marketing.

• Proficiency in overseeing a monthly close, forecast, and variance cycle, which entails reconciling actuals and composing variance commentary for an executive audience.

• Demonstrated ability to leverage AI tools and automation to enhance financial processes.

• Advanced skills in Excel or Google Sheets, including the maintenance and updating of financial models created by others.

• Strong written and verbal communication skills, including the ability to present analysis to Marketing budget owners.

• Capacity to quickly learn new metrics, models, and processes while working independently according to established priorities.

• Experience in building AI agents or automated workflows for a finance team (bonus).

• Familiarity with NetSuite, Anaplan, ChartHop, Salesforce, or Hex (bonus).

• Knowledge of marketing spend analytics such as cost per pipeline, CAC, and payback (bonus).

• Must be legally authorized to work in the United States or Canada; 1Password will not provide work authorization, relocation assistance, or visa sponsorship/transfers.

• Successful candidates will be required to complete a background check.

🏝️ Benefits

• Health insurance

• Dental insurance

• 401(k)

• RRSP

• Generous paid time off

• Equity grant

• Incentive programs, where applicable

• Company-wide wellness days (1 per quarter)

• Employee-led inclusion and belonging programs and ERGs

• Remote-first environment

• Peer-to-peer recognition through Bonusly

• Travel for in-person engagement, including annual department-wide offsites, team meetings, and customer/industry events

• Accommodation available upon request during recruitment