Financial Planning and Analysis

• Own end-to-end financial planning processes (budgeting, forecasting, long-range planning) for GTM functions across B2C and B2B
• Build and maintain financial models to assess CAC, LTV, payback, ROI, funnel conversion, and marketing attribution
• Conduct scenario planning and sensitivity analyses to support strategic decisions around pricing, customer segmentation, and expansion strategies
• Lead monthly business reviews with commercial leadership, delivering insights on performance, risks, and opportunities
• Support strategic projects including pricing strategy, incentive compensation design, and channel optimization
• Support pivotal investment decisions in sales, marketing, and commercial operations to optimize customer acquisition costs and lifetime value
• Partner with Accounting to align forecasts with broader corporate objectives; investigate and resolve variances vs. budget as part of month-end close
• Partner with Sales and Marketing to refine GTM operating model, focusing on sales productivity, pipeline efficiency, and lead conversion
• Own revenue planning processes including territory design, headcount planning, quota setting, and commission planning
• Design and manage dashboards, reports, and KPI scorecards to measure and drive GTM performance
• Drive continuous improvement in the sales tech stack (Salesforce, Braze, SalesLoft) and implement data governance to ensure CRM data integrity
• Act as a strategic partner to Sales and Marketing leadership and liaise with Product and Tech teams to prioritize tool enhancements
• Lead initiatives supporting both B2C and B2B revenue growth strategies with financial insights and operational improvements

Senior Manager, GTM Finance and Strategy

Senior FP&A Analyst

Senior Financial Analyst

Finance Operations Manager

Senior Financial Analyst

Financial Solutions Advisor – Registration Candidate