Serve as the primary finance contact, building strong, trusted partnerships with GTM leadership to strategically support and accelerate their key objectives
Lead GTM planning processes as part of the broader finance team including annual and quarterly planning, re-forecasts, and long-term strategic planning cycles
Create, manage, and drive the corporate planning calendar, ensuring seamless coordination and timely delivery across all stakeholder groups
Streamline and improve recurring corporate processes and deliverables to increase efficiency and accuracy
Challenge the status quo: identify uses and drive adoption of AI throughout the Strategic Finance teams
Partner with the Sr. Director Strategic Finance to prepare comprehensive monthly reporting packages and presentations for the CFO and Executive Leadership Team (ELT)
Partner with Sr. Director Strategic finance to develop and deliver quarterly reporting and presentations for the Board of Directors, providing clear insights into financial performance
Partner with Strategic Finance Analytics and Revenue Operations teams to optimize automated reporting in Tableau and other business intelligence tools
Build and cultivate a stronger finance partnership across GTM function as well as Legal, Technology, People, and the ELT
Collaborate closely with the FP&A, Accounting, and Treasury teams to ensure accurate and timely financial reporting and alignment on key assumptions
Provide expert guidance and support to business partners in analyzing financial data and understanding variances between actual performance vs. plan and forecast
Identify financial trends and provide meaningful insights and recommendations to support executive decision-making and strategic investments
Build out reporting and communication of key performance indicators (KPIs) and dashboards to monitor business performance and P&L impacts
Collaborate with cross-functional teams to ensure efficient and accurate data input for all planning and reporting activities

Requirements

Bachelor's degree in Finance, Accounting, or a related field +MBA or advanced degree
Minimum of 6 years of experience in financial planning and analysis or related roles, with at least 2 years in a managerial role
Strong knowledge of financial planning and analysis processes, including budgeting, forecasting, and reporting
Experience in leading and enhancing planning processes and utilizing enterprise planning tools (e.g., Anaplan, Hyperion, etc.)
Advanced proficiency in financial modeling and analysis, with a strong ability to interpret complex financial data
Excellent communication and presentation skills, with the ability to effectively communicate financial insights to non-financial stakeholders
Experience with Sales and Marketing teams and leadership preferred
Strong leadership and project management skills, with the ability to work collaboratively and influence cross-functional teams
Detail-oriented with strong analytical, forecasting, and problem-solving abilities
Proficiency in Microsoft Excel, PowerPoint, and other financial software systems

Benefits

Exceptional health, vision, and dental care
Opportunity for equity ownership
Life and AD&D, short- and long-term disability
Employee Assistance Program
Employee Resource Groups
Fun company outings and events
Unlimited PTO
401K with company match

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningfinancial analysisbudgetingforecastingfinancial modelingreportingdata analysisKPI monitoringP&L analysisenterprise planning tools

Soft Skills

communicationpresentationleadershipproject managementcollaborationanalytical thinkingproblem-solvingdetail-orientedinfluencingstrategic thinking

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingMBAadvanced degree