Strategic Finance Lead
Eve
full-time
Posted on:
Location Type: Hybrid
Location: San Mateo • California • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Design and maintain robust quota-based sales capacity models, spanning headcount planning, quota allocation, and productivity ramp forecasts
- Assess and optimize the marketing/sales funnel, providing in-depth analysis of conversion metrics and pipeline health
- Formalize key GTM KPIs and establish regular reporting and forecasting cadences with Sales and Marketing leaders
- Advise on territory design, resource allocation, and incentive planning based on analysis of sales trends and pipeline dynamics
- Build and enhance forecasting models to support annual planning, long-range strategic plans, and ad hoc scenario analysis
- Evaluate the financial impact and ROI of GTM initiatives, marketing programs, and sales productivity drivers
- Deliver clear, actionable recommendations to leadership by translating financial data into strategic insights
- Support the adoption of new financial systems and analytics tools across GTM teams
- Ensure all financial analysis is aligned with high-growth objectives and company-wide strategic goals
Requirements
- 4+ years of strategic finance or FP&A at high-growth software companies
- 2+ years of investment banking or private equity focused on technology
- Strong quantitative and analytical skills, including advanced Excel proficiency and experience with BI/CRM/reporting tools
- Demonstrated expertise in sales capacity planning and marketing conversion modeling
- Track record of driving complex, cross-functional projects in a GTM environment
- Excellent written and verbal communication skills, with ability to present to senior leadership
- Self-starter, highly organized, and comfortable operating in fast-changing, ambiguous environments
- Bachelor’s degree in Finance, Mathematics, Engineering, or other STEM field
Benefits
- Competitive Salary & Equity
- 401(k) Program & company match
- Health, Dental, Vision and Life Insurance
- Short Term and Long Term Disability
- Commuter Benefits
- Autonomous Work Environment
- In-Office/Home Office Setup Reimbursement
- Flexible Time Off (FTO) + Holidays
- Quarterly Team Gatherings
- In office Perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
strategic financeFP&Asales capacity planningmarketing conversion modelingfinancial analysisadvanced Excelquantitative skillsanalytical skillsforecasting modelsROI evaluation
Soft skills
communication skillsorganizational skillsself-starterability to presentcross-functional project managementadaptabilityanalytical thinkingproblem-solvingleadershipteam collaboration