Expel

Financial Planning and Analysis

• Own budget-to-actual reporting, quarterly forecasts, and annual planning for Sales, Marketing, Customer Success, RevOps, and Partnerships
• Serve as the source of truth for GTM unit economics, including LTV/CAC, sales productivity, marketing efficiency, retention metrics, and payback periods
• Partner with Revenue Operations and Sales Leadership on quota planning, capacity models, sales compensation analytics, and pipeline forecasting
• Help Customer Success leadership optimize coverage models, retention forecasting, and customer growth strategies
• Build analytical frameworks that help leaders make better decisions around hiring, spend, and resource allocation
• Lead headcount planning and vendor reviews across your portfolio
• Deliver clear variance analysis that explains the 'why' behind business performance
• Use AI tooling and automation to increase analytical throughput and reduce manual work

Senior FP&A Analyst, GTM