Own financial planning and forecasting for the Customer Outcomes organization, including headcount planning, operating expenses and budget-to-actuals performance.
Own financial analysis and reporting for the Professional Services P&L, including forecasting services bookings, revenue, utilization, and delivery capacity.
Lead monthly forecasts and support annual planning and long-range planning for Customer Outcomes functions.
Partner with Corporate Finance on company forecasting and reporting related to Customer Outcomes investments.
Act as a trusted finance partner to Professional Services, Customer Success, Customer Support, Sales Engineering, and Technical Services leadership.
Provide data-driven insights to support resource allocation, investment prioritization, and operational efficiency.
Collaborate with cross-functional partners including Operations, Analytics, and People teams on headcount planning and organizational scaling.
Develop reporting and dashboards that provide visibility into key operational and financial drivers across the Customer Outcomes organization.
Support analysis of customer lifecycle economics including adoption, retention, expansion, and cost-to-serve.
Build financial models to evaluate investment opportunities, capacity planning, and efficiency improvements across post-sales teams.
Identify opportunities to improve planning processes, data governance, and financial systems as Ironclad continues to scale.

Requirements

6+ years of experience in strategic finance, FP&A, consulting, or investment banking, ideally with direct experience supporting GTM teams in high-growth SaaS businesses.
Strong understanding of SaaS business models and metrics, including ARR, professional services, retention, expansion, and customer lifecycle economics.
Demonstrated ability to influence senior leaders and partner cross-functionally with GTM, RevOps, and Finance stakeholders.
Advanced financial modeling skills and experience building robust reporting frameworks that support scalable growth.
Proficiency in Excel and experience with financial planning systems such as Anaplan, Adaptive Insights, or Planful; working knowledge of Salesforce, NetSuite, and BI tools (Looker, Tableau, Power BI) is a plus.
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred.

Benefits

100% health coverage for employees (medical, dental, and vision), and 75% coverage for dependents with buy-up plan options available
Market-leading leave policies, including gender-neutral parental leave and compassionate leave
Family forming support through Maven for you and your partner
Paid time off - take the time you need, when you need it
Monthly stipends for wellbeing, hybrid work, and (if applicable) cell phone use
Mental health support through Modern Health, including therapy, coaching, and digital tools
Pre-tax commuter benefits (US Employees)
401(k) plan with Fidelity with employer match (US Employees)
Regular team events to connect, recharge, and have fun
And most importantly: the opportunity to help build the company you want to work at

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningforecastingfinancial analysisreportingfinancial modelingdata governanceoperational efficiencycapacity planningbudgetingSaaS business models

Soft Skills

influencing senior leaderscross-functional collaborationdata-driven insightsresource allocationinvestment prioritizationorganizational scalingtrusted finance partnercommunicationleadershipanalytical thinking

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBA