Financial Planning and Analysis

• Lead financial planning, forecasting, and reporting for all GTM functions, including ARR modeling, bookings, revenue, headcount, and pipeline capacity.
• Partner closely with Sales, Marketing, and Customer Outcomes to develop data-driven financial insights that drive strategic decision-making.
• Build and evolve models to support Ironclad’s shift into upmarket/enterprise while maintaining efficiency across our mid-market business.
• Collaborate with GTM Operations and People teams to plan headcount and hiring pacing, analyze sales productivity, and align compensation with revenue targets.
• Create and deliver executive-ready dashboards and financial narratives for leadership, board meetings, and business reviews.
• Provide forward-looking analysis on GTM performance, resource allocation, budget-to-actuals variance, and scenario planning.
• Support annual planning, quarterly forecasts, and long-range models with segmentation by GTM motion (mid-market vs. enterprise).
• Develop, coach, and scale a team of high-performing GTM finance professionals.
• Identify opportunities to improve financial systems, automate workflows, and refine planning processes to support scale.

Senior Director of GTM FP&A

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager