Loadsmart

Senior Financial Analyst, GTM FP&A

Loadsmart

full-time

Posted on:

Origin:  • 🇺🇸 United States • Illinois, New York

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Salary

💰 $90,000 - $115,000 per year

Job Level

Senior

Tech Stack

Tableau

About the role

  • Develop and maintain revenue forecasts tied to pipeline, bookings, and retention.
  • Lead quarterly forecasting cycles and support annual budgeting and long-range planning.
  • Analyze lead funnels, conversion rates, and pipeline coverage to guide Sales targets and Marketing spend.
  • Partner with Sales Ops and Marketing to improve funnel visibility and forecasting accuracy.
  • Manage OPEX budgets, headcount planning, and expense tracking for Sales and Marketing.
  • Deliver variance analysis, ROI recommendations, and quarterly commission reviews.
  • Build dashboards, KPIs, and reporting packages highlighting GTM and SaaS performance trends.
  • Present insights and recommendations to Finance and GTM leadership.
  • Conduct ad-hoc analyses on pricing, new product planning, and campaign ROI.
  • Serve as a strategic partner across Sales, Marketing, RevOps, and CS/Account Management to align financial and operational goals.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus.
  • 4+ years of progressive FP&A experience, supporting Sales, Marketing, or GTM functions in a SaaS/tech environment.
  • Strong financial modeling, forecasting, and data visualization skills (Excel/Google Sheets; Power BI/Tableau).
  • Familiarity with CRM and GTM systems (e.g., Salesforce, HubSpot) preferred.
  • Excellent communication skills with the ability to translate complex data into actionable insights.
  • Proven ability to collaborate cross-functionally in a fast-paced, high-growth environment.