Financial Planning and Analysis

• We’re seeking an exceptional finance leader to drive strategic planning, performance management, and operational rigor across our go-to-market organization. This high-impact role will report to the VP of Finance and work closely with the CFO and Executive Leadership Team. You’ll be a key advisor on critical business decisions across revenue, sales, marketing, and customer success.
• This is a unique opportunity to lead a growing team and help scale a dynamic SaaS business through data-driven insights, systems improvement, and strong financial partnership.
• Go-to-Market Finance Excellence: Drive weekly and quarterly management reporting cadence for Executive Leadership team with deep analytical support for sales performance, pipeline management, and revenue recognition.
• Provide financial and strategic support to senior management on revenue operations, marketing ROI optimization, customer acquisition costs, and retention analytics.
• Build sophisticated attribution models and frameworks to optimize marketing spend, lead generation, and customer success initiatives.
• Partner with Sales Ops and RevOps to inform territory design, quota setting, and commission compensation strategies.
• Operational Excellence & Team Development: Lead the annual and quarterly planning and forecasting process across GTM functions, ensuring alignment with top-line growth goals and efficiency metrics.
• Drive continuous process improvement and automation across financial operations, planning, and reporting functions.
• Build, scale, and develop a high-performing FP&A team from the ground up, establishing scalable processes, systems, and organizational structures to support rapid business growth.
• Qualifications: Experience & Industry Knowledge: Minimum 10 years of progressive Corporate FP&A experience, including 5+ years leading high-performing teams
• SaaS and software industry experience required with deep understanding of subscription business models and key metrics (ARR, CAC, LTV, NRR, etc.)
• Bachelor's degree in Accounting, Economics, or Finance; MBA or CPA strongly preferred
• Skills: Advanced financial modeling and analysis skills; expert in Excel and modern EPM tools (e.g., Adaptive, NetSuite, Salesforce, BI platforms)
• Strong executive presence with the ability to communicate complex concepts clearly.
• Proven track record of building, coaching, and retaining high-performing finance teams.
• Results-driven, proactive, and highly accountable.

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