Partner with Demand & Growth, Corporate Marketing teams, Accounting, and other GTM business leaders to enable key stakeholders on insights produced and provide recommendations to improve business outcomes.
Lead financial efforts and provide insights on various projects such as return on investment for marketing spend, KPI reporting and optimization, and external benchmarking.
Thrive in the end-to-end process of nimbly providing real-time insights that can translate into frameworks for long-term success.
Identify topics that merit further investigation and utilize data and frameworks to provide new perspectives.
Oversee marketing headcount management and movement tracking to forecast and manage departmental costs. Operate as Finance liaison for the annual operating plan and long range planning processes.
Serve as the Finance approver on marketing spend deployment. Identify major swings in spend, track against budget, and adjust forecasts in real time.
Prepare recommendations on incremental investment opportunities by weighing financial and strategic trade-offs
Share responsibilities with existing finance leadership, expanding the team’s reach into strategic and analytical support across the business.
Requirements
5+ years of related experience, ideally in corporate finance, financial planning, and analysis (FP&A), investment banking, or investment management. FP&A or strategic finance experience supporting SaaS businesses and/or the tech industry is critical
Advanced proficiency in Excel, PowerPoint, Google Docs/Sheets/Slides. Bonus for experience in SQL and NetSuite
Strong capability to tackle projects, extract key insights, and translate them into actionable strategies that drive business impact.
Proven ability to work effectively and establish relationships with business partners.
Excellent verbal and written communication skills, capable of conveying financial insights in a comprehensible and engaging manner.
Time and project management skills, the curiosity and drive to dig a level deeper
Passion for systematizing processes, reducing bottlenecks, and creating scalable solutions
Benefits
100% covered medical, dental, and vision benefits with dependents coverage
16 weeks fully-paid parental Leave for all new parents
Health & wellness and remote workplace stipends
Family planning benefits through Carrot Fertility
401(k) matching
Flexible work hours and location
Open PTO policy
11 paid holidays in the US
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial analysisreturn on investmentKPI reportingbudget forecastingdata analysisstrategic financeproject managementExcelSQL