Director, Strategic Finance - GTM
About the role
The Director of Strategic Finance - GTM is the embedded finance partner to Drata’s GTM org, working directly with the CRO, CMO, SVP of CS, and SVP of BD. This role owns ARR forecasting, capacity planning, investment allocation and ROI. You will partner with the VP of RevOps and be a trusted advisor in the room with GTM leadership, not a downstream reporting function and significantly beyond budget stewardship.
Responsibilities
- Serve as the dedicated finance business partner to the GTM leadership team, embedded in the organization's day-to-day operating rhythms
- Develop deep expertise in our GTM engine, proactively identifying risks and opportunities and grounding recommendations in data-driven insights
- Shape GTM strategy by providing financial guidance on new initiatives, resource allocation, and investment tradeoffs
- Leverage AI to continuously evolve ARR forecasting models and deepen insights into key business drivers, including sales productivity, pipeline generation and conversion, and retention and expansion
- Guide investment decisions using GTM unit economics and ROI frameworks, including CAC, LTV, payback period, Magic Number, and marketing efficiency
- Lead GTM capacity planning and headcount forecasting for the long-range plan, annual budget, and quarterly reforecasts, ensuring alignment across GTM, RevOps, Finance, and People
- Adeptly adopt an AI-first approach by automating spreadsheet-driven work and building scalable workflows, enabling greater focus on strategic partnership and decision-making
Requirements
- 10+ years of progressive experience in FP&A, Strategic Finance, GTM Finance, Investment Banking, Consulting, or a related finance discipline within high-growth technology or SaaS environments
- Proven experience operating as a senior finance partner to executive GTM leaders, with the credibility and judgment to influence strategy, investment decisions, and resource allocation
- Deep experience owning core GTM finance processes, including forecasting, annual planning, long-range planning, headcount and capacity planning, and performance analysis
- Think from first principles, building from the ground up while challenging assumptions
- Strong command of SaaS and recurring revenue metrics, with the ability to translate complex data into clear, executive-ready insights and recommendations; experience with usage-based model is a bonus
- Demonstrated success solving ambiguous, unstructured business problems and building scalable financial frameworks, operating cadences, and decision-support models
- Track record of driving cross-functional alignment across Finance, GTM, and RevOps, while improving efficiency and decision-making through automation, systems, and process design
Qualifications
- Master’s degree in Finance, Accounting, Business Administration, or a related field
- CPA certification preferred
Skills
- Advanced proficiency in Excel and financial modeling
- Experience with financial planning and analysis tools such as Tableau, Power BI, or similar
- Strong communication and interpersonal skills, with the ability to influence and collaborate with executives
- Ability to manage multiple projects simultaneously and prioritize tasks effectively
- Knowledge of SaaS and subscription-based business models
Benefits
- Up to 100% employer-paid premiums for medical, dental, and vision coverage for employees and their dependents
- Comprehensive wellness benefits and healthcare concierge services
- A 401(k) plan with generous matching
- Company-paid life and disability insurance
- Tax-advantaged spending accounts
- Discounted voluntary offerings
- Paid parental leave policy
- Fertility and family-building benefits
- Healthcare concierge services
- Flexible vacation policy
- Paid holidays
- Generous annual stipends for professional and personal development
- Access to a wide range of internal learning opportunities
Pay
The applicable salary range for this role is: $196,600- $242,900. A variety of factors are considered when determining someone’s leveling and compensation–including a candidate’s professional background and experience.
Schedule
This role will receive a competitive base salary, benefits, and stock, typically in the form of Restricted Stock Units (RSUs).