GTM & Strategic Finance Associate

About the role

We are seeking a high-performing GTM & Strategic Finance Associate to help accelerate decision-making across our revenue and finance organizations.

What You’ll Do

• Build a holistic view of how revenue flows through the business: Marketing → Sales → Customer Success → Financial outcomes
• Analyze funnel, pipeline, revenue, and retention performance to understand key drivers, risks, and opportunities
• Monitor GTM KPIs and financial metrics, focusing on the levers that influence growth and profitability
• Develop and maintain revenue and operational models (pipeline, bookings, revenue, churn/retention, unit economics)
• Support ongoing forecasts and executive reporting, ensuring visibility into performance vs. expectations
• Conduct variance analysis and provide concise explanations and recommendations to leaders
• Prepare investor and board reporting, ensuring accurate representation of financial results and key business metrics
• Translate complex data into simple, actionable insights to support strategic and operational decisions
• Evaluate pricing, packaging, GTM investments, and strategic initiatives through quantitative impact analysis
• Partner across functions to accelerate decision velocity and improve execution
• Leverage AI tools to accelerate analysis, improve reporting, and automate manual workflows
• Identify opportunities to use AI for forecasting, data processing, and operational optimization
• Stay proactive in experimenting with and adopting emerging AI capabilities

What You'll Bring

• 3–5 years in investment banking, private equity, consulting, finance, revops, analytics, or a related cross-functional role (SaaS preferred)
• Strong analytical and quantitative skills; advanced in modeling and data interpretation
• Excellent communication skills—able to synthesize complexity into clarity
• Experience with CRM/reporting systems, BI tools, SQL is a plus
• Curious, resourceful, and comfortable operating in fast-moving environments
• Finance awareness is a nice to have — foundational understanding of financial statements, SaaS economics, and modeling logic