Senior Director, GTM FP&A

About the role

We’re looking for a Senior Director, GTM FP&A to manage GTM finance planning, forecasting, and analysis activities. This role will partner with key business units, including CXOs, to drive world-class GTM and sales finance planning and insights for the business. This is a fantastic opportunity for a finance professional to join a dynamic, high-growth environment and accelerate their development at a $2 billion annual revenue company with double-digit Annual Recurring Revenue (ARR) and a $93 billion market opportunity in UCaaS, Contact Center, and AI-powered adjacencies.

Responsibilities

• Manage the full range of GTM sales and marketing finance planning, forecasting, and analysis activities, including building and reviewing financial models, validating assumptions, and challenging data and information integrity.
• Partner with GTM and analytics teams to manage bookings forecasting.
• Partner with GTM teams to assess new business opportunities and provide recommendations to leadership.
• Partner with Accounting, BI, and key stakeholders to ensure alignment on month-end activities.
• Prepare monthly and quarterly management reporting—analyzing financial results, distilling and synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management.
• Prepare presentations and provide recommendations to senior management.
• Participate in strategic data analysis and modeling for senior company leadership.
• Manage and coach team members to develop capabilities and achieve key goals and objectives.
• Fulfill ad-hoc analytical requests as needed.

Requirements

• 10+ years of related experience in financial planning and analysis.
• Bachelor’s Degree in Finance, Economics, or a related field.
• SaaS experience in a high-growth environment.
• Prior GTM and/or sales finance forecasting experience.
• Good understanding of key SaaS revenue metrics.
• High proficiency in Excel and PowerPoint—building financial and decision support models and reports.
• Proven ability to form strong business partner relationships.
• Clear and effective communication skills, both verbal and written.
• Detailed-oriented with excellent problem-solving and analytical skills.
• Self-starter who adapts well to change in a fast-paced, dynamic workplace.
• Great attitude, willingness to perform, and get things done.
• Experience with financial planning systems, Anaplan, and NetSuite preferred.
• Comfortable working with large data sets.

Benefits

• Comprehensive medical, dental, vision, disability, and life insurance.
• Health Savings Account (HSA), Flexible Spending Accounts (FSAs), and Commuter benefits.
• Voluntary supplemental health coverage and life insurance.
• 401K match and Employee Stock Purchase Plan (ESPP).
• Paid time off, paid sick leave, paid parental and pregnancy leave.
• Family-forming benefits (IVF, preservation, adoption, etc.).
• Emergency backup care (child/adult/pets).
• Employee Assistance Program (EAP) with 24/7 counseling sessions.
• Free legal services for advice, document creation, and estate planning.
• Employee bonus referral program.
• Student loan refinancing assistance.
• Employee 1:1 coaching, perks, and discounts program.

Pay

If hired in Belmont, California, the compensation range for this position is between $233,800 and $285,100 for full-time employees, in addition to eligibility for variable pay, equity, and benefits.