Senior Financial Analyst

SWIM is partnering with a high-growth, pre-IPO enterprise SaaS company to recruit a Senior Financial Analyst, GTM Finance. This role sits close to the commercial organization, partnering with leaders across Sales, Customer Success, Marketing, and Revenue Operations to drive sustainable growth through financial and operational analysis.

About the Company

Our client is a high-growth, international enterprise SaaS company known for innovation, collaboration, and thoughtful leadership. As a pre-IPO organization, it scales globally through organic growth, product expansion, and strategic initiatives. Finance operates as a trusted partner to business leadership, deeply embedded in revenue planning, workforce strategy, capacity modeling, investment decisions, and operational performance. This environment offers visibility, ownership, and the opportunity to influence decisions beyond traditional financial analysis.

Responsibilities

• GTM Business Partnership: Serve as a strategic Finance partner to leaders across Sales, Customer Success, Marketing, and Revenue Operations, bringing financial and analytical insight to commercial decisions.
• Sales Capacity & Headcount Planning: Build and evolve capacity and workforce models connecting hiring plans, ramp assumptions, productivity, and revenue growth.
• Pipeline & GTM Performance: Partner with GTM and Revenue Operations teams to analyze pipeline, productivity, performance trends, and key operating metrics, identifying risks and opportunities.
• Planning & Forecasting: Own budgeting, forecasting, and long-range planning for assigned business areas, linking financial outcomes to operational drivers.
• Investment & Resource Allocation: Evaluate headcount, programs, and strategic GTM investments to determine optimal resource deployment for maximum impact.
• Scenario & Financial Modelling: Build dynamic financial models to evaluate growth scenarios, organizational changes, investments, and strategic decisions.
• Business Insights: Combine financial and operational data to identify trends, challenge assumptions, and develop actionable recommendations.
• Executive Reporting: Translate complex analysis into clear, concise presentations and recommendations for senior Finance and GTM leadership.
• Process Improvement & Automation: Enhance models, dashboards, reporting, and planning processes to improve visibility, efficiency, and scalability.

Requirements

• Approximately 5–9 years of progressive Finance, FP&A, or Strategic Finance experience.
• Meaningful experience within a high-growth B2B SaaS or technology organization.
• Direct Finance partnership with Sales, Marketing, Customer Success, and/or Revenue Operations.
• Experience with headcount planning and/or sales capacity modeling.
• Exposure to pipeline, productivity, resource allocation, hiring/ramp assumptions, or other GTM performance drivers.
• Strong budgeting, forecasting, and long-range planning fundamentals.
• Advanced financial modeling and scenario analysis capabilities.
• Experience combining financial and operational data to develop actionable business recommendations.
• Strong business acumen and understanding of operational drivers behind financial performance.
• Excellent communication skills and confidence to partner with and influence senior stakeholders.
• Advanced Excel and/or Google Sheets capabilities.
• Experience with FP&A platforms such as Pigment, Adaptive Insights, Anaplan, or DataRails is an asset.
• Experience within an enterprise or complex SaaS GTM environment is highly desirable.
• CPA, CFA, or MBA is considered an asset but not required.

Why This Opportunity Stands Out

• Move beyond traditional FP&A and deepen your experience in strategic GTM Finance.
• Partner directly with senior GTM leaders.
• Develop expertise in sales capacity, pipeline, workforce, and investment planning.
• Influence decisions on where and how the organization invests for growth.
• Work within a sophisticated, scaling SaaS environment.
• Gain exposure to a global, pre-IPO organization.
• Build models and processes that evolve alongside the business.
• Progress toward senior strategic Finance and business-partnering opportunities.

Pay

United States: USD $111,400–$150,600
Canada: CAD $100,300–$135,700

Benefits

• Equity participation.
• Comprehensive health and dental benefits.
• RRSP match (Canada).
• Unlimited PTO, with a minimum of 20 business days per year.

Schedule

This is a remote role across the United States or Canada.