Senior Financial Analyst (Sales & Marketing)

What Is Cool About This Job

The Go-to-Market (GTM) Finance team leads decision support for company-wide pivotal initiatives, drives business insights focused on cutting-edge business issues, and delivers bookings, churn, revenue, and top-line critical metric reporting and forecasting.

This fast-paced role provides an outstanding opportunity to drive strategic analytics and decision support in a cross-functional B2B SaaS organization across Sales, Marketing, and Customer Experience.

Day to Day Strategic Business Partnership

• Build dynamic, long-term relationships with Executives and VP teams across the Sales, Marketing, and Revenue organizations to analyze business performance and drive strategic capital and operational resource allocation.

Financial Modeling & Planning

• Build and manage dynamic, scalable financial models and multi-year plans, developing compelling outputs that track bookings, revenue, and core SaaS metrics.

Core Metrics & ROI Analysis

• Formulate high-value analysis and deep dives into critical metrics such as LTV:CAC, sales efficiency, marketing funnel performance, and return on investment (ROI) to inform better commercial decisions.

Budgeting & Rolling Forecasts

• Lead monthly and quarter-end financial processes, driving formal budget reviews and rolling forecasts to ensure operational expenses are tightly aligned month to month and gaps vs. plan are proactively addressed.

Data Storytelling & Executive Reporting

• Prepare business cases, sensitivity analyses, and executive-ready reports or dashboards to present insights, trends, risks, and opportunities clearly to leadership and the broader business.

Expertise and Passion

• Experience: 3+ years of financial analyst experience on a Strategic Finance or FP&A team at a fast-growing company, or background in investment banking, consulting, or private equity.
• SaaS Metrics Mastery: Deep operational understanding of SaaS business models, customer acquisition funnels, and core metrics such as Monthly Recurring Revenue (MRR), LTV, CAC, and sales productivity.
• Analytical Excellence: Advanced Microsoft Excel and financial modeling skills with a demonstrated ability to handle very large "raw" data sets with the highest regard for accuracy and completeness.
• Systems & Tools Accumen: Experience with financial planning and business intelligence tools such as Workday Adaptive Planning, NetSuite, Looker, or Salesforce is a significant plus.
• Strategic Thinker & Communicator: Excellent verbal, written, and presentation skills with an ability to distill complex financial scenarios into structured frameworks and tell a story through data.

Cultural Fit

• An analytical, creative, positive, and results-oriented problem solver who thrives in a collaborative, fast-paced environment and approaches work with a high degree of integrity and humility.

Perks & Benefits (US)

• Ownership Mindset: Company stock options for every employee.
• Health Coverage: Medical, dental, vision, and life insurance plans with choice and flexibility.
• Fertility Support: Fertility and IVF drug coverage included.
• Financial Wellness: 401(k) with a 4% company match and Company HSA contributions ($750 individual / $1,500 family).
• Peace of Mind: 100% employer-paid short- and long-term disability insurance.
• Time to Recharge: Generous PTO, 10 paid holidays, 4 company wellness days, and 1 floating holiday.
• Family and Caregiver Leave: Fully paid leave for new parents and caregivers.
• Remote Work Support: $500 one-time home office setup stipend.
• Career Growth: Ongoing education through LinkedIn Learning, Workday Learning, and our Career Growth Portal.

Target Compensation

Base Salary Range $88,000.00 - $121,000.00