Finance GTM Associate

Who you are

• Bachelor’s Degree in Economics, Finance, Business, or related field
• 2+ years of Corporate Finance, Investment Banking, Private Equity experience, or in a high growth SaaS or Fintech company
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data (familiarity with Looker databases and Salesforce is a plus)
• Comfortable interacting with internal and external senior level executives
• Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
• A creative curiosity, collaborative ethic, hardworking enthusiasm and driving personal vision
• A penchant for multi-tasking and self-starting

What the job involves

• We are expanding the Strategic Finance team and looking for someone to join the GTM Finance function and partner with the Executive team to maximize ROI from our GTM investments
• In this role, you will work closely with the GTM leadership to shape and execute on our financial strategy for the GTM organization, driving alignment between financial planning and GTM execution
• You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability while serving as a connective tissue within the business
• You will support sales capacity planning, own revenue conversion forecasting, and create frameworks for evaluating sales performance and efficiency
• You will bring both the financial and commercial points of view and need to embrace challenges and complex problems
• This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team
• Cross-functional alignment: We work on complex problems that cut across Sales, Marketing, Product, Engineering, Operations, and more. This requires the ability to generate buy-in from a wide set of stakeholders on key initiatives
• Business intelligence: We are a data-driven organization that always provides data to support our decision-making. When data is not available, we find it in market and competitive research. We effectively convey complex financial information to various stakeholders in order to influence decisions
• Problem-solving: We lead with solutions by defining an ambiguous problem, processing information, applying decision-making skills and creativity, and generating buy-in around the solution. This requires the ability to not only track and improve key metrics, but define what those key metrics are
• The ideal candidate will have a proven track record of success in financial management, coupled with exceptional communication and collaboration skills. This is an exciting opportunity to join our dynamic team and make a meaningful impact on our business
• Maintain the New Business revenue forecast and sales team performance analysis
• Provide analytical support required for the development and tracking of sales programs, plans and objectives; attend and participate in sales strategy meetings
• Collect and analyze data to evaluate performance to monthly and annual sales goals, quotas, and forecast; provide explanations for variances to forecasts
• Help set goals in planning, track to outcomes, and provide metric deep-dive analysis. Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals
• Proactively monitor sales and margin data looking for trends, anomalies, and other insights
• Partner with the Revenue Operations team to provide analytical support to drive ROI and align their initiatives with the business’ financial plan
• Partner with the FP&A team and other departments to ensure alignment with the consolidated company plan and performance reporting
• Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions

Benefits

• Medical, dental & vision
• Spring Health & Calm
• Generous vacation
• Year-end company shutdown
• Generous parental leave
• Carrot Fertility benefits
• Milk Stork for nursing parents
• In-office days, lunches & offsites
• Commuter benefits
• 4 fully remote weeks