Pursue Purpose

Financial Planning & Analysis Role

We are seeking a collaborative and analytical professional to join our Financial Planning & Analysis (FP&A) team. In this role, you will provide financial support and strategic insights to our go-to-market and product teams, playing an essential part in shaping our business strategy and driving growth. This is a hybrid role on-site Monday, Tuesday, and Thursday of 4 months duration with possibility of extension.

Key Responsibilities:

• Serve as the primary finance business partner to Sales and Post-Sales leaders, managing comprehensive financial planning, budgeting, and forecasting for headcount, commissions, and operational expenses.
• Develop detailed financial models and analyses for sales productivity, customer retention, and post-sales efficiency initiatives, identifying opportunities and risks to inform strategic decisions.
• Create and maintain subscription revenue forecasts, evaluating customer attrition, lifetime value, and revenue per customer.
• Collaborate closely with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close cycles.
• Drive process improvements and ensure data accuracy in financial reporting and analysis.

Must-Have

Qualifications:

• 5+ years of corporate finance experience, preferably in a high-growth environment with focus on data and analytics.
• Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis.
• Proven experience supporting financial outcomes through analytical insights.
• Successful track record of optimizing financial reporting processes.
• Hands-on experience with budgeting and forecasting tools such as Adaptive Insights.
• Strong financial modeling skills in budgeting and forecasting.

Nice-to-Have

Qualifications:

• Experience in SaaS or Fin Tech environments.
• Background partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis.
• Ability to communicate complex financial concepts to cross-functional teams.
• Experience using Adaptive.

Interview Process:
Two rounds via Zoom:

• Round 1:
  Hiring Manager Interview
• Round 2:
  Team Interview