Lead FP&A Analyst Job New York New York USA,Finance & Banking

Location: New York

We are looking for a Lead FP&A Analyst to join our GTM Finance team and serve as a trusted finance partner to Go-To-Market leadership
This role will translate business performance into clear insights, support disciplined planning and forecasting, and help leaders make better decisions about growth, efficiency, capacity, and investment
The ideal candidate combines strong financial modeling and analytical skills with sound business judgment. You will work across GTM functions, with exposure to senior leadership and opportunities to influence how the business plans and measures performance
Own monthly, quarterly, and annual forecasting processes for assigned GTM functions
Lead budget-versus-actuals analysis, identify key drivers, and communicate actionable recommendations to business partners
Build and maintain financial models covering headcount, operating expenses, and other GTM investments
Partner with functional leaders to develop annual plans, quarterly outlooks, and scenario analyses
Develop a deep understanding of GTM operating metrics, including pipeline, retention, churn, implementation activity, and sales efficiency metrics
Prepare recurring reporting and executive-ready materials for leadership reviews, operating meetings, and board-related requests
Reconcile financial and operational data across systems, investigate discrepancies, and improve data quality and control
Support headcount planning, hiring analysis, capacity modeling, and workforce investment decisions across GTM
Create and improve dashboards, reporting tools, and analytical processes that make performance easier to understand and act on
Identify opportunities to automate manual workflows and improve the scalability, accuracy, and timeliness of FP&A processes
Collaborate with Accounting, Data, Revenue Operations, People, and Corporate FP&A to align assumptions, definitions, and reporting
Provide ad hoc analysis and decision support for strategic initiatives, investment cases, and other business priorities

Strong analytical, problem-solving, organizational, and project-management skills
Excellent written and verbal communication skills
4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or a related analytical field
An AI-native mindset and history of utilizing AI to improve workflows
Experience with forecasting, budgeting, variance analysis, scenario modeling, and executive reporting
Ability to connect financial results to operational drivers and explain complex analysis clearly to non-finance stakeholders
High ownership, sound judgment, attention to detail, and a bias toward practical, decision-useful analysis
Experience partnering with senior business leaders and constructively challenging assumptions when appropriate
Strong financial modeling skills and advanced proficiency in Excel and Google Sheets. (Experience with HEX a plus as well)
Comfort working with large, imperfect datasets and reconciling information across multiple systems
Experience in a high-growth SaaS, technology, or subscription-based business
Familiarity with SaaS and GTM metrics, including ARR, retention, churn, bookings, pipeline, capacity, and productivity
Experience with systems such as Salesforce, Net Suite, Pigment, Snowflake, Tableau, or SQL-based analytics environments
Experience supporting Sales, Marketing, Implementation, Customer Success, or other post-sales organizations
Experience building scalable reporting, dashboards, or automated planning workflows