Senior Strategic Finance Manager

• Serve as the primary finance point of contact for Sales, Marketing, and Customer Success leaders
• Partner on budgets, headcount plans, forecasts, resource allocation, and incentive plan design
• Align with Rev Ops, Marketing Ops, and Accounting on definitions and data sources
• Manage forward-looking bookings forecasts
• Build and maintain driver-based forecasts for revenue, pipeline conversion, staffing, and marketing spend
• Run scenario analyses on hiring pace, pipeline coverage, and CAC
• Maintain GTM headcount and compensation forecasts and flag risks against plan
• Contribute to annual budgets and long-term strategic plans
• Own recurring GTM reporting and the monthly executive pack
• Establish a single source of truth for pipeline coverage, capacity, and productivity
• Own GTM month-end close, explain variances, and recommend next steps
• Own definitions and methodology for core SaaS metrics including CAC, LTV, LTV/CAC, ARR, NRR, and gross retention
• Partner on sales capacity, productivity, marketing spend, churn, contraction, expansion, pricing, discounting, and non-standard deal analysis
• Reconcile source data and automate and standardize recurring reporting

• 6+ years in corporate FP&A or strategic finance, ideally supporting a GTM organization
• A bachelor’s degree in Finance, Accounting, Economics, or a related field
• Deep understanding of SaaS business models and subscription revenue metrics, sales productivity, and marketing efficiency
• Advanced Excel and financial modeling skills
• Hands-on experience in Salesforce reporting and a corporate planning system (Anaplan, Pigment, Adaptive or similar)
• Track record of taking ambiguous business questions and returning defensible, decision-ready answers with minimal direction
• Comfort operating as a peer to operations functions, building shared definitions and jointly owned reporting
• Communication skills to translate complex analysis for non-financial leaders and influence executive decisions
• Genuine curiosity about AI tools and some hands-on experience using them for modeling, analysis, and reporting

Demonstrates expertise in financial planning and analysis within a SaaS environment, focusing on revenue metrics, forecasting, and strategic financial decision-making. Proficient in advanced Excel modeling and Salesforce reporting to drive insights and influence executive strategies.

• Corporate FP&A Experience
• SaaS Business Model Understanding
• Advanced Excel Skills
• Salesforce Reporting Experience
• Financial Modeling Expertise

• Financial Planning
• Forecasting
• Budgeting
• Driver-Based Forecasting
• Scenario Analysis
• SaaS Metrics
• Revenue Metrics
• Data Reconciliation
• Compensation Forecasting
• Financial Reporting

• Communication Skills
• Curiosity
• Influencing Skills

• GTM Organization
• Subscription Revenue
• CAC
• LTV
• ARR
• NRR
• Churn
• Marketing Efficiency
• Sales Productivity
• Executive Reporting

• Salesforce
• Anaplan
• Pigment
• Adaptive
• AI Tools