ABOUT THE JOB
Primary: Strategic Finance and FP&A Leadership
Strategic initiatives and commercialization
Lead finance workstreams for Enterprise Commercialization and Provider GTM Strategy, including market sizing, pricing and packaging analyses, and scenario planning.
Develop business cases with cross-functional partners (Growth, Marketing & Partnerships, Enterprise, Sales, RevOps) and translate findings into clear recommendations and action plans.
Sales and pipeline performance visibility
Build and refine dashboards and models that track bookings, pipeline conversion, sales productivity, CAC, LTV, and other unit economic metrics.
Partner with RevOps to ensure data integrity, consistent definitions, and a regular insights cadence for leadership.
Planning, forecasting, and performance management
Own monthly and quarterly forecasting cycles for assigned business areas; synthesize revenue and expense drivers, risks, and opportunities.
Prepare and drive Finance QBRs with ELT, LT, and Department Leads, in coordination with FP&A; deliver variance analyses, KPI deep dives, and forward-looking outlooks.
Modeling and decision support
Build driver-based financial models for revenue, pipeline, and GTM investments; run scenario and sensitivity analyses to inform strategic trade-offs.
Provide ad hoc strategic analyses (e.g., partnerships, new offerings, territory design, incentive economics) to support leadership decisions.
Process and systems
Improve planning, forecasting, and reporting processes using available tools and automation; standardize templates and KPI definitions across GTM finance.
Uphold data governance standards and maintain confidentiality of all materials.
Collaboration and influence
Work independently with minimal oversight to structure ambiguous problems, gather stakeholder inputs, and communicate clear narratives to senior leadership.
Share expertise with the FP&A team; mentor junior analysts on modeling, storytelling, and prioritization.
Other duties as assigned that are aligned with Strategic Finance and FP&A responsibilities.
Secondary: Core FP&A Support
Support monthly reporting and management commentary for assigned business areas; prepare variance analyses versus budget, forecast, and prior periods.
Contribute to annual budgeting and long-range planning, including target setting, capacity modeling, and ROI frameworks for GTM investments.
Assist in evaluating strategic initiatives and partnerships; coordinate with FP&A on capital allocation and prioritization frameworks.
Prepare compelling data visualizations and executive-ready materials to communicate insights effectively.
WHAT WE'RE LOOKING FOR
Minimum Education/Experience
Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or relevant graduate degree a plus.
5–10 years of pure FP&A and/or Strategic Finance experience; strong preference for candidates with GTM/SaaS or commercialization finance exposure.
Proven experience operating independently in a fast-paced, ambiguous environment and partnering directly with senior business leaders.
Strong foundation in financial modeling, forecasting, and unit economics; adept at building driver-based models and scenario analyses.
Excellent English communication skills—written and oral—with the ability to distill complex analyses into clear, actionable recommendations for executives
Must have basic knowledge in ERP systems.
Basic knowledge of Artificial Intelligence (AI) concepts and tools, with the ability to leverage AI-driven analytics and automation in financial processes.
Willingness to work the night shift (1:00 AM to 10:00 AM, Tuesday to Saturday)
Technical and Other Skills
Strong financial modeling and analytical skills. - Required
Strong understanding of accounting principles and financial statement analysis
Proficiency in Microsoft Excel and financial software applications, such as Vareto.
Proficiency with platforms such as Microsoft BI and Tableau is a plus.
Knowledge of accounting principles and financial statement analysis.
Excellent communication and interpersonal skills.
Ability to work independently and collaboratively in a fast-paced environment.
Strong attention to detail and problem-solving abilities.
Ability to read and follow instructions and directions from supervisors or client. (Required)
Ability to read and follow workflow or process manuals. (Required)
Ability to effectively present information and respond to questions from supervisor. (Required)
Strong time management and organizational skills. (Required)
PERKS & BENEFITS
Perks and benefits would include:
Remote setup
Company-provided equipment for seamless experience
Quarterly team activities to stay connected and engaged
