Senior Financial Analyst - Sales & Marketing

📋 Description

• Own forecasting and analysis of OpEx for Sales & Marketing.
• Build and maintain models to analyze sales & marketing results.
• Partner with Sales, Marketing, RevOps, and People to align headcount and forecasts.
• Collaborate with Marketing to develop budgets, allocate spend, and ROI.
• Track and report monthly/quarterly BvA for Marketing and Sales spend.
• Analyze headcount, capacity, and productivity drivers to improve forecasting.
• Support annual planning and quarterly forecasting cycles for Sales & Marketing spend.
• Evaluate the financial impact of compensation changes and GTM investments.
• Prepare insights on CAC, payback, and marketing productivity.
• Assist in executive leadership and Board reporting materials.
• Support ad hoc financial analysis across GTM and Marketing.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3–6 years FP&A or financial analysis
• OpEx forecasting and variance analysis (BvA)
• Sales compensation modeling exposure or willingness to learn
• Advanced Excel or Google Sheets proficiency
• Experience with financial planning tools e.g. Adaptive Planning
• Authorized to work in the United States without visa sponsorship

🎁 Benefits

• Equity program
• 401(k) with company match
• Health, dental, and vision
• FSAs for health and dependent care
• Paid parental leave and sick leave
• 17 vacation days plus 11 holidays
• Modern Health membership
• Learning and development stipend