Lead FP&A Analyst

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.

What You'll Do:

• 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.

What We're Looking For:

• 4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or a related analytical field.
• Strong financial modeling skills and advanced proficiency in Excel and Google Sheets. (Experience with HEX a plus as well)
• 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.
• Experience partnering with senior business leaders and constructively challenging assumptions when appropriate.
• Strong analytical, problem-solving, organizational, and project-management skills.
• Comfort working with large, imperfect datasets and reconciling information across multiple systems.
• Excellent written and verbal communication skills.
• High ownership, sound judgment, attention to detail, and a bias toward practical, decision-useful analysis.
• An AI-native mindset and history of utilizing AI to improve workflows.

Preferred qualifications:

• 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, NetSuite, 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.