Senior Financial Analyst, GTM

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Financial Analyst, GTM based in United States.

This role sits at the intersection of finance, data, and go-to-market <strategy.You> will serve as a key analytical partner to Sales, Marketing, Customer Success, and Revenue Operations.Your work will shape forecasting, planning, resource allocation, and investment decisions across the GTM <organization.You>’ll combine advanced financial modeling with hands-on SQL analysis to turn complex data into actionable insights.The role offers significant ownership over unit economics, sales efficiency, and long-term growth <planning.You>’ll work in a fast-moving technology environment where curiosity, automation, and analytical rigor are highly valued.Your insights will directly influence how the organization invests in growth and measures business performance.

Accountabilities

• Own annual and long-term go-to-market planning across revenue, staffing, resourcing, and related financial objectives for Sales, Marketing, and Customer Success.
• Partner closely with Sales, Marketing, Customer Success, Revenue Operations, and Analytics teams to align GTM targets, spending, and investments with the broader financial plan.
• Build and maintain models covering CAC, LTV, payback periods, sales and customer success capacity, productivity, and other key SaaS and GTM efficiency metrics.
• Use financial and operational analysis to evaluate investment opportunities and recommend how go-to-market resources should be allocated.
• Query the data warehouse directly using SQL to build datasets, validate financial and operational figures, investigate business questions, and identify meaningful trends.
• Translate complex datasets and financial analysis into clear insights and recommendations that support strategic decision-making.
• Automate recurring GTM reporting and analytical workflows to improve efficiency, data accuracy, and the speed at which stakeholders can act on insights.
• Support forecasting, budgeting, reporting, and ongoing performance analysis while maintaining a high standard of accuracy and meeting critical deadlines.
• Identify opportunities to improve analytical processes, reporting infrastructure, and the use of automation and AI across finance and GTM activities.

Requirements

• 4+ years of professional experience spanning data or analytics and finance or FP&A, ideally within a high-growth SaaS or technology environment.
• Hands-on experience with go-to-market and SaaS metrics such as pipeline, bookings, ARR, CAC, LTV, payback, sales efficiency, capacity, and productivity.
• Expert-level SQL skills with the ability to work directly within a data warehouse to build, investigate, and validate datasets.
• Advanced Excel skills combined with strong financial modeling, budgeting, forecasting, and analytical capabilities.
• Bachelor’s degree in Finance, Accounting, Economics, Statistics, or another related quantitative discipline.
• Strong analytical and problem-solving skills, with the ability to connect financial and operational data to broader business objectives.
• Excellent communication skills and the ability to explain complex financial or analytical findings clearly to both technical and non-technical stakeholders.
• Comfortable moving fluidly between SQL-based data analysis and detailed financial models.
• Genuine curiosity about go-to-market operations and how Sales, Marketing, and Customer Success contribute to sustainable growth.
• Strong ownership mindset, attention to detail, and commitment to accuracy, deadlines, and high-quality execution.
• An AI-forward approach, with an interest in using automation and emerging technologies to make analytical and reporting processes more efficient.

Benefits

• Competitive compensation package aligned with experience and qualifications.
• Opportunity to work at the intersection of finance, data analytics, and go-to-market strategy.
• High-impact role with direct influence on business planning, investment decisions, and growth strategy.
• Collaborative environment with close partnership across Sales, Marketing, Customer Success, Revenue Operations, Analytics, and Finance.
• Opportunity to work with modern data and automation capabilities in a fast-growing technology environment.
• Equal opportunity workplace committed to diversity, inclusion, and fair consideration for qualified applicants.