Principal Financial Analyst, GTM Expense Management
$135,000–$200,000 year
On-siteBurlington, Massachusetts, United States or Burlington, Ontario, Canada
Job Summary
Lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services. Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend. Partner directly with department leaders to build, monitor, and course-correct budgets throughout the year while analyzing spend trends and identifying variances. Build reporting packages and dashboards providing real-time visibility into spend against budget, and drive cost efficiency initiatives through vendor reviews and benchmarking. Lead monthly and quarterly business reviews presenting expense performance and recommendations, while partnering with Accounting on accruals and month-end close activities. Support ad hoc modeling and scenario planning for reorganizations and new program investments.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 6–9 years of experience in FP&A, financial analysis, or expense/cost management
- Experience supporting Sales, Marketing, or Customer Success/Support organizations
- Experience in a B2B SaaS or technology environment
- Advanced Excel/financial modeling skills
- Strong experience with BI tools (Tableau, Power BI, or similar)
- Experience with financial planning systems (OneStream, Adaptive Insights, Anaplan, Workday Adaptive Planning, or similar)
- Experience with ERP systems (NetSuite, Oracle, SAP)
- Demonstrated ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
- Excellent communication and presentation skills
- Experience presenting to VP/SVP-level leadership
- Strong analytical rigor combined with sound business judgment and comfort navigating ambiguity
- Track record of driving process improvement and standardization across finance functions
- All employees must be legally authorized to work in the US
Desired Qualifications
- MBA a plus
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