What You’ll Do:

• Lead the financial planning and analysis processes for the sales and marketing organizations, including all aspects of performance reporting, budgeting, rolling 4 quarter-forecasting, pricing, and business analysis.
• The role will analyze, interpret, and communicate insights for the core drivers and measures of the top line (e.g. bookings, churn, pricing, channel segment dynamics, regional and product performance). This person will ensure financial and operating decisions are based on accurate financial data and will apply financial expertise to inform overall strategy.
• Success in this role requires strong analytic and strategic skills, excellent communication, a structured approach to problem-solving, expert management of the monthly cadence, and comfort with ambiguity. You’ll get substantial visibility and be plugged into every facet of the business.
• Drive all aspects of analysis on sales and marketing performance including, but not limited to: pipeline analytics, bookings trends, capacity planning, sales incentives and cost ratios. Coordinate and partner with marketing, product management, and sales operations on a go-to-market financial model and ensure alignment with the company’s long-range plan.
• Develop and maintain financial models and analyses to support business decisions, including benchmarking, pricing decisions, and cost and profitability analysis.
• This role will oversee and drive product pricing trend reporting and ensure each pricing decision is supported by business analysis, including elasticity impacts.
• Drive all aspects of financial management of the North America P&L and cash flow.
• Provide financial guidance and support to senior management, including analysis of business performance and recommendations for improvement. Partner with management to deeply understand and optimize each aspect of our go-to-market model, e.g., channel, geo, product.
• Collaborate with cross-functional teams to drive efficiencies and process improvements within the organization, primarily in processes that impact the operation of the sales and marketing team.
• Prepare and present financial reports and analysis to senior leadership on a monthly basis or as required.
• Partner with team members at various levels and provide guidance and support to develop skills and grow the collective impact of the FP&A team.
• Maintain and develop centralized globalized data sources and reporting for all aspects of sales and marketing performance drivers in conjunction with central Finance and the data teams.

What You’ll Bring:

• Bachelor’s Degree in Finance or Accounting. MBA required, and CPA or CFA preferred.
• 12+ years of progressive experience in financial planning and analysis, with a strong understanding of financial modeling and forecasting.
• At least 5 years of experience in Sales and Marketing FP&A or Commercial Finance is required.
• Experience in SaaS software/technology is required, including proficiency in key financial and business metrics underpinning SaaS businesses.
• A growth-oriented mindset and positive attitude are essential to meet the growth opportunity in our SaaS market.
• Demonstrated ability to provide strategic financial guidance to senior leadership.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide meaningful insights.
• Strong project management skills, with the ability to prioritize and manage multiple projects simultaneously.
• Exceptional communication skills, both written and verbal, with the ability to articulate complex concepts in a clear and concise manner.
• Experience managing and mentoring financial analysts and actively partnering with other FP&A professionals and leaders across Finance.
• Advanced experience in Microsoft Excel; experience with Adaptive Planning, Anaplan, PowerBI/BI applications is a plus.