Go-To-Market FP&A Lead

Summary

Join Panorama Education, a fast-growing technology company, as a GTM Financial Planning and Analysis Lead. This strategic and analytical role will bridge our Sales, Marketing, and Customer Success teams with the finance organization. You will develop financial models, integrate data, build dashboards, and lead the budgeting process. Collaborate with GTM leaders, analyze campaign performance, and advise on pricing and incentives. This position requires strong analytical and communication skills, experience in financial analysis, and a strategic mindset. The role offers a competitive salary, bonus, equity, and region-specific benefits. Work is fully remote within the Continental US.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• 4 to 6 years proven experience in revenue focused financial analysis, planning, and business partnering roles, preferably in a corporate finance or consulting environment
• Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights
• Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization
• Strategic mindset with a focus on driving business performance and adding value through financial expertise and collaboration
• Highly proficient in financial modeling, forecasting techniques, and excel/google sheets
• Demonstrated leadership abilities, including project management, problem-solving, and decision-making skills

Responsibilities

• Develop, maintain, and refine dynamic financial models to accurately forecast revenue, expenses, and key SaaS metrics
• Use scenario and sensitivity analysis to evaluate the impact of different market conditions and operational strategies
• Integrate financial data from various systems (CRM, billing, ERP) to build comprehensive, real-time dashboards, enabling GTM teams to monitor critical KPIs
• Lead the annual budgeting process for the go-to-market function in close collaboration with GTM leaders
• Support RevOps to build detailed quarterly and monthly forecasts using historical data, market trends, and business drivers to anticipate revenue and cost fluctuations
• Continuously monitor actual performance versus forecasts and budgets, conducting variance analysis and recommending adjustments as needed
• Act as the primary financial partner for the Sales, Marketing, and Customer Success teams, working closely to set performance targets, develop budgets, and align GTM strategies with overall company objectives
• Provide deep-dive analyses on campaign performance, customer acquisition costs, and customer lifetime value, ensuring that GTM initiatives are both financially sound and strategically aligned
• Lead regular strategy sessions with GTM leaders to review financial performance, discuss market trends, and identify opportunities for revenue optimization and cost efficiency
• Collaborate on the development of pricing strategies, sales incentive programs, and market expansion plans, leveraging financial insights and industry benchmarks to drive informed decision-making
• Serve as a key advisor in shaping strategic initiatives, using financial expertise to support decision-making processes and drive continuous improvement in go-to-market operations

Preferred Qualifications

Prior Experience in Growth Stage Startups, EdTech and/or K-12 Education

Benefits

• Annual bonus or commission awards
• Equity awards
• Region-specific health and welfare benefits
• Fully remote work within the Continental US