Gtm Finance Manager

Summary

Join Calm's FP&A team as a highly motivated professional to build a world-class function. Collaborate with diverse teams, including go-to-market organizations, accounting, and legal. Contribute significantly to financial reporting, forecasting, and cross-functional partnerships. The ideal candidate thrives in a fast-paced environment and possesses excellent business partnering and financial modeling skills. This remote role is based in the San Francisco Bay Area, Los Angeles, New York City, or Minneapolis. The position offers a competitive salary, equity, comprehensive benefits, 401k, and flexible time off.

Requirements

• Advanced Excel Proficiency: Expertise in advanced formulas, pivot tables, macros, and financial modeling. Ability to automate workflows and improve efficiency through data manipulation and visualization tools
• Financial Systems Knowledge: Hands-on experience with ERP systems (e.g., SAP, Oracle, NetSuite) and planning tools (e.g., Anaplan, Adaptive Insights). Proficiency in working with CRM systems (e.g., Salesforce) for forecasting and revenue analysis
• Data Presentation and Visualization: Skilled in presenting complex financial data in an easy-to-understand format using charts, dashboards, and storytelling techniques. Proficiency with visualization tools such as Tableau, Power BI, or Looker
• Analytical Thinking: Strong ability to analyze and interpret financial data to identify trends, risks, and opportunities. Proven capability in driving data-informed decision-making
• Communication and Stakeholder Management: Excellent verbal and written communication skills to effectively interact with cross-functional teams. Ability to explain financial concepts to non-finance stakeholders in a clear and concise manner
• Strategic Finance Expertise: Deep understanding of B2B go-to-market (GTM) strategies, revenue streams, and customer acquisition costs. Experience in building and managing budgets, forecasts, and financial plans aligned with business objectives

Responsibilities

• Own the financial strategy for the B2B Go-to-Market (GTM) initiatives, with a focus on building and reporting analytics across sales, marketing, services, and pipeline activities
• Partner with sales, marketing, and services teams to develop and monitor forecasts while managing daily financial operations, including OpEx tracking, headcount, purchase orders, invoices, and ad-hoc requests
• Prepare detailed monthly and quarterly Profit and Loss (P&L) statements and financial packages for sales, content, marketing, and services teams, providing insightful analysis and strategic guidance on operational decisions
• Oversee the month- and quarter-end close processes, ensuring accuracy in journal entries and accruals. Collaborate with accounting to deliver comprehensive variance analyses
• Lead process improvement initiatives to enhance efficiency and accuracy within financial operations. Use tools like Salesforce, Adaptive Insights, Gainsight, Outreach, Tipalti, Marketo, and Bizible to create, refine, and update models and analytics
• Analyze and report Key Performance Indicators (KPIs) for B2B subscription models, improving the clarity and impact of insights to drive strategic decisions. Work closely with broker/consultant partners to align on performance metrics and uncover growth opportunities within their channels
• Develop advanced financial models to evaluate complex business scenarios, ensuring precision and a high level of detail
• Streamline workflows to efficiently consolidate and analyze large, complex datasets
• Support ad hoc strategic and operational projects, demonstrating adaptability to meet evolving business needs

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• 5-8+ years of relevant experience in financial management, with a focus on B2B or SaaS business models
• Track record of supporting GTM teams, including sales, marketing, content, and customer success
• Demonstrated ability to manage competing priorities in a fast-paced environment
• Experience with international business operations and currency analysis is a plus
• Strong attention to detail and organizational skills
• Problem-solving mindset with the ability to anticipate challenges and propose solutions
• Collaborative approach to working with cross-functional teams

Benefits

• Equity
• Comprehensive benefits
• 401k
• Flexible time off