GTM Finance Manager

Summary

Join Level Access as their GTM (Go-to-Market) Finance Manager, a strategic role driving financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams. Collaborate closely with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights. This role reports to the VP of Global FP&A and involves leading budgeting, forecasting, and long-term planning processes. You will prepare and analyze financial statements, build financial models, and monitor key financial and operational metrics. The position requires strong financial modeling skills, experience with SaaS metrics, and excellent communication abilities. It's a full-time salaried position offering a competitive benefits package, including bonus opportunities and unlimited vacation.

Requirements

• 5+ years of proven experience in financial management or FP&A, with a focus on SaaS, B2B, or technology-driven business models
• Sophisticated proficiency in financial modeling, Excel, and data analysis
• Experience with financial and business systems (e.g., Salesforce, Adaptive Insights, NetSuite)
• Strong understanding of SaaS metrics, GTM strategies, and customer acquisition economics
• Excellent communication and interpersonal skills; ability to present sophisticated financial data to non-finance partners
• Bachelor’s degree or equivalent experience in Finance, Accounting, Business Administration, or related field; MBA or Masters in Finance preferred

Responsibilities

• Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets
• Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer success organizations
• Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis
• Monitor and report on key financial and operational metrics, such as CAC (Customer Acquisition Cost), LTV (Lifetime Value), payback periods, churn, and Dollar Net Retention
• Serve as a trusted advisor to GTM leaders, providing data-driven insights to optimize resource allocation and assess return on investment on marketing and sales initiatives
• Collaborate with Sales Operations, Revenue Operations, and other cross-functional teams to define, standardize, and monitor KPIs and success metrics
• Support pricing and sales strategy development, including compensation plan modeling, margin analysis, and performance tracking
• Drive process improvements, automation, and standardization initiatives to improve the accuracy and scalability of financial reporting and forecasting
• Use business systems (e.g., Salesforce, Adaptive Insights, ERP platforms) and data visualization tools to streamline workflows and deliver impactful insights
• Generate and present financial reports, forecasts, and strategic recommendations to senior leadership and the Board of Directors
• Provide clear, actionable insights to drive accountability for budget adherence and support key business initiatives

Preferred Qualifications

• Experience supporting GTM teams in a high-growth SaaS or technology company
• Familiarity with international business operations and multi-currency analysis
• Proven ability to drive process automation and systems improvements

Benefits

• Competitive benefits package
• Bonus opportunities
• Unlimited vacation/FTO
• Remote role