Head of Gtm Finance

Summary

Join Shippo as the Head of GTM Finance and play a key role in shaping the company's growth strategy. You will lead financial planning, forecasting, and strategic analysis across go-to-market functions. Collaborate closely with Sales, Marketing, Carrier Partnerships, and Customer Success teams to optimize resource allocation and assess ROI. Develop ROI models and support decision-making across various departments. Present key financial metrics and insights to senior leadership, influencing the broader strategic direction of the business. Ensure alignment between GTM investments and company-wide financial goals, enabling Shippo to scale with strong financial discipline. This role requires strong analytical and communication skills, cross-functional collaboration, and experience in financial modeling.

Requirements

• Bachelor's Degree in Finance or Related Field
• Experience: 8+ years in finance or strategic finance, with a focus on GTM, preferably within a SaaS or high-growth tech company
• Advanced Financial Modeling Skills: Proven expertise in financial modeling, data analysis, and managing large datasets
• Strong Analytical and Problem-Solving Skills: Ability to analyze complex data, draw insights, and make data-driven recommendations to support strategic decision-making
• Exceptional Communication Skills: Able to articulate financial concepts clearly to both financial and non-financial stakeholders and present recommendations to executive audiences
• Cross-functional Collaboration: Demonstrated success working with cross-functional teams, including marketing, sales, and customer success, to achieve shared goals
• Adaptability and Initiative: Self-starter with the ability to prioritize tasks in a fast-paced, dynamic environment and adapt to evolving business needs

Responsibilities

• Lead GTM Financial Planning and Analysis: Oversee budgeting, forecasting, and long-term planning processes for the GTM team, ensuring alignment with corporate objectives and financial targets
• Strategic Partnership with Sales and Marketing: Collaborate with GTM leaders to drive financial strategy, analyze ROI on marketing and sales initiatives, and optimize allocation of resources across channels and campaigns
• Develop ROI Models and Support Decision-Making: Build financial models to assess and drive strategic investment decisions across marketing, sales, carrier partnerships, and customer retention programs
• Guide Cross-functional Projects: Participate in cross-functional initiatives such as product launch assessments, carrier integrations, campaign evaluations, and efficiency tracking to support GTM objectives
• Develop and Present Key Financial Metrics: Fine tune, monitor, influence, and present KPIs like CAC, LTV, and payback periods. Provide actionable insights on financial and operational performance to senior leadership
• Support Pricing and Sales Strategy: Partner with sales and product teams to develop and refine pricing strategies, analyze sales performance, and optimize customer acquisition costs
• Conduct Financial Analysis and Reporting: Generate monthly and quarterly financial reports, including revenue, operational KPIs, and variance analysis for GTM teams, and present findings to senior leadership
• Drive Process Improvement Initiatives: Identify opportunities to streamline financial processes, enhance accuracy, and improve forecasting and reporting scalability

Preferred Qualifications

• An MBA or relevant certifications (e.g., CFA, CPA)
• Investment banking experience
• Familiarity with tools like Looker, and financial planning software
• Experience with Tools we Use: Google Sheets / Excel, Salesforce, Looker, Netsuite, Cube, and more

Benefits

• Equity
• Medical
• Dental
• Vision
• Remote work (Shippos Everywhere program, based anywhere in the US except specified states, and many roles internationally)