
Senior Director, Financial Planning and Analysis (FP&A)
- Chicago, IL
- Permanent
- Full-time
- Serve as the primary FP&A leader for all GTM functions, partnering closely with Sales, Marketing, Customer Experience, and Revenue Operations leadership.
- Drive strategic planning, forecasting, and budgeting processes for GTM functions, ensuring alignment with company objectives.
- Deliver actionable insights through financial models, dashboards, and KPI tracking to inform decision-making and improve ROI on GTM investments.
- Lead monthly and quarterly business reviews with GTM executives, highlighting performance trends, opportunities, and risks.
- Partner with Revenue Operations to align pipeline forecasting, bookings outlook, and revenue projections with financial plans.
- Guide GTM leaders on resource allocation, headcount planning, and investment prioritization.
- Manage and mentor a small team of FP&A professionals, fostering a high-performance, collaborative culture.
- Support the Head of Finance in company-wide strategic initiatives, board reporting, and investor presentations.
- Continuously enhance FP&A tools, processes, and reporting frameworks to improve efficiency and impact.
- 10+ years of progressive experience in FP&A, finance, or related fields, with at least 3+ years in leadership roles.
- Strong track record supporting GTM functions (Sales, Marketing, Customer Experience) in a high-growth SaaS or technology environment.
- Proven ability to partner with senior executives and influence strategic decisions.
- Advanced financial modeling, forecasting, and analytical skills.
- Excellent communication skills with the ability to distill complex financial concepts into clear, actionable insights.
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.
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