Managing / Principal Consultant overseeing recruitment within Banking & Finance sectors. Building client relationships and providing market intelligence while leveraging modern AI - supported recruitment tools.
About the role
- GTM FP&A Manager supporting the Finance team of Fundraise Up, a global fundraising platform. Focused on data-informed decisions and financial modeling to enhance revenue growth.
Responsibilities
- Own the annual operating plan, quarterly forecasts and rolling forecasts for our GTM functions (Sales, Marketing, Customer Success).
- Serve as a trusted strategic partner to Sales, Marketing, and Partners leadership - translating financial data into actionable business recommendations.
- Develop, track and analyze key GTM KPIs including Bookings, ARR/NRR, CAC, LTV, Pipeline metrics, Marketing ROI and churn.
- Build and maintain sales capacity models to inform hiring plans and ensure alignment with ARR targets.
- Build dashboards and reporting infrastructure in Tableau and Google Sheets to enable self-service analytics for GTM leaders.
- Evaluate the financial viability and ROI of GTM initiatives, including new market entry, marketing campaigns, channel partnerships, and territory expansion.
- Support pricing analysis and deal desk decisions with financial modeling and scenario analysis.
Requirements
- 6 - 8 years of progressive experience in FP&A, Strategic Finance, or Revenue Operations, with at least 3+ years specifically supporting GTM functions (Sales, Marketing, Customer Success).
- Demonstrated experience in high-growth B2B SaaS or Fintech environments.
- Expert-level financial modeling skills in Google Sheets/Excel with ability to build complex, driver-based models from scratch.
- Strong proficiency in Salesforce, Tableau, Excel/Sheets and Power BI.
- Working knowledge of SQL for data extraction and analysis.
- Strong bias for action, comfort with ambiguity, and ability to operate autonomously in a fast-paced high-growth environment.
- Prior experience in Series A-C stage companies scaling to $100M+ ARR.
- Experience with Coefficient, Pigment, Anaplan or similar planning/automation tools.
- Background in investment banking, management consulting, or private equity.
Benefits
- Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family.
- FSA Spending Account.
- 15 days of vacation, 7 company holidays plus an additional 3 floating holidays and 5 sick days.
- 401(k) plan with company match.
- 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D.
- Paid parental leave (12/6 weeks).
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