Manager, Financial Planning and Analysis (Fintech/SaaS)

What you will do

Own the Emburse revenue forecast, partnering with Sales leadership to build bottoms-up pipeline-driven models

Develop and maintain driver-based GTM expense models for Sales and Marketing, including headcount planning, marketing program spend, and quota capacity analysis

Lead monthly and quarterly GTM financial reviews, providing variance analysis that connects spend to pipeline and revenue outcomes with clear narrative context

Support the annual budget and strategic planning cycles for all GTM functions

Support pricing and packaging analysis, including assessment of transactional product economics and customer adoption trends

Serve as the primary finance partner to Sales and Marketing leadership, building trusted relationships and embedding finance into GTM planning and operational reviews

Proactively identify financial risks and opportunities within the GTM motion and bring forward actionable recommendations

Translate complex financial analysis into executive-ready narratives for ELT and board-level consumption

What you will bring

Bachelors Degree in Finance OR equivalent proven work experience

5+ years of related experience with meaningful exposure to GTM in B2B SaaS environment

2+ years of experience in a leadership role

Demonstrated ability to build revenue and bookings forecast models with pipeline-based drivers

Strong grasp of SaaS GTM metrics such as ARR, NRR, CAC, LTV, Pipeline coverage, etc.

Experience in utilization of CRM and billing system data (e.g., Salesforce, NetSuite)

Ability to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies

Ability to successfully accomplish team goals as a people leader

Excellent communication skills, both written and oral

Strong organizational skills and ability to manage multiple priority projects simultaneously

Financial acumen combined with strong analytical skills