Calm · 3 hours ago

GTM Finance Manager

San Francisco, CA

Full-time

Remote

Mid, Senior Level

$125K/yr - $234K/yr

5+ years exp

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AppsHealth Care

Comp. & Benefits

No H1B

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Responsibilities

Own the financial strategy for the B2B Go-to-Market (GTM) initiatives, with a focus on building and reporting analytics across sales, marketing, services, and pipeline activities. Key metrics include conversion rates, discounting, service utilization, and sales funnel performance

Partner with sales, marketing, and services teams to develop and monitor forecasts while managing daily financial operations, including OpEx tracking, headcount, purchase orders, invoices, and ad-hoc requests

Prepare detailed monthly and quarterly Profit and Loss (P&L) statements and financial packages for sales, content, marketing, and services teams, providing insightful analysis and strategic guidance on operational decisions

Oversee the month- and quarter-end close processes, ensuring accuracy in journal entries and accruals. Collaborate with accounting to deliver comprehensive variance analyses

Lead process improvement initiatives to enhance efficiency and accuracy within financial operations. Use tools like Salesforce, Adaptive Insights, Gainsight, Outreach, Tipalti, Marketo, and Bizible to create, refine, and update models and analytics

Analyze and report Key Performance Indicators (KPIs) for B2B subscription models, improving the clarity and impact of insights to drive strategic decisions. Work closely with broker/consultant partners to align on performance metrics and uncover growth opportunities within their channels

Develop advanced financial models to evaluate complex business scenarios, ensuring precision and a high level of detail

Streamline workflows to efficiently consolidate and analyze large, complex datasets

Support ad hoc strategic and operational projects, demonstrating adaptability to meet evolving business needs

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Advanced Excel ProficiencyFinancial Systems KnowledgeData PresentationVisualizationStrategic Finance ExpertiseB2B GTM StrategiesBudget ManagementForecastingSaaS Business ModelsERP Systems SAPERP Systems OracleERP Systems NetSuiteCRM Systems (Salesforce)Visualization Tools TableauVisualization Tools Power BIVisualization Tools LookerStakeholder ManagementProblem-solving Mindset

Required

Advanced Excel Proficiency: Expertise in advanced formulas, pivot tables, macros, and financial modeling. Ability to automate workflows and improve efficiency through data manipulation and visualization tools.

Financial Systems Knowledge: Hands-on experience with ERP systems (e.g., SAP, Oracle, NetSuite) and planning tools (e.g., Anaplan, Adaptive Insights). Proficiency in working with CRM systems (e.g., Salesforce) for forecasting and revenue analysis.

Data Presentation and Visualization: Skilled in presenting complex financial data in an easy-to-understand format using charts, dashboards, and storytelling techniques. Proficiency with visualization tools such as Tableau, Power BI, or Looker.

Analytical Thinking: Strong ability to analyze and interpret financial data to identify trends, risks, and opportunities. Proven capability in driving data-informed decision-making.

Communication and Stakeholder Management: Excellent verbal and written communication skills to effectively interact with cross-functional teams. Ability to explain financial concepts to non-finance stakeholders in a clear and concise manner.

Strategic Finance Expertise: Deep understanding of B2B go-to-market (GTM) strategies, revenue streams, and customer acquisition costs. Experience in building and managing budgets, forecasts, and financial plans aligned with business objectives.