As the Senior Finance Manager for Sales & Marketing, your key areas of responsibility will include:
Sales Performance Analysis
- Analyze bookings, ACV, ARR, revenue, pipeline, win rates, sales productivity, and quota attainment.
- Assess performance by region, segment, channel, product, and sales team to identify trends, risks, and opportunities.
- Provide clear recommendations to improve growth, conversion, productivity, and forecast outcomes.
Forecasting and Planning
- Prepare and coordinate monthly, quarterly, and annual forecasts for supported Sales and Marketing functions.
- Support annual budgeting and long-range planning, including headcount, program spend, commissions, and growth assumptions.
- Build scenario models and evaluate forecast accuracy, key sensitivities, and performance drivers.
Marketing Finance Support
- Monitor marketing spend against budget and forecast, explaining material variances and projected outcomes.
- Evaluate marketing investment using pipeline contribution, conversion, customer acquisition cost, campaign effectiveness, and return on investment.
- Partner with Marketing leadership on prioritization, resource allocation, and investment trade-offs.
Business Partnering
- Act as a trusted finance partner to Sales, Marketing, Revenue Operations, and Finance stakeholders.
- Facilitate performance and forecast reviews, translating financial data into practical business implications.
- Challenge assumptions constructively and highlight financial risks, opportunities, and required actions.
Management Reporting and Analytics
- Develop executive dashboards, management reporting, and concise performance narratives.
- Deliver variance analysis versus Budget, Forecast, and Prior Year, with clear drivers and recommended actions.
- Improve reporting tools, models, data quality, automation, and KPI definitions.
Essential
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Approximately five or more years of relevant experience in FP&A, commercial finance, sales finance, marketing finance, or finance business partnering.
- Strong budgeting, forecasting, variance analysis, financial modeling, and management reporting experience.
- Advanced Excel skills and demonstrated ability to work with large datasets and complex business drivers.
- Experience in utilizing AI capabilities to drive efficiencies and automate tasks.
- Experience communicating financial insights to senior non-finance stakeholders.
- Excellent analytical thinking, attention to detail, organization, and ability to manage competing priorities.
Desirable
- Experience supporting Sales, Marketing, Revenue Operations, or broader go-to-market teams in a software or technology environment.
- Working knowledge of SaaS and commercial metrics, including ARR, ACV, bookings, pipeline coverage, win rate, CAC, and marketing ROI.
- Experience with Power BI, Tableau, SQL, DAX, ERP, CRM, or enterprise planning tools.
- Professional finance qualification, or progress toward one, such as CPA, CMA, ACA, ACCA, or equivalent.
We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.
As the Senior Finance Manager for Sales & Marketing, your key areas of responsibility will include: Sales Performance Analysis Analyze bookings, ACV, ARR, revenue, pipeline, win ra...
