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CartaCartaSan Francisco, CA

Director of Strategic Finance - GTM

Leads strategic finance for GTM at SaaS company, partnering with Sales/Marketing on capacity planning, forecasting, KPIs (CAC/LTV), and financial modeling. Requires 8+ years FP&A experience, SaaS expertise, and tools like Pigment/Salesforce.

218k – 290k
On-site8+ YOEFinance & Accounting

About the role

Responsibilities

  • Build deep partnerships with Sales and Marketing Leadership by providing strategic decision support, delivering high-level financial results, and identifying emerging market trends.
  • Own and continuously improve GTM capacity planning and headcount forecasting; drive alignment between Sales, Marketing, Finance, and Recruiting.
  • Develop frameworks for translating complex GTM strategies into measurable financial reporting to optimize target setting for revenue and operating investments.
  • Own and evolve GTM KPIs and ROI frameworks (CAC, LTV, Payback) to guide decision-making.
  • Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning.
  • Lead quarterly analysis and reporting of financial results, including executive-level variance analysis.
  • Drive alignment between Sales, Marketing, and Delivery teams on ARR, new business targets, and long-range capacity planning.
  • Leverage automation and AI tools (Pigment, Claude Code) to scale forecasting processes and improve accuracy.

Requirements

  • 8+ years of FP&A or Strategic Finance experience in technology industry; deep familiarity with SaaS business models.
  • 3+ years leading high-performing teams.
  • Expert in financial modeling and quantitative analysis; experience solving complex problems and influencing senior partners.
  • Extensive experience supporting Sales or Marketing teams in Finance or Operations leadership role; expertise in Headcount and Capacity Planning.
  • Comfortable operating in organizational ambiguity and establishing credibility quickly.
  • Demonstrated success managing and developing high-performing finance professionals.
  • Deep experience with Netsuite, Pigment, Salesforce, Workday, G-Suite; familiarity with Looker a plus.
  • Interest in AI-assisted finance workflows.

Compensation

  • Minimum cash compensation: $217,500 - $290,000 in San Francisco, CA (includes equity and benefits for full-time roles).

Skills

Financial ModelingSaaS MetricsCapacity PlanningHeadcount ForecastingCacLtvPayback PeriodNetSuitePigmentSalesforceWorkdayG-SuiteLookerAI Tools

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