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RSARSABurlington, MA

Principal Financial Analyst, GTM Expense Management

Leads FP&A and expense management for GTM functions, owning budgets, forecasts, reporting, variance analysis, and cost-efficiency initiatives. Requires a finance-related bachelor’s degree, 6–9 years of relevant experience, advanced modeling skills, and strong stakeholder communication.

135k – 200k/yr
On-site6+ YOEFinance & Accounting

About the role

Responsibilities

  • Serve as the lead finance business partner for OpEx planning and management across Sales, Revenue Operations, Marketing, Customer Support/Services, and Professional Services.
  • Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, travel and entertainment, programs, tools/software, and third-party spend.
  • Partner with department leaders to build, monitor, and course-correct budgets throughout the year.
  • Analyze spend trends by function and cost center, identify variances against plan, and provide actionable commentary to leadership.
  • Build and manage reporting packages and dashboards that give GTM leaders visibility into spend against budget.
  • Drive cost-efficiency initiatives, including vendor and tool-spend reviews, cost-per-function benchmarking, and savings opportunities.
  • Lead monthly and quarterly business reviews with GTM leadership, presenting expense performance, risks, and recommendations.
  • Partner with Accounting on accruals, reclasses, and month-end close activities related to GTM expenses.
  • Support ad hoc modeling and scenario planning for reorganizations, new program investments, and cost-reduction scenarios.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 6–9 years of experience in FP&A, financial analysis, or expense/cost management, ideally supporting Sales, Marketing, or Customer Success/Support organizations in a B2B SaaS or technology environment.
  • Advanced Excel and financial modeling skills.
  • Experience with BI tools such as Tableau or Power BI.
  • Experience with financial planning systems such as OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning.
  • Experience with ERP systems such as NetSuite, Oracle, or SAP.
  • Ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders.
  • Excellent communication and presentation skills, including experience presenting to VP/SVP-level leadership.
  • Strong analytical rigor, sound business judgment, and comfort navigating ambiguity.
  • Track record of driving process improvement and standardization across finance functions.

Nice-to-haves

  • MBA.

Compensation and Benefits

  • Annual discretionary bonuses may be available to eligible full-time, non-Sales US employees, based on prior-year company performance.
  • Eligible US employees may receive flexible paid time off, health, disability, and life insurance, and a 401(k) retirement plan with company matching contributions.

Skills

ExcelFinancial ModelingTableauPower BIonestreamanaplanworkday adaptive planningNetSuiteOracleSAPFP&ABudgetingForecastingscenario planning

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