# Principal Financial Analyst, GTM Expense Management

**Company:** [RSA](https://hotfix.jobs/companies/rsa)
**Location:** Burlington, MA
**Role:** Finance & Accounting
**Salary:** $135k – $200k/yr
**Experience:** 6+ years
**Skills:** Excel, Financial Modeling, Tableau, Power BI, onestream, anaplan, workday adaptive planning, NetSuite, Oracle, SAP, FP&A, Budgeting, Forecasting, scenario planning
**Posted:** 2026-08-13

> 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.

## Job Description

## 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.

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