Senior Financial Analyst, GTM OPEX

Job not on LinkedIn

🔥 13 minutes ago

🇺🇸 United States – Remote

💵 $100k - $140k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Design, build, and maintain sophisticated models for GTM operating expenses: sales & marketing spend, headcount, compensation, commissions, revenue share, and programs and tooling across all go-to-market channels (Sales, Partnerships, Marketing, Operations, Onboarding). • Own the variance analysis, identifying the root causes of budget-to-actual variances and translating them into actionable insights for leadership. • Serve as a strategic finance business partner to GTM leaders and their teams, owning their budgets and headcount plans, driving spend accountability, and providing ad hoc analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with the initiatives that carry the highest ROI. • Provide data-driven insights and financial analysis to optimize sales & marketing efficiency, including CAC, payback period, and enable leadership to “see around the corner.” • Move beyond manual spreadsheets by automating our core systems (Pigment, NetSuite, Snowflake, etc.) to ensure a single source of truth. • Synthesize complex financial data into clear, compelling narratives on GTM spend and efficiency for Board of Directors decks, investor materials, and monthly business reviews. • Create and monitor GTM efficiency and spend KPIs to measure performance against budget and key financial objectives. • Partner with GTM and People teams on headcount and sales capacity planning, quota-carrying rep ramp, hiring pacing, and the fully-loaded cost of GTM growth.

🎯 Requirements

• 3+ years of progressive FP&A experience, ideally within a high-growth SaaS or FinTech environment. • Excel wizardry - ability to build robust financial models. • Strong attention to detail and accuracy. • High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment. • Deep understanding of SaaS metrics (ARR, Churn, LTV/CAC, NRR) and how they flow through to the P&L. • Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners. • Ability to drive insights from large datasets - SQL experience a plus. • Familiarity with NetSuite and Pigment is a plus.

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.