Principal Financial Analyst, GTM Expense Management

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🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $135k - $200k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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RSA

WebsiteLinkedInAll Job Openings

10,000+ employees

🏗️ Construction

🍽️ Food & Beverage

🏨 Hospitality

Construction • Food & Beverage • Hospitality

RSA is a commercial and personal insurance company operating in the UK, Ireland and Europe, now rebranding as Intact Insurance. It provides a range of insurance products including commercial (construction, marine, motor fleet, liability, professional, property, accident & health, renewable energy), personal tenants contents policies, and specialist risk consulting and claims services. RSA works closely with brokers and corporate clients, is authorised and regulated by UK financial regulators, and is part of Intact Financial Corporation.

📋 Description

• Serve as the lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services • Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend • Partner with department leaders and staff 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 giving GTM leaders visibility into spend against budget • Drive cost-efficiency initiatives, including vendor/tool spend reviews, cost-per-function benchmarking, and savings opportunity identification • 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 related field • 6–9 years of experience in FP&A, financial analysis, or expense/cost management • Experience ideally supporting Sales, Marketing, or Customer Success/Support organizations in a B2B SaaS or technology environment • Advanced Excel and financial modeling skills • Strong 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 • Must be legally authorized to work in the US

🏖️ Benefits

• Annual discretionary bonuses for eligible full-time, non-Sales US employees • Flexible paid time off • Health insurance • Disability insurance • Life insurance • 401(k) retirement plan with company matching contributions