Senior Manager, Sales Finance Strategy & Planning

We’re looking for someone with an analytical mind and strong knowledge of finance who is a self-starter and a great communicator. You should be passionate about driving operational change and thrive in the fast-paced environment of a scaling technology company. The ideal candidate possesses deep FP&A experience and an AI-first mindset. This role sits at the intersection of strategy, modeling, and execution. You will be responsible for operationalizing AI-native tools and automation to shift focus from manual data aggregation to high-impact analysis, acting as a strategic advisor to drive executive decision-making.  This position reports to the Finance Director,  Sales Strategy & Planning.   

HOW YOU’LL SPEND YOUR TIME HERE:   

• Topline Management & Short-Range Planning: Lead the short-range forecasting process for topline performance. Drive predictability, accountability and accuracy across key metrics including Bookings, Billings, and Revenue by implementing predictive modeling. 

• Sales & Marketing Consolidation: Own the end-to-end financial management for the Sales & Marketing organization, including budgeting, monthly close, and global consolidation of opex and headcount. 

• Strategic Business Partnership: Act as the primary finance lead for multiple VPs across the GTM organization. Provide data-driven recommendations on resource allocation, sales productivity, and investment ROI. 

• Performance Metrics & Reporting: Leverage AI-driven analytics and automation tools to shift the team from manual data aggregation to high-value analysis. You will use these technologies to identify non-obvious trends in GTM health and pipeline risks that traditional modeling might miss. 

• Integrated Planning: Lead quarterly and annual planning cycles for the sales organization, translating corporate growth targets into departmental financial impacts and quotas. 

• Cross-Functional Collaboration: Build and maintain strong relationships with Corporate Finance, Sales Operations, Accounting, etc. to ensure data integrity, streamline GTM workflows, and align departmental goals with the long-range financial plan. 

WE’D LOVE TO TALK TO YOU IF YOU HAVE MANY OF THE FOLLOWING:   

• Topline Expertise: Deep experience managing SaaS or high-growth metrics (Bookings, Billings, ARR/Revenue) and a strong understanding of how sales cycles impact financial statements. 

• Strategic Mindset: A curiosity to look beyond the "what" of the numbers to explain the "why," with the initiative to proactively solve complex business problems, using AI-native tools to provide faster, more accurate analysis. 

• Communication Mastery: The ability to distill complex financial data into clear, concise narratives for VPs and non-financial leaders. 

• Agility: A track record of thriving in fast-paced environments, with a proven ability to manage and lead high-priority projects and influence cross-functional stakeholders.  

• Advanced Modeling: Expert-level Excel skills combined with a 'future-of-finance' toolkit. You are comfortable using AI assistants to write scripts, automate repetitive reporting workstreams, and build models that are scalable and resilient.

• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision making.

YOUR EXPERIENCE:   

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or equivalent experience is a plus. 

• Minimum of 7+ years of relevant experience in FP&A, Sales Finance, or Strategic Finance, preferably within a fast-paced technology or SaaS company. 

• Strong proficiency with financial systems (e.g., Adaptive Insights, NetSuite, Salesforce, and Tableau) and a proven ability to operationalize AI-native tools (e.g. Claude, ChatGPT, Cursor) 

• MBA and/or CPA strongly preferred

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