Associate - Financial Planning and Analysis

December 31, 2024

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CyberMaxx

WebsiteLinkedInAll Job Openings

cybersecurity • MSSP • managed security service provider • healthcare cybersecurity provider • legal cybersecurity provider

51 - 200 employees

🔒 Cybersecurity

🏢 Enterprise

☁️ SaaS

Description

• The role will be responsible for providing financial insights and strategic guidance, focused on the company's go-to-market strategies. • This role works closely with the sales, marketing, product, and finance teams to ensure that GTM initiatives are financially sound, optimized, and aligned with the organization’s overall business goals. • The ideal candidate will have a strong background in financial analysis, forecasting, and budgeting, with a deep understanding of the sales and marketing cycles. • This role is critical to ensuring that investments in go-to-market strategies deliver maximum ROI while maintaining financial discipline. • Develop and maintain detailed financial models for budgets and forecasts for GTM initiatives. • Collaborate with cross-functional teams to ensure accurate and timely financial inputs for GTM planning and forecasts. • Provide ongoing analysis of budget versus actuals and work with leadership to adjust forecasts and budgets as needed. • Conduct in-depth analysis of GTM results, identifying key trends, variances, and areas of improvement. • Prepare regular reports and dashboards for senior leadership and the Board of Directors. • Partner with senior sales and marketing leaders to assess the financial implications of new product launches, market expansions, and customer acquisition strategies. • Drive continuous improvement in GTM financial planning and analysis processes, tools, and models. • Lead or support ad-hoc financial analysis related to new GTM initiatives, potential investments, or changes in market conditions.

Requirements

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field. • 3-7 years of experience in financial planning and analysis, corporate development, consulting, or banking preferably with a focus on go-to-market, sales, marketing, or product finance. • Strong financial modeling, forecasting, and budgeting experience. • Ability to analyze large datasets and translate them into actionable business insights. • Understanding of sales cycles, customer acquisition costs, product marketing strategies, and how financial metrics tie into overall business performance. • Advanced proficiency with financial modeling tools (e.g., Excel, etc.), ERP systems (e.g., Intacct, Salesforce). • Excellent verbal and written communication skills, with the ability to present complex financial data in a clear and actionable manner to non-financial stakeholders. • High level of attention to detail and accuracy in financial reporting and analysis. • Strong interpersonal skills, with the ability to build relationships and work effectively across multiple teams. • Experience in SaaS, technology, or other high-growth industries. • Familiarity with sales enablement tools (e.g., Salesforce) and marketing analytics platforms. • Experience in working with senior executives and contributing to strategic business decisions.