GTM Finance Manager

at Level Access
  • Remote - Canada

Remote

Finance & Legal

Manager

Job description

The GTM (Go-to-Market) Finance Manager is a strategic business partner responsible for driving financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams within a SaaS or services technology company! This role collaborates closely with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights that fuel business growth and operational efficiency. The role reports to the VP of Global FP&A!

Key Responsibilities

Financial Planning & Analysis

  • Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets1
  • Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer success organizations6
  • Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis1
  • Monitor and report on key financial and operational metrics, such as CAC (Customer Acquisition Cost), LTV (Lifetime Value), payback periods, churn, and Dollar Net Retention

Business Partnership & Strategic Support

  • Serve as a trusted advisor to GTM leaders, providing data-driven insights to optimize resource allocation and assess return on investment on marketing and sales initiatives
  • Collaborate with Sales Operations, Revenue Operations, and other cross-functional teams to define, standardize, and monitor KPIs and success metrics
  • Support pricing and sales strategy development, including compensation plan modeling, margin analysis, and performance tracking

Process Improvement & Systems

  • Drive process improvements, automation, and standardization initiatives to improve the accuracy and scalability of financial reporting and forecasting
  • Use business systems (e.g., Salesforce, Adaptive Insights, ERP platforms) and data visualization tools to streamline workflows and deliver impactful insights

Reporting & Executive Support

  • Generate and present financial reports, forecasts, and strategic recommendations to senior leadership and the Board of Directors
  • Provide clear, actionable insights to drive accountability for budget adherence and support key business initiatives

Qualifications

  • 5+ years of proven experience in financial management or FP&A, with a focus on SaaS, B2B, or technology-driven business models
  • Sophisticated proficiency in financial modeling, Excel, and data analysis.
  • Experience with financial and business systems (e.g., Salesforce, Adaptive Insights, NetSuite).
  • Strong understanding of SaaS metrics, GTM strategies, and customer acquisition economics
  • Excellent communication and interpersonal skills; ability to present sophisticated financial data to non-finance partners
  • Bachelor’s degree or equivalent experience in Finance, Accounting, Business Administration, or related field; MBA or Masters in Finance preferred

Preferred Qualifications

  • Experience supporting GTM teams in a high-growth SaaS or technology company
  • Familiarity with international business operations and multi-currency analysis.
  • Proven ability to drive process automation and systems improvements.

Application Process

This is a full-time salaried position with a competitive benefits package, including bonus opportunities and unlimited vacation/FTO. Salary is commensurate with experience. The role is being offered as a remote role, with the option to use our office in Arlington, VA. Please submit your cover letter and resume for immediate consideration.

Level Access is committed to workforce diversity. Equal Opportunity Employer. Copyright 2025, Level Access. All rights reserved.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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