Finance & Planning Analysis Manager

PubMatic•New York, NY

2h•Hybrid

About The Position

PubMatic is immediately hiring a Finance Manager to join our growing GTM Finance team in Redwood City. Reporting to the Associate Director of GTM Finance, this key contributor will build annual budgets, manage monthly rolling forecasts, and provide decision support through financial analyses to optimize our strategic investments. The analyst is responsible for aggregating data and turning it into information to support critical decision-making processes. As Finance Manager, Go-to-Market (GTM), you will be the dedicated finance partner to our Sales, Customer Success, and Marketing organizations. You will own the financial planning, performance analysis, and commercial decision support that drive revenue growth from our buy-side (DSP, agency, advertiser) and sell-side (SSP, publisher, curation) businesses, as well as data and managed-service product lines. The successful candidate will be comfortable working with large data sets, data flows, cohort analysis, net revenue retention and regression analyses, as well as other financial modeling techniques. They will quickly familiarize themselves with PubMatic’s business, associated metrics, and support business decisions with a track record of sound business judgment. We are a fast-growing advertising technology company powering programmatic buying, audience activation, and measurement across CTV, display, video, and retail media. As Finance Manager, Go-to-Market (GTM), you will be the dedicated finance partner to our Sales, Customer Success, and Marketing organizations. You will own the financial planning, performance analysis, and commercial decision support that drive revenue growth, sales productivity, and efficient customer acquisition across both sides of the ecosystem — our buy-side (DSP, agency, advertiser) and sell-side (SSP, publisher, curation) businesses, as well as data and managed-service product lines.

Requirements

5–8 years of progressive FP&A, investment banking, consulting, or corporate finance experience, including 2+ years supporting a GTM organization, preferably in Digital Advertising, eCommerce or Enterprise SaaS sectors
Strong financial and operational planning skills
Proven experience and knowledge of accounting concepts and financial statement construction
Hands-on, creative approach to financial modeling and building business decision support tools
Experience with large data set manipulation
Ability to multi-task effectively while working with cross functional stakeholders
Ability to work independently and keep pace with deadlines
Positive attitude and interest in learning new things
Strong interpersonal and communication skills
Proven ability to influence senior commercial leaders and translate financial analysis into clear recommendations.
Bachelor's degree in Finance, Economics, Accounting, Business, or a related quantitative field.

Nice To Haves

Experience with Salesforce, NetSuite, and an EPM tool (Anaplan, Pigment, Adaptive, or Vena).

Responsibilities

Help drive and update the Monthly and Quarterly Revenue Forecast and Annual Strategic Plan processes
Identify and highlight business risks and opportunities - specific to revenue
Improve sales and business processes through the development and implementation of key metrics, dashboards, and automated tools
Build detailed financial models that track and analyze functional costs and their impact on the company’s overall performance
Work across Finance and Business teams to support the Long-Term Strategic Planning and Budget processes
Build positive and deep business partner relationships across the organization
Own the annual plan, quarterly reforecasts, and weekly pipeline-to-revenue bridges for Sales, CS, and Marketing.
Analyze advertiser and publisher cohort behavior, spend concentration, and supply-path economics.
Build self-service dashboards in partnership with Data/BI on top of Salesforce, the ad server/DSP logs, and the data warehouse.
Partner with buy-side leadership on advertiser and agency economics: working media vs. fees, DSP take-rate, agency rebates, MSA tiers, minimum spend commitments, and managed-service margin.
Partner with sell-side leadership on publisher economics: SSP take-rate, revenue share, sequential liability exposure, supply-path optimization (SPO) impact, curation/marketplace deal economics, and ad-quality/MFA risk on yield.
Model the end-to-end ad-dollar waterfall from advertiser spend to publisher payout; quantify margin leakage, fee compression, and the P&L impact of SPO, bid shading, and identity/signal-loss scenarios.
Improve the GTM data stack: Salesforce, BI tools: Looker/Tableau, AI tools: Claude, ChatGPT Adaptive, Anaplan etc.