GTM Finance Partner

Freshworks•San Mateo, CA

2d•$150,000 - $190,000•Hybrid

About The Position

We are seeking a GTM Finance Partner to contribute meaningfully to planning, analysis, reporting, and strategy in support of our Go-to-Market organization, including Field Sales and Customer Success. This person will partner with key stakeholders across the business and be responsible for implementing and driving process improvements, delivering value-added business analysis, and defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making. This is a high-impact FP&A role for someone who goes beyond reporting numbers — someone who can quickly close the forecast and then spend their time delivering forward-looking insights that drive real business decisions. If you thrive in a fast-paced SaaS environment and want to be a true finance partner to the business, this role is for you.

Requirements

5 - 8 years of FP&A experience, ideally in a SaaS company
Demonstrated experience with GTM metrics including OpEx, AR, and GI ratios
Demonstrated experience using financial systems, ideally NetSuite and Adaptive Planning
Advanced proficiency in financial modeling and analysis techniques
Expert user of Microsoft Excel and Google Sheets; Power BI experience preferred
Strong drive for data integrity, building processes, and reaching solutions from scratch
Growth mindset with demonstrated ability to learn quickly
Excellent communication and presentation skills, attention to detail, and a sense of urgency
Comfortable operating across global time zones, including collaboration with APAC-based team members

Nice To Haves

Power BI experience preferred

Responsibilities

Manage and coordinate the development of annual and recurring forecasts, focusing on underlying business drivers and key financial and operating metrics to align with long-term objectives.
Drive forecast efficiency with a focus on completing cycles within a defined close window, shifting time and energy toward forward-looking insights and business impact analysis rather than pure reporting.
Partner with GTM leaders across Field Sales and Customer Success to provide narrative insights on current and expected future performance, including OpEx, AR, and GI ratio analysis.
Preparation, consolidation, variance analysis, and communication of deliverables for the monthly close cycle, partnering closely with FP&A and Accounting to ensure accurate forecasts.
Build and scale financial models to support business decisions by assessing historical trends, structuring and extracting data, and designing forecast drivers.
Act as a subject matter expert across key financial data and GTM metrics, with the ability to synthesize inputs, connect insights, and partner cross-functionally to identify opportunities for process improvement and automation.
Leverage AI tools to drive process efficiency, automation, and analytical depth.
Support the production of monthly, quarterly, and annual financial results and deliverables for the executive team, Board of Directors, and investors.
Provide analytical, financial modeling, and decision-making support for ad-hoc and special projects.