Principal Financial Analyst, GTM Expense Management

RSA Security•Burlington, MA

12h•$135,000 - $200,000•Onsite

About The Position

Serve as the lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services. Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend. Partner directly with department leaders and their staff to build, monitor, and course-correct budgets throughout the year. Analyze spend trends by function and cost center, identify variances against plan, and provide clear, actionable commentary to leadership. Build and manage reporting packages and dashboards that give GTM leaders real-time visibility into their spend against budget. Drive cost efficiency initiatives, including vendor/tool spend reviews, cost-per-function benchmarking, and identification of savings opportunities. Lead monthly and quarterly business reviews with GTM leadership, presenting expense performance, risks, and recommendations. Partner with Accounting on accruals, reclasses, and month-end close activities related to GTM expenses. Support ad hoc modeling and scenario planning (e.g., reorgs, new program investments, cost reduction scenarios) for GTM leadership and senior Finance stakeholders.

Requirements

Advanced Excel/financial modeling skills
Strong experience with BI tools (Tableau, Power BI, or similar)
Experience with financial planning systems (OneStream, Adaptive Insights, Anaplan, Workday Adaptive Planning, or similar) and ERP systems (NetSuite, Oracle, SAP)
Demonstrated ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
Excellent communication and presentation skills, with experience presenting to VP/SVP-level leadership
Strong analytical rigor combined with sound business judgment and comfort navigating ambiguity
Track record of driving process improvement and standardization across finance functions
Bachelor's degree in Finance, Accounting, Economics, or related field
6–9 years of experience in FP&A, financial analysis, or expense/cost management, ideally supporting Sales, Marketing, or Customer Success/Support organizations in a B2B SaaS or technology environment

Nice To Haves

MBA a plus

Responsibilities

Serve as the lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services
Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend
Partner directly with department leaders and their staff to build, monitor, and course-correct budgets throughout the year
Analyze spend trends by function and cost center, identify variances against plan, and provide clear, actionable commentary to leadership
Build and manage reporting packages and dashboards that give GTM leaders real-time visibility into their spend against budget
Drive cost efficiency initiatives, including vendor/tool spend reviews, cost-per-function benchmarking, and identification of savings opportunities
Lead monthly and quarterly business reviews with GTM leadership, presenting expense performance, risks, and recommendations
Partner with Accounting on accruals, reclasses, and month-end close activities related to GTM expenses
Support ad hoc modeling and scenario planning (e.g., reorgs, new program investments, cost reduction scenarios) for GTM leadership and senior Finance stakeholders