Senior Manager, FP&A - GTM

Talkdesk

3d • $150,000 - $200,000 • Onsite

About The Position

We are looking to hire a Senior Manager, FP&A to be a strategic business partner with our Sales and Marketing organization. This individual will be responsible for partnering cross-functionally with senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Requirements

• 8+ years of relevant finance experience preferred; SaaS experience strongly preferred
• 3+ years of experience supporting Marketing organizations and budgets
• Experience building out models to evaluate Marketing program spend ROI and pipeline generation efficiency
• Knowledge of Sales/Marketing and applicable key metrics – ARR, MRR, pipeline, conversion/win rates, CAC, LTV
• Strong financial and operational planning skills
• Experience partnering with Senior Leadership and ability to influence at all levels of an organization
• Excellent communication skills (written and verbal) with experience developing and delivering presentations
• Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
• Ability to multi-task effectively, working in team environments or independently
• Experience with headcount reconciliation and month-end budget/forecast vs actuals reconciliation
• Four-year university degree in Finance, Economics, Accounting, or related field required
• Experience with financial systems: Adaptive, NetSuite, Zuora, Coupa, Salesforce

Responsibilities

• Serve as the strategic finance partner to Sales and Marketing leadership (CRO, CMO, and their teams), influencing go-to-market strategy, investment priorities, and resource allocation
• Own the GTM portion of the annual operating plan, quarterly reforecasts, and long-range plan, including bookings, pipeline, quota capacity, headcount, and Sales & Marketing operating expenses
• Lead capacity and productivity planning with Sales Operations: rep hiring plans, ramp assumptions, quota setting, territory coverage, and attainment
• Partner with Marketing to model and optimize demand-gen spend, pipeline contribution, funnel conversion, and channel ROI
• Own reporting and analysis of key GTM and SaaS unit economics, including ARR, net new ARR, net and gross revenue retention, churn, CAC, CAC payback, LTV:CAC, and S&M efficiency (magic number)
• Lead monthly and quarterly close for S&M: budget-vs-actual and forecast-vs-actual variance analysis, holding leaders to their budgets and explaining what drove performance
• Prepare and present Sales & Marketing performance updates, business reviews, and recommendations to the executive team, and contribute GTM content to board materials
• Build business cases and scenario models for major GTM decisions, such as new segments or geographies, pricing and packaging, partner/channel programs, and large marketing investments
• Partner with Sales Ops, Accounting, and HR/Total Rewards on sales compensation plan design, cost modeling, and commission expense forecasting
• Build, lead, and develop a team of FP&A analysts, setting priorities, coaching for growth, and raising the bar for analytical quality
• Drive scalable GTM planning and reporting by improving processes, systems, and data integration across CRM (e.g., Salesforce), planning tools, and BI dashboards

Benefits

• Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP)
• 401(k) plan
• Uncapped paid time off program for exempt employees
• Accrual-based paid time off program for non-exempt employees
• 14 paid holidays each year
• Long term incentives in the form of equity
• Short term incentives of either bonus or commission

What This Job Offers

• Job Type: Full-time
• Career Level: Senior