Sr. Associate, Strategic Finance - GTM Horizontals

LinkedIn•San Francisco, CA

12h•$98,000 - $158,000•Hybrid

About The Position

This Strategic Finance Senior Associate role is an exciting opportunity to join our dynamic GTM Horizontals team, operating at the intersection of our global go-to-market functions and Lines of Business (LOBs). You will work on developing and driving consolidated financial reporting across these areas and support our forecasting and planning processes. This role blends strategy and finance, helping identify and solve business challenges with data-driven solutions. You will work closely with cross-functional teams and senior leadership to drive key financial insights and support business decision-making. In addition to managing specific GBO budgets, including administrative and events budgets, this role will serve as a central point of coordination across GTM Ops and Pricing in the Global Business Operations (GBO) org, ensuring strong financial governance, visibility, and operational rigor. If you're passionate about finance, data, and the tech industry, this is a great opportunity to grow your career with a leading global technology company.

Requirements

Bachelor's Degree in Business, Business Analytics, Finance, or related field AND minimum 3 years of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience.
Strong analytical skills with proficiency in Excel
Ability to communicate financial information clearly and concisely to both financial and non-financial stakeholders.

Nice To Haves

1+ years of experience in the technology industry.
Hands‑on experience in systems skills with a preference towards SQL, PowerBI, Tableau

Responsibilities

Financial Analysis: Prepare and analyze monthly, quarterly, and annual financial performance reports across GTM Ops, Pricing and GBO admin and events. Identify trends, variances, and opportunities for performance improvements, including tracking of headcount and expense drivers.
Budgeting & Forecasting: Assist in the budgeting and forecasting processes by collecting and consolidating inputs across teams. Support the development and monitoring of financial forecasts and budget-to-actual analysis.
Headcount Planning & Pacing: Track and manage headcount movements, including approvals, attrition, backfills and transfers across teams. Monitor headcount pacing against plan and forecast, and assess associated cost implications.
Data Management & Consolidation: Gather, clean, and organize financial data from multiple sources, ensuring data accuracy and integrity to support reporting, forecasting and decision-making, including reconciling differences across teams and reporting structures. Act as the central point of contact for budget tracking and reporting.
Financial Modeling & Scenario Analysis: Contribute to financial models that evaluate business scenarios, providing insights to senior leadership to inform strategic decisions and resource allocation.
Cross-Functional Collaboration: Partner with various teams across operations, sales, marketing, and other departments to collect data, share financial insights, and support strategic initiatives.
Process Improvement & Operational Excellence: Design and implement scalable processes and tools to improve efficiency in recurring financial workflows. Develop standardized templates for reporting and shareouts, and drive continuous improvements in financial operations and team processes.
Ad-Hoc Reporting & Analysis: Support senior leadership with ad-hoc analyses, including budget requests, expense tracking, and strategic deep dives. Provide timely and actionable insights to support decision-making.
Strategic Thinking
Learns to identify new opportunities for growth within a limited scope and supports strategy development with business partners.
Operationalizes ideas and develops plans for execution with some support from more senior team members.
Builds collaborative relationships with other teams and seeks input and feedback to develop an understanding of their priorities and constraints.
Stakeholder Influence
Communicates implications of work (e.g., forecasts, analyses, trends) to management and cross-functional stakeholders to drive action.
Leverages insights and data to develop narratives to influence stakeholders with limited guidance.
Synthesizes problems and communicates point of view to support decision-making on issues related to individual work in smaller group discussions.
Execution & Organization
Partners with cross-functional stakeholders to support the growth of initiatives by providing a metrics- oriented perspective, with minimal supervision.
Communicates with stakeholders to answer a wide variety of complex questions.
Exercises judgment within defined procedures to develop workstreams and operational processes.
Proactively identifies obstacles and works to unblock them with minimal support.
Performance Management
Supports performance management by creating, maintaining, and updating complex models and forecasts for assigned metrics.
Access, transform, and synthesize data from cross-platform data sources and analyze to assess signals, trends, and risks.
Leverages advanced knowledge to develop hypotheses using identified signals, trends, and risks.
Executes ad hoc analyses to prove/disprove hypotheses and address ambiguous or complex business questions, deriving actionable insights from results.
Collaborates with cross-functional teams to design experiments to close deviations from targets.
Culture & Values
Contributes to the culture and values of the organization including diversity, inclusion, and belonging, through organization-wide events and initiatives.
Proactively seeks out feedback and provides constructive feedback to colleagues.
Seeks out new opportunities for career growth and skill development.