🕒 2 days ago
Leads financial planning, forecasting, performance analysis, and reporting across departments, translating complex financial and operational data into recommendations that guide leadership decisions and improve business processes.
Senior Financial Analyst, GTM
📅 Aug 11
Data AnalysisFinancial ModelingSQLExcel
📜 Description
- Own the Sales, Marketing and CS annual and long term planning across revenue, staffing and resourcing.
- Work closely with Sales, Marketing, CS and Analytics to align go-to-market spend and targets with the financial plan.
- Build and maintain models for CAC, LTV, payback, and sales and CS capacity and productivity.
- Query the data warehouse to build datasets, validate numbers, and answer financial and operational questions.
- Automate recurring GTM reporting to enhance decision-making efficiency.
🛠️ Requirements
- 4+ years spanning both a data or analytics role and a finance or FP&A role, ideally at a high-growth SaaS or technology company.
- Hands-on experience with go-to-market or SaaS metrics: pipeline, bookings, ARR, CAC, LTV, payback, and sales efficiency.
- Expert in SQL, comfortable working directly in a data warehouse to build and validate datasets.
- Advanced Excel and strong financial modeling, budgeting, and forecasting.
- Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related quantitative field.
Full job description
Luxury Presence is building the AI growth platform for real estate. Backed by Bessemer Venture Partners and other top investors, we're a Series C company that has hit $100M in annual recurring revenue. More than 90,000 real estate professionals, including over 30% of the WSJ Real Trends top 100 agents in the United States, use us to run and grow their business.
About the Role
This role sits at the intersection of data and finance. You will be the analytical engine behind our go-to-market decisions, partnering with Sales, CS, Marketing, and Revenue Operations to forecast the business, model go-to-market efficiency, and turn data warehouse queries into insight that shapes where we invest. The ideal person has lived in both worlds, a data or analytics role and a finance or FP&A role, and moves comfortably between a SQL query and a financial model. This is a role for someone who likes hard problems, is genuinely curious about how Sales and CS drive growth, and wants their analysis to shape real decisions.
What You'll Do
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GTM Planning and Reporting: Own the Sales, Marketing and CS annual and long term planning across revenue, staffing and resourcing.
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Cross-functional partnership: Work closely with Sales, Marketing, CS and Analytics to align go-to-market spend and targets with the financial plan, and to model ongoing investment decisions.
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Unit economics and GTM efficiency: Build and maintain models for CAC, LTV, payback, and sales and CS capacity and productivity, and use them to recommend where go-to-market spend should go.
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Data and SQL analysis: Query the data warehouse directly to build datasets, validate numbers, and answer questions that mix financial and operational data.
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Automation and efficiency: Automate recurring GTM reporting to speed the path from data to decision.
What We're Looking For
Skills and Experience
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4+ years spanning both a data or analytics role and a finance or FP&A role, ideally at a high-growth SaaS or technology company.
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Hands-on experience with go-to-market or SaaS metrics: pipeline, bookings, ARR, CAC, LTV, payback, and sales efficiency.
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Expert in SQL, comfortable working directly in a data warehouse to build and validate datasets.
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Advanced Excel and strong financial modeling, budgeting, and forecasting.
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Bachelor's degree in Finance, Accounting, Economics, Statistics, or a related quantitative field.
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Excellent analytical, problem-solving, and communication skills.
Attributes
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Fluent in both data and finance, comfortable moving between a SQL query and a financial model.
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Genuinely curious about go-to-market and how sales and marketing drive growth.
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Execution-oriented, with a strong sense of ownership over accuracy and deadlines.
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AI-forward, always looking for ways to automate and sharpen the work.
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