GTM Strategic Finance Job at Plaid (San Francisco)

Manager, GTM Finance

The Strategic Finance team is passionate about solving some of Figma’s most pres...

Location

United States , San Francisco; New York

Salary:

180000.00 - 308000.00 USD / Year

Figma

Expiration Date

Until further notice

Requirements

8+ years of experience in investment banking, private equity, strategic finance, business operations, or a related analytical field
3+ years of experience leading and developing high-performing teams
Experience collaborating closely with global Sales and Sales Operations teams to align financial planning, drive insights on pipeline and quota performance, and support strategic decision-making across regions
Deep experience in financial planning, forecasting, and driving insights through data-driven analysis
Ability to approach sophisticated problems thoughtfully and develop clear, actionable solutions

Job Responsibility

Lead all ARR (Annual Recurring Revenue), Headcount & Expense planning and forecasting for our Sales business, including annual plans, quarterly forecasts, monthly reporting, and weekly performance reviews
Define performance measurements, set targets, and develop reporting frameworks that drive accountability and ARR growth
Drive coordinated quota, capacity, and headcount planning—ensuring resources align with growth targets and regional performance goals
Manage and mentor a high performing team—providing strategic direction, career development support, and hands-on teamwork to drive team impact
Develop and present actionable insights and recommendations to senior leadership, including the CFO, CEO, and CRO
Own and evolve the financial narrative for Figma’s Sales motion in executive and board-level materials
Bring a builder’s mentality to scaling the Sales Finance function—identifying tools, metrics, and systems that enable better decision-making at scale

What we offer

equity
health, dental & vision benefits
retirement with company contribution
parental leave & reproductive or family planning support
mental health & wellness benefits
generous PTO
company recharge days
a learning & development stipend
a work from home stipend
cell phone reimbursement

Fulltime

Gtm Finance Manager

We’re looking for a Manager, GTM Finance to partner with our global Sales and Ma...

Location

United States

Salary:

120000.00 - 160000.00 USD / Year

ClickHouse

Expiration Date

Until further notice

Requirements

6–9 years of progressive experience in FP&A, strategic finance, investment banking, or management consulting, ideally with exposure to SaaS or consumption-based business models
Proven experience supporting GTM or Commercial functions within a high-growth technology company
Strong command of financial modeling and forecasting
Deep analytical skills
Excellent communication and presentation abilities
Working knowledge of U.S. GAAP and SaaS metrics (e.g., ARR, NRR, CAC, payback, productivity, pipeline conversion)
High degree of comfort with financial and operational systems (e.g., NetSuite, Adaptive, Salesforce, or similar BI tools)
SQL skills a plus
Strong sense of ownership and curiosity
Ability to thrive in a fast-paced, high-growth, globally distributed environment

Job Responsibility

Serve as the strategic finance partner to our global GTM leadership team
Own GTM financial planning and forecasting
Build and maintain detailed driver-based models
Partner cross-functionally with Sales Ops, RevOps, and Business Systems
Lead monthly business reviews with GTM leadership
Analyze customer and cohort-level performance trends
Support annual and quarterly planning cycles
Evaluate and model the financial impact of strategic initiatives
Build scalable processes and tools
Collaborate closely with Accounting to ensure accuracy in revenue recognition, commissions, and expense allocation

What we offer

Flexible work environment
Healthcare - Employer contributions towards your healthcare
Equity in the company
Time off - Flexible time off in the US, generous entitlement in other countries
A $500 Home office setup if you’re a remote employee
Global Gatherings – opportunities to engage with colleagues at company-wide offsites

Fulltime

Strategic Finance Manager

As a Strategic Finance Manager at HomeLight, you will play a critical role withi...

Location

United States , San Francisco

Salary:

170000.00 - 190000.00 USD / Year

HomeLight

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Economics, Finance, Business, STEM, or related field
4-6 years of investment banking experience and/or corporate finance experience
High level of Excel proficiency, with strong financial modeling capabilities and a deep understanding of core financial principles
Comfortable interacting with internal and external senior-level executives
Proven ability to distill complex data into clear, actionable insights for both technical and non-technical audiences
Strong communication, teamwork, quantitative, and analytical skills
Highly organized, self-starter with the ability to manage multiple priorities under tight deadlines
Experience with financial systems and analytics tools—ideally including NetSuite ERP and the Aleph data platform

Job Responsibility

Lead the annual budget cycle, ensuring cross-functional alignment around the projections. Maintain the financial model and reporting framework to support the monthly review cycle
Provide analyses and updates to executive leadership regularly to drive strategic topics for the Board of Directors meetings and investor fundraises
Collaborate with the CFO in expanding and maintaining capital market relationships, including warehouse debt, venture debt, and other alternative structures. Lead the diligence process for the same
Work cross-functionally with Product, Engineering, GTM, and Business Operations teams to analyze new product launches, evaluate unit economics, assess strategic partnerships, and guide resource allocation decisions
Design and implement dashboards and reporting tools that track and communicate critical financial and operational metrics
Develop a deep understanding of HomeLight’s products, services, and business model to provide contextually relevant financial recommendations
Produce clear, concise, and actionable financial presentations and forecasts for leadership and key stakeholders
Roll up your sleeves to support ad hoc financial analyses and strategic projects as needed—helping shape the future of the Strategic Finance function
High exposure to the executive leadership, including monthly reporting and analysis delivered directly to the CEO, COO, and CFO

What we offer

Medical (Aetna or Kaiser), Dental & Vision (Guardian)
Long-Term Disability & Short-Term Disability
Hospital Indemnity Insurance, Accident Plan, and Employee Critical Illness (Guardian)
401 (k) (Guideline), Life Insurance (Guardian) & Pet Insurance (Nationwide)
Commuter benefits are offered in certain locations
PTO, including Volunteer Days to give back to your community
Annual Anniversary Perks, including professional development and sabbaticals!
HomeLight Services to help you with buying and selling your home

Fulltime

Strategic Finance

Finance at Descript isn’t a back-office function — it’s a strategic partner in s...

Location

United States , San Francisco

Salary:

200000.00 - 250000.00 USD / Year

Descript

Expiration Date

Until further notice

Requirements

7+ years in finance roles at high-growth tech companies
Early training in consulting or investment banking
Experience leading FP&A ideally scaling from <$50M to $200m+ ARR
Strong modeling, analytical rigor, and ability to influence
Cross-functional fluency with Product, Engineering, and GTM teams — able to translate financial insights into product and operational decisions
Deep understanding of SaaS sales economics and pipeline dynamics
Experience with monetization experiments, pricing, and packaging
Hands-on understanding of cloud and compute economics, with experience optimizing COGS and driving cost efficiency
Comfortable working with data directly — proficiency in SQL or a strong desire to learn
Excellent storytelling skills with data

Job Responsibility

Lead FP&A — own company-wide planning, forecasting, and performance management. Build dashboards that surface tradeoffs and guide executive decisions
Partner with Sales and Product to evaluate commercial opportunities, improve efficiency, and support revenue growth in the enterprise segment
Evaluate areas of growth and investment by analyzing TAM, unit economics, and ROI across products and customer segments
Collaborate with Product and Engineering to monitor COGS, compute and inference costs, identify efficiency opportunities, and help drive improvements in gross margin
Partner with Product, Engineering, and Ops to structure enterprise pricing and monetization experiments
Support data-driven narratives for board and investor updates, and support fundraising efforts with modeling, materials, and financial storytelling
Influence resourcing decisions: where to invest time, headcount and capital

What we offer

generous healthcare package
401k matching program
catered lunches
flexible vacation time

Fulltime

Strategic Finance, GTM

Finance at Descript isn’t a back office function. It’s a strategic partner in sh...

Location

United States , San Francisco

Salary:

200000.00 - 240000.00 USD / Year

Descript

Expiration Date

Until further notice

Requirements

7 to 10+ years of experience in strategic finance, GTM finance, growth analytics, or related roles at SaaS companies
Strong GTM intuition with hands-on experience in top of funnel analysis, ARR modeling, and revenue forecasting
Advanced SQL skills and the ability to self-serve data end to end
Experience supporting both B2B and B2C SaaS models
Strong financial modeling skills, especially around growth scenarios and funnel dynamics
Experience supporting monetization experiments, pricing, and packaging
Experience partnering with data teams and working with large, imperfect datasets
Clear communicator who can translate data into actions and recommendations
Comfortable with ambiguity, high ownership, and building things from scratch
Solid understanding of SaaS metrics across PLG and sales-led motions

Job Responsibility

Own Descript’s top of funnel and growth models, from signups to paid conversion to ARR and retention
Own sales-led revenue forecasting, including pipeline modeling, win rates, sales capacity, and quota-driven ARR
Build and maintain GTM financial models including ARR builds, channel performance, cohort analysis, and scenario modeling
Partner deeply with the data team to define metrics, improve data framework, and enable reliable self-serve analytics for finance and GTM
Design and maintain dashboards for key GTM metrics such as signups by channel, conversion rates, new ARR, retention, and payback
Identify growth opportunities across self-serve, product-led, and sales-assisted motions and quantify their impact
Define GTM goal setting frameworks and track performance against targets
Analyze marketing and growth efficiency, including ROI, CAC, payback, and funnel conversion
Support pricing, packaging, and monetization initiatives with clear financial analysis
Communicate insights to leadership in a clear, decision-oriented way, including exec and board materials when needed

What we offer

Generous healthcare package
401k matching program
Catered lunches
Flexible vacation time

Fulltime

Strategic Finance Lead - GTM

Perplexity is looking for a dynamic and analytical individual to join our Strate...

Location

United States , San Francisco

Salary:

210000.00 - 260000.00 USD / Year

Perplexity

Expiration Date

Until further notice

Requirements

At least 3+ years of GTM finance role at another rapidly growing company or direct investing experience (private equity, growth equity) covering enterprise SaaS
At least 2 years of banking or consulting at top-tier firm
Experience in building financial analysis to drive strategic decisions
Strong financial acumen and ability to partner with growth and engineering teams
Hands-on attitude to tackle projects large and small, low-ego approach to working across the organization
Comfortable working in a fast-paced, dynamic environment

Job Responsibility

Develop and own financial analysis for enterprise and consumer growth initiatives, ranging from topline projections down to unit economics for various growth channels
Develop and own core financial models used for strategic enterprise GTM planning, including quota planning, cross-sell, up-sell, and other various sales and marketing initiatives
Develop financial frameworks for analyzing unique, large strategic partnerships and deals
Lead various special projects required by C-suite and VPs ranging across product, growth, engineering, search, and business
Independently identify areas within the organization that need analytical support and use analysis to drive clarity in critical decision-making
Help develop and build scalable processes across finance, business, and growth

What we offer

Offers Equity
Full-time U.S. employees enjoy a comprehensive benefits program including equity, health, dental, vision, retirement, fitness, commuter and dependent care accounts, and more
Full-time employees outside the U.S. enjoy a comprehensive benefits program tailored to their region of residence

Fulltime

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