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Senior Manager, Financial Planning & Strategy - Sales & Pipeline

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Checkr

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Location:
United States , San Francisco

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

192000.00 - 226000.00 USD / Year
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Job Description:

The Financial Planning & Strategy (FP&S) team at Checkr provides financial insight and partners with other leaders across the organization to achieve long-term goals. This role focuses on strategic and financial planning for the Sales business, delivering actionable insights, and optimizing resource allocation to accelerate growth. Responsibilities include driving strategic initiatives, performance management, KPI measurement, investment decision frameworks, and team management. Candidates should have strong modeling skills, experience in sales strategy and planning, executive presence, and a proactive mindset.

Job Responsibility:

  • serve as the lead strategic finance partner to our VP of Sales and their leads
  • proactively create, drive, and partner on strategic initiatives that drive step-function growth of our business
  • drive a considerable portion of our long-range and annual planning processes, including driving the quota-setting process, AE capacity, and tops-down pipeline targets
  • build the strategic plan that positions us to accomplish our goals
  • own recurring reporting and forecasting that provide a fundamental understanding of our Sales & Pipeline drivers and actionable insight into opportunities to improve business performance
  • define and evolve KPIs that best measure our business performance
  • collaborate with our Data Analytics team to build predictive and automated analytics
  • develop investment frameworks and drive decisions to determine how we scale our Sales business
  • define how we measure ROI and sales productivity
  • team management with support of 1 dotted-line Sr. Analyst

Requirements:

  • 8+ years of progressive experience, including 4+ years covering sales and pipeline
  • foundational experience in investment banking, private equity, or management consulting preferred
  • experience with consumption-based business models
  • demonstrated success driving sales strategy, planning, and performance management
  • expert-level modeling ability, translating complex business drivers into clear frameworks
  • strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels
  • experiences with Salesforce, BI tool (ie. Looker), and SQL
  • experience in identifying business insights through analysis
  • have a hustler mindset
  • thrive in an environment where you will be asked to own an ambiguous project that you have not done before
What we offer:
  • a fast-paced and collaborative environment
  • learning and development allowance
  • competitive cash and equity compensation and opportunity for advancement
  • 100% medical, dental, and vision coverage
  • up to $25K reimbursement for fertility, adoption, and parental planning services
  • flexible PTO policy
  • monthly wellness stipend
  • home office stipend
  • in-office perks including lunch four times a week, a commuter stipend, and an abundance of snacks and beverages

Additional Information:

Job Posted:
October 17, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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