Lead the short-range forecasting process for topline performance.
Drive predictability, accountability and accuracy across key metrics including Bookings, Billings, and Revenue by implementing predictive modeling.
Own the end-to-end financial management for the Sales & Marketing organization, including budgeting, monthly close, and global consolidation of opex and headcount.
Act as the primary finance lead for multiple VPs across the GTM organization.
Provide data-driven recommendations on resource allocation, sales productivity, and investment ROI.
Leverage AI-driven analytics and automation tools to shift the team from manual data aggregation to high-value analysis.
Lead quarterly and annual planning cycles for the sales organization, translating corporate growth targets into departmental financial impacts and quotas.
Build and maintain strong relationships with Corporate Finance, Sales Operations, Accounting, etc. to ensure data integrity, streamline GTM workflows, and align departmental goals with the long-range financial plan.

Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or equivalent experience is a plus.
Minimum of 7+ years of relevant experience in FP&A, Sales Finance, or Strategic Finance, preferably within a fast-paced technology or SaaS company.
Strong proficiency with financial systems (e.g., Adaptive Insights, NetSuite, Salesforce, and Tableau) and a proven ability to operationalize AI-native tools (e.g. Claude, ChatGPT, Cursor)
MBA and/or CPA strongly preferred

Senior Manager, Sales Finance Strategy – Planning

Key skills