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Finance Manager – GTM
Businessolver. Develop executive dashboards, scorecards, and visualizations covering pipeline, bookings, revenue, marketing performance, and account progression .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in financial modeling and data visualization, with a strong ability to translate complex datasets into actionable insights. Proven experience in developing executive dashboards and leading analytics functions to drive business growth and optimize revenue performance.
Highest-signal resume keywords
Financial ModelingData VisualizationBusiness IntelligenceCRM PlatformsExecutive Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ExcelPower BITableauSQLPythonDatabricksFinancial AnalysisForecasting ModelsData GovernanceKPI Development
Soft Skills
Strong CommunicationDetail-OrientedCuriosityStorytellingLeadership
Tools & Technologies
SalesforceHubSpotBI PlatformsMarketing Automation ToolsFinancial Systems
Industry Keywords
Account-Based MarketingSaaSB2BRevenue FinanceGTM Finance
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Develop executive dashboards, scorecards, and visualizations covering pipeline, bookings, revenue, marketing performance, and account progression
- Transform CRM, marketing automation, financial systems, and BI platform data into business intelligence
- Design and maintain scalable GTM reporting solutions
- Identify trends, risks, opportunities, and performance drivers through advanced analysis
- Build and lead a high-performing analytics function
- Partner with Marketing, Sales, and Sales Operations on financial frameworks for Account-Based Marketing
- Establish KPIs and measurement methodologies for account engagement, buying-group penetration, pipeline progression, conversion, and ROI
- Analyze account-level investments and outcomes to guide budget allocation and optimization
- Evaluate program effectiveness and recommend improvements to revenue efficiency and marketing effectiveness
- Build relationships with Sales, Marketing, Revenue Operations, Systems, and Executive Leadership
- Advise on planning, forecasting, and strategic decision-making
- Translate complex data into recommendations for non-technical audiences
- Support quarterly and annual planning, including targets, investments, capacity planning, and growth initiatives
- Develop forecasting models linking marketing and sales activity to pipeline, bookings, and revenue
- Perform scenario analysis and investment modeling
- Improve data governance, reporting consistency, and metric definitions
- Automate manual reporting workflows where possible
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Analytics, Business, Statistics, or a related field
- 5+ years of experience in Finance, FP&A, Revenue Finance, GTM Finance, Business Analytics, or a related function
- Advanced proficiency in Excel and financial modeling
- Strong experience with BI and data visualization platforms such as Power BI, Tableau, or similar tools
- Experience with CRM and marketing platforms such as Salesforce, HubSpot, or equivalent
- Ability to synthesize complex datasets into actionable recommendations
- Strong written and verbal communication skills with executive-facing presentation experience
- Ability or strong potential to hire, coach, develop, and lead analytics talent
- Data-driven and naturally curious
- Strong storytelling and ability to simplify complexity
- Ability to build credibility across functions and work in ambiguity
- Detail-oriented with a bias toward action
- Passion for using data to drive business growth
- Commitment to analytical excellence, accountability, curiosity, and continuous improvement
- Preferred: Experience supporting SaaS, technology, recurring revenue, or B2B organizations
- Preferred: Experience partnering directly with Sales and Marketing leadership teams
- Preferred: Understanding of Account-Based Marketing concepts and performance measurement
- Preferred: Experience with SQL, Snowflake, Databricks, Python, or advanced analytics tools
- Preferred: Experience building account-level profitability, ROI, or customer economics models
Benefits
Comp & perks- Annual bonus incentive plan
- Comprehensive benefits package for benefit-eligible full-time or part-time employees
- Background checks, identity verification, and reference confirmation as part of the hiring process