Strategic Finance Associate, GTM

Mixpanel

. Support the end-to-end financial planning process for GTM, from brief to delivery .

Posted 9/30/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with a strong focus on SaaS unit economics, financial modeling, and cross-functional collaboration. Proven ability to influence decision-making and improve data quality while supporting strategic financial initiatives.

Highest-signal resume keywords

FP&A ExperienceFinancial Modeling SkillsSaaS Unit EconomicsSQL SkillsBI Tools Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningFinancial ModelingDriver-Based Forecasting3-Statement ModelingScenario AnalysisBudget StrategyInvestment DecisionsData Quality ImprovementCross-Functional AnalysisRisk Quantification

Soft Skills

Excellent CommunicationInfluencing Without Authority

Tools & Technologies

FP&A PlatformsERP SystemsBI Tools

Certifications & Qualifications

MBACFA

Industry Keywords

B2B SaaSFinancial StrategyGTM SupportData-Driven Decision-Making

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Support the end-to-end financial planning process for GTM, from brief to delivery
Set quality standards and accountability mechanisms for financial planning
Help define the 6–12 month financial strategy for the domain
Validate assumptions with business partners and translate strategy into financial outcomes and leading indicators
Build business cases for major investments with clear assumptions, risk quantification, and second-order effects
Support the design and improvement of planning processes, tooling, and data definitions
Support cross-functional analyses with clear milestones and owners
Resolve forecast disagreements with principled rationale and crisp financial narratives tailored to each audience
Partner with functional budget owners to ensure data quality, metric consistency, and alignment on assumptions
Act as a cultural anchor for data-driven decision-making

Requirements

What you’ll need

Must be located in the San Francisco Bay Area or New York City
3-5 years of FP&A or Strategic Finance experience at a B2B SaaS company
Ability to support the design of planning processes and frameworks, not just operate within them
Ability to influence decisions across teams without direct authority
Expert-level financial modeling skills
Fluency in SaaS unit economics, driver-based forecasting, 3-statement modeling, and scenario/sensitivity analysis
Strong experience supporting GTM
Experience partnering with senior functional leaders on budget strategy and investment decisions
Strong SQL skills
Experience working with BI tools, FP&A platforms, and ERP systems
Comfortable specifying data needs and improving data quality upstream
Excellent communication skills and ability to distill complex financial analysis into crisp narratives tailored to executive audiences
BS/BA in Economics, Finance, Accounting, or related field; MBA or CFA a plus

Benefits

Comp & perks

Comprehensive Medical, Vision, and Dental Care
Mental Wellness Benefit
Generous Vacation Policy & Additional Company Holidays
Enhanced Parental Leave
Volunteer Time Off
Additional US Benefits: Pre-Tax Benefits including 401(K), Wellness Benefit, Holiday Break