Compensation: Budgeted between $121,400 and $161,500 dependent upon applicable experience.
Remote: Experity offers Team Members the opportunity to work remotely or in an office.
The Director, Finance Business Partner, will serve as the primary strategic finance lead supporting the Go-To-Market (GTM) organization, including Sales, Marketing, RevOps, and Customer-facing teams. This role goes beyond reporting - it acts as a trusted advisor, translating data into actionable insights that shape revenue strategy, optimize investment decisions, and drive profitable growth.
Success in this role requires strong cross-functional partnership, commercial acumen, and the ability to influence senior leaders through clear storytelling and data-backed recommendations. The ideal candidate thrives in a fast-paced environment, anticipates challenges, and proactively identifies opportunities to improve performance across the revenue engine.
Responsibilities:- Lead the annual financial and strategic planning process for the Go-To-Market business unit, partnering directly with Executive Team members to align financial plans with business priorities.
- Serve as a strategic finance advisor to Executive Team members, providing financial insight, challenge, and recommendations to support business decisions.
- Partner with Sales, Marketing, and RevOps to evaluate pipeline health, bookings trends, pricing strategies, and ROI on GTM investments.
- Develop and maintain revenue forecasting models, including scenario planning and sensitivity analysis.
- Provide strategic decision support on headcount planning, territory design, compensation plans, and marketing spend allocation.
- Analyze key SaaS and revenue metrics (ARR, CAC, LTV, conversion rates, churn, pipeline coverage, etc.) and provide actionable insights.
- Partner with RevOps to ensure alignment between systems (Salesforce), reporting, and financial outcomes.
- Drive continuous improvement in commission and incentive program design to align behaviors with company strategy.
- Proactively identify risks and opportunities within the revenue plan and communicate mitigation strategies.
- Lead analyses and projects that provide new insights to business leaders and strengthen strategic and operational decision-making.
- Promote data-driven decision-making by translating complex financial and operational information into clear, actionable recommendations.
- Partner closely with People Business Partners on workforce planning, headcount forecasting, organizational changes, and other people-related decisions with significant financial impact.
- Successfully collaborate with many different stakeholders and senior leadership to identify solutions needed to meet their business goals and provide influential advice, insight, challenge, and decision support.
- Manage special projects such as strategic planning, business case preparation, and M&A support.
- Ensure alignment between financial plans, operational decisions, workforce strategies, and broader strategic initiatives.
- Review, analyze, and ensure the quality of operational data.
- Work with teams to develop operational insights and make recommendations for improvements.
- Collaborate with cross-functional teams and assist with ad hoc analysis and support.
- Gather, consolidate, and analyze key financial metrics and understand the root causes of fluctuations with revenue and costs.
- Review and analyze financial and operational data, identify key trends and root causes of revenue and cost fluctuations, and recommend actions to improve performance.
- Lead regular financial reporting and business performance reviews for assigned areas, providing executives with meaningful insights into results, risks, opportunities, and outlook.
- Other duties as assigned.
Education:- Bachelor's degree in finance, accounting or equivalent combination of education and experience.
Experience:- At least eight years of related work experience.
- Demonstrated experience partnering directly with senior leaders.
- Strong understanding of financial planning, forecasting, management reporting, financial statements, and business performance analysis.
- Demonstrated ability to connect financial performance with operational and business drivers.
- Advanced MS Excel and financial modeling skills.
- Experience with Salesforce CRM.
Preferred:- Master's Degree of MBA.
- Private equity experience.
- Familiarity with BI tools (Tableau, Power BI, Looker, etc.).
- Experience building executive-ready financial presentations.
- Experience managing commission and incentive programs
Travel: Ability to travel as needed.
