Principal Financial Analyst, GTM Expense Management

RSA

$135K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA is a plus
  • 6-9 years of experience in FP&A, financial analysis, or expense management in B2B SaaS or technology environments
  • Advanced Excel/financial modeling skills; experience with BI tools like Tableau or Power BI
  • Familiarity with financial planning and ERP systems like OneStream, Adaptive Insights, NetSuite, or Oracle
  • Demonstrated ability to operate independently as a trusted advisor to senior leadership
  • Excellent communication and presentation skills, especially to VP/SVP-level audiences

Responsibilities

  • Serve as the lead finance business partner for OpEx planning across multiple departments
  • Own the annual budget and quarterly forecasts for GTM operating expenses
  • Collaborate with department leaders to build and track budgets throughout the year
  • Analyze spend trends and identify variances against the budget
  • Develop reporting packages and dashboards for real-time budget visibility
  • Drive cost efficiency initiatives and identify savings opportunities
  • Lead business reviews, presenting expense performance and recommendations

Benefits

  • Annual discretionary bonuses based on company performance
  • Comprehensive benefits package including flexible paid time off
  • Health, disability, and life insurance coverage
  • 401(k) retirement plan with company matching contributions
Full Job Description
Principal Financial Analyst, GTM Expense Management

Principal Responsibilities:

  • Serve as the lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services
  • Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend
  • Partner directly with department leaders and their staff to build, monitor, and course-correct budgets throughout the year
  • Analyze spend trends by function and cost center, identify variances against plan, and provide clear, actionable commentary to leadership
  • Build and manage reporting packages and dashboards that give GTM leaders real-time visibility into their spend against budget
  • Drive cost efficiency initiatives, including vendor/tool spend reviews, cost-per-function benchmarking, and identification of savings opportunities
  • Lead monthly and quarterly business reviews with GTM leadership, presenting expense performance, risks, and recommendations
  • Partner with Accounting on accruals, reclasses, and month-end close activities related to GTM expenses
  • Support ad hoc modeling and scenario planning (e.g., reorgs, new program investments, cost reduction scenarios) for GTM leadership and senior Finance stakeholders


Skills:

  • Advanced Excel/financial modeling skills; strong experience with BI tools (Tableau, Power BI, or similar)
  • Experience with financial planning systems (OneStream, Adaptive Insights, Anaplan, Workday Adaptive Planning, or similar) and ERP systems (NetSuite, Oracle, SAP)
  • Demonstrated ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
  • Excellent communication and presentation skills, with experience presenting to VP/SVP-level leadership
  • Strong analytical rigor combined with sound business judgment and comfort navigating ambiguity
  • Track record of driving process improvement and standardization across finance functions


Education & Experience:

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus
  • 6-9 years of experience in FP&A, financial analysis, or expense/cost management, ideally supporting Sales, Marketing, or Customer Success/Support organizations in a B2B SaaS or technology environment


Full-time, non-Sales US employees are also eligible for annual discretionary bonuses that are funded based on prior year company performance. RSA Sales team members are eligible to participate in company commission plans.

In addition, RSA offers its eligible US employees a comprehensive array of benefit programs including flexible paid-time-off, health, disability, and life insurance, and a 401(k) retirement plan with company matching contributions.

The pay range for this role is:

135,000 - 200,000 USD per year (Burlington, MA)

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