GTM Finance Manager

Level Access; Canada; Remote; CAD 90,000 - 120,000; Full time

Job summary

A leading company is seeking a GTM Finance Manager to drive financial planning and analysis across sales and marketing teams. This role involves collaboration with GTM leaders, optimizing resource allocation, and providing insights to enhance business growth. Ideal candidates will have extensive experience in financial management within a SaaS environment and strong analytical skills. The position offers a competitive salary, benefits, and the flexibility to work remotely.

Benefits

Competitive benefits package

Bonus opportunities

Unlimited vacation/FTO

Qualifications

• 5+ years of experience in financial management or FP&A.
• Proficiency in financial modeling and Excel.

Responsibilities

• Lead budgeting, forecasting, and planning for GTM teams.
• Generate financial reports and present to senior leadership.

Skills

Financial Management

Data Analysis

Communication

Education

Bachelor’s degree in Finance

MBA or Masters in Finance

Tools

Salesforce

Adaptive Insights

NetSuite

Job description

Join to apply for the GTM Finance Manager role at Level Access.

The GTM (Go-to-Market) Finance Manager is a strategic business partner responsible for driving financial planning, analysis, and operational support across sales, marketing, customer success, and related revenue-generating teams within a SaaS or services technology company. This role collaborates closely with GTM leaders and cross-functional partners to optimize resource allocation, improve forecasting accuracy, and provide actionable insights that fuel business growth and operational efficiency. The role reports to the VP of Global FP&A.

Key Responsibilities

Financial Planning & Analysis

• Lead the budgeting, forecasting, and long-term planning processes for GTM teams, ensuring alignment with corporate objectives and financial targets.
• Prepare and analyze monthly and quarterly P&L statements, financial packages, and variance analyses for sales, marketing, and customer success organizations.
• Build and maintain financial models to support strategic planning, headcount management, investment decisions, and scenario analysis.
• Monitor and report on key financial and operational metrics, such as CAC, LTV, payback periods, churn, and Dollar Net Retention.

Business Partnership & Strategic Support

• Serve as a trusted advisor to GTM leaders, providing data-driven insights to optimize resource allocation and assess return on investment on marketing and sales initiatives.
• Collaborate with Sales Operations, Revenue Operations, and other cross-functional teams to define, standardize, and monitor KPIs and success metrics.
• Support pricing and sales strategy development, including compensation plan modeling, margin analysis, and performance tracking.

Process Improvement & Systems

• Drive process improvements, automation, and standardization initiatives to improve the accuracy and scalability of financial reporting and forecasting.
• Use business systems (e.g., Salesforce, Adaptive Insights, ERP platforms) and data visualization tools to streamline workflows and deliver impactful insights.

Reporting & Executive Support

• Generate and present financial reports, forecasts, and strategic recommendations to senior leadership and the Board of Directors.
• Provide clear, actionable insights to drive accountability for budget adherence and support key business initiatives.

Qualifications

• 5+ years of proven experience in financial management or FP&A, with a focus on SaaS, B2B, or technology-driven business models.
• Sophisticated proficiency in financial modeling, Excel, and data analysis.
• Experience with financial and business systems (e.g., Salesforce, Adaptive Insights, NetSuite).
• Strong understanding of SaaS metrics, GTM strategies, and customer acquisition economics.
• Excellent communication and interpersonal skills; ability to present sophisticated financial data to non-finance partners.
• Bachelor’s degree or equivalent experience in Finance, Accounting, Business Administration, or related field; MBA or Masters in Finance preferred.

Preferred Qualifications

• Experience supporting GTM teams in a high-growth SaaS or technology company.
• Familiarity with international business operations and multi-currency analysis.
• Proven ability to drive process automation and systems improvements.

Application Process

This is a full-time salaried position with a competitive benefits package, including bonus opportunities and unlimited vacation/FTO. Salary is commensurate with experience. The role is remote, with an option to use our office in Arlington, VA. Please submit your cover letter and resume for immediate consideration.

Level Access is committed to workforce diversity. Equal Opportunity Employer. We ensure reasonable accommodations for individuals with disabilities during the application and employment process. Please contact us to request accommodations.