Director, Sales Planning & Analysis

Ibotta, Inc.; Denver, Northern (CO, KY); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

Employee Stock Purchase Program

401k match

Paid parking

Snacks and meals

Job summary

Ibotta, Inc. in Denver seeks a senior FP&A leader to own revenue forecasting and strategic finance across all revenue streams.

You will partner with the Revenue leadership team to drive capacity planning, pricing insight, and ROI analyses, building actionable dashboards for real-time decision making. The role requires deep experience in revenue modeling, executive communication, and significant time in FP&A or commercial finance.

Qualifications

• 8+ years of experience in finance, FP&A, strategic finance or commercial finance roles.
• Experience partnering with revenue and sales teams; capacity planning and quotas.
• Proven expertise in revenue modeling and forecasting from unit-level drivers.
• Ability to present financial insights and challenge assumptions to executives.
• Strong advanced financial modeling skills and familiarity with GTM tech stack.

Responsibilities

• Lead end-to-end sales planning and forecasting for all Revenue streams.
• Own the topline model with bottoms-up forecast from unit-level drivers.
• Partner with CRO and Revenue leadership; run monthly business reviews.
• Drive sales capacity planning: headcount, quotas, territories, productivity.
• Build ROI analyses for major Revenue investments and track results.
• Coordinate with Revenue Ops and Accounting to reconcile bookings and revenue.
• Support sales compensation design aligned to capacity and goals.
• Develop real-time dashboards and reports for leadership visibility.
• Contribute to board and investor materials with topline narrative.

Skills

FP&A

Strategic finance

Commercial finance

Revenue modeling

Forecasting

Executive communication

GTM tech stack

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Salesforce

NetSuite

Databricks

Tableau/Looker

Job description

What You Will Be Doing

• Lead end-to-end sales planning and forecasting for all Revenue streams, including the Annual Plan and periodic re-forecasts; drive high forecast accuracy to enable confident decision-making; deliver actionable insights to stakeholders

• Own the topline model: build and maintain a bottoms-up revenue and bookings forecast grounded in unit-level drivers (pipeline, win rates, rep productivity, ramp curves, and redemption/engagement trends)

• Serve as a key finance business partner to the Chief Revenue Officer and Revenue leadership team; lead monthly business reviews and bring data-driven insights and constructive challenge to key decisions

• Drive sales capacity and coverage planning – headcount, quotas, territories, and productivity assumptions – connecting GTM investments to revenue targets and unit economics

• Build business cases and ROI analyses for major Revenue investments (headcount, incentive programs, pricing changes, new revenue streams), and track actual results against projections

• Partner with Revenue Operations andAccounting to reconcile bookings, billings, and revenue, and to ensure sound controls around commissions, incentives, and client-facing investment programs

• Support sales compensation design, including quota methodology grounded in capacity analysis and incentive alignment with company goals

• Steward critical Revenue metrics (gross & net revenue, bookings, pipeline health & coverage, win rate, sales productivity, market demand, category/client performance); develop reporting and self-serve dashboards that give leadership real-time visibility into performance

• Contribute to board, investor, and executive materials, helping to develop the topline narrative and the story behind the numbers

• Champion process improvement and modern tooling – including AI-enabled forecasting, reporting, and analysis – to increase the speed and accuracy

• Embrace and uphold Ibotta's Core Values: Integrity, Boldness, Ownership, Teamwork, Transparency, & A good idea can come from anywhere

What We Are Looking For

• 8+ years of progressive experience in finance, with significant time in FP&A, strategic finance, or commercial/sales finance roles

• Direct experience partnering with revenue and sales organizations – you understand capacity planning, quota setting, pipeline management, and forecast discipline

• Expertise in revenue modeling and forecasting; able to build a forecast from unit-level drivers, not just trended dollars

• Experience presenting financial and sales analysis and recommendations to senior and executive leadership; strong executive communication and the ability to challenge assumptions constructively

• Advanced financial modeling skills; fluency with the modern finance and GTM tech stack (e.g., Salesforce, NetSuite, Databricks, Tableau/Looker)

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

About Ibotta ("I bought a...")

Ibotta (NYSE: IBTA) is a leading performance marketing platform allowing brands to deliver digital promotions to over 200 million consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop – all while paying only when their campaigns directly result in a sale. American shoppers have earned over $1.8 billion through the IPN since 2012. The largest tech IPO in history to come out of Colorado, Ibotta is headquartered in Denver, and is continually listed as a top place to work by The Denver Post and Inc. Magazine.

Additional Details:

• This position is located in Denver, CO and includes competitive pay, flexible time off, benefits package (including medical, dental, vision), Employee Stock Purchase Program, and 401k match. Denver office perks include paid parking, snacks, and occasional meals.

• Base compensation range: $150,000 - 170,000. Equity is included in the overall compensation package. This compensation range is specific to the United States labor market and may be adjusted based on actual experience. Total compensation for this role also includes a variable component in addition to base salary.

• Ibotta is an Equal Opportunity Employer. Ibotta’s employment decisions are made without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status.

• Applicants must be currently authorized to work in the United States on a full-time basis.

• Applicants are accepted until the position is filled.

• For the security of our employees and the business, all employees are responsible for the secure handling of data in accordance with our security policies, identifying and reporting phishing attempts, as well as reporting security incidents to the proper channels.