Lead Financial Analyst - Marketing

Rocket Lab; United States; Remote; USD 83,000 - 128,000; Full time

Job summary

A leading company in the SaaS space seeks a data-driven finance professional for its FP&A team. The role involves providing financial insights to enhance growth within the Marketing organization, with significant responsibilities including forecasting, reporting, and partnering with leadership to drive marketing effectiveness. This position offers a competitive salary between $83,000 and $128,000, with substantial opportunities for professional growth.

Benefits

Health, pharmacy, optical and dental care benefits

Paid time off

401k contribution

Short and long term disability coverage

Life insurance

Qualifications

• 3+ years of experience in a highly analytical role.
• Strong understanding of GAAP accounting.
• Experience with high-growth SaaS or technology companies preferred.

Responsibilities

• Lead financial processes including variance analysis and forecasting.
• Support monthly, quarterly, and annual planning processes.
• Analyze financial performance metrics related to marketing.

Skills

Analytical skills

Financial modeling

Forecasting

Interpersonal skills

Process improvement

Education

Degree in Finance, Consulting, or related field

Tools

SQL

Tableau

Snowflake

Pigment

Job description

Who we are:

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

Motive serves more than 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

Visit gomotive.com to learn more.

About the Role:

We are seeking a dynamic and data-driven finance professional to join our FP&A team. In this critical role, you'll provide actionable financial insights that directly drive growth and efficiency within our Marketing organization. You'll have significant exposure to C-level leadership and a unique opportunity to shape the financial strategy for a rapidly growing SaaS business, directly contributing to our customer acquisition and revenue growth.

In this role, you will partner closely with Marketing leaders to analyze financial performance, refine forecasts, and ensure disciplined budget management for all marketing initiatives. You'll also drive improvements in efficiency metrics related to marketing spend, oversee marketing headcount reporting and planning, and build scalable financial models to guide decision-making for marketing investments.

What You'll Do:

• Lead financial processes, including variance analysis, reporting, and forecasting. Provide guidance to marketing business partners to strengthen overall financial capabilities.
• Support our monthly, quarterly, and annual planning processes. Partner with Marketing leadership to create a financial forecast and prepare review materials for executives.
• Analyze current and past trends in marketing financial & operational data (e.g., campaign ROI, customer acquisition cost, marketing spend by channel), then provide actionable insights to management.
• Create, maintain, and review complex financial models in Excel/Google Sheets as well as Pigment, ensuring accuracy and adaptability.
• Build, maintain, and assist with delivering management reporting, including budget vs. actual materials, dashboards, and board materials.
• Conduct ad-hoc financial analysis and scenario planning to address evolving business needs, evaluate new marketing initiatives, and support strategic discussions.
• Identify, prioritize, and implement process improvements and automation.

What We're Looking For:

• 3+ years of experience in a highly analytical role within Finance, Consulting, Investment Banking, or a related field.
• Strong understanding of GAAP accounting and key non-GAAP metrics.
• Background in high-growth SaaS or technology companies is a strong plus, with familiarity in key SaaS metrics like ARR, churn, LTV, and CAC.
• Experience supporting a public company is a plus.
• Excellent modeling and forecasting skills.
• Demonstrated ability to think strategically, prioritize competing initiatives, and deliver results in a fast-paced environment.
• Exceptional interpersonal and leadership skills to foster strong business partnerships and build alignment across teams.
• Strong commitment to continuous learning, process improvement, and adaptability in a fast-paced environment.
• Experience with SQL, Tableau, Snowflake, and Pigment is a plus

Pay Transparency
Your compensation may be based on several factors, including education, work experience, and certifications. For certain roles, total compensation may include restricted stock units. Motive offers benefits including health, pharmacy, optical and dental care benefits, paid time off, sick time off, short term and long term disability coverage, life insurance as well as 401k contribution (all benefits are subject to eligibility requirements). Learn more about our benefits by visiting Motive Perks & Benefits.

The compensation range for this position will depend on where you reside. For this role, the compensation range is:

United States

$83,000—$128,000 USD

Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

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The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive's policy to require that employees be authorized to receive access to Motive products and technology.

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