Lead FP&A Analyst

Socket.dev; United States; On-site; USD 93,000 - 148,000; Full time

Benefits offered by this job

Health, dental & vision benefits

401k contribution

Paid time off

Job summary

Motive is seeking a Lead FP&A Analyst to join our GTM Finance team. You will translate business performance into insights, support disciplined planning, and help leaders make data-driven decisions on growth, efficiency, and investments.

You will partner with GTM leaders, manage forecasting processes, and develop models covering headcount, expenses, and key metrics like pipeline and conversion. Strong analytical skills and an AI-enabled mindset are essential.

Qualifications

• 4+ years of experience in FP&A, finance, or related analytical field.
• Strong financial modeling and advanced Excel/Google Sheets skills (HEX a plus).
• Experience with forecasting, budgeting, variance analysis, scenario modeling, and executive reporting.
• Ability to connect financial results to operational drivers and explain analysis clearly.

Responsibilities

• Own monthly, quarterly, and annual forecasting for GTM functions.
• Lead budget-versus-actuals analysis and communicate actionable recommendations.
• Build models for headcount, OPEX, and GTM investments.
• Partner with leaders on annual plans, quarterly outlooks, and scenario analyses.
• Develop GTM metrics understanding (pipeline, retention, churn, sales efficiency).
• Prepare executive-ready reports for leadership reviews and board-related requests.
• Reconcile data across systems and improve data quality and control.
• Support headcount planning and capacity modeling across GTM.
• Create dashboards and automate FP&A processes to scale workflows.
• Collaborate with Accounting, Data, Revenue Ops, People, and Corporate FP&A.
• Provide ad hoc analysis for strategic initiatives.

Skills

Financial modeling

Excel

Google Sheets

Forecasting

Budgeting

Variance analysis

Scenario modeling

Executive reporting

Stakeholder management

AI-enabled analysis

Tools

Salesforce

NetSuite

Pigment

Snowflake

Tableau

SQL

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 nearly 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 looking for a Lead FP&A Analyst to join our GTM Finance team and serve as a trusted finance partner to Go-To-Market leadership. This role will translate business performance into clear insights, support disciplined planning and forecasting, and help leaders make better decisions about growth, efficiency, capacity, and investment.

The ideal candidate combines strong financial modeling and analytical skills with sound business judgment. You will work across GTM functions, with exposure to senior leadership and opportunities to influence how the business plans and measures performance.

What You'll Do:

• Own monthly, quarterly, and annual forecasting processes for assigned GTM functions.
• Lead budget-versus-actuals analysis, identify key drivers, and communicate actionable recommendations to business partners.
• Build and maintain financial models covering headcount, operating expenses, and other GTM investments.
• Partner with functional leaders to develop annual plans, quarterly outlooks, and scenario analyses.
• Develop a deep understanding of GTM operating metrics, including pipeline, retention, churn, implementation activity, and sales efficiency metrics.
• Prepare recurring reporting and executive‑ready materials for leadership reviews, operating meetings, and board‑related requests.
• Reconcile financial and operational data across systems, investigate discrepancies, and improve data quality and control.
• Support headcount planning, hiring analysis, capacity modeling, and workforce investment decisions across GTM.
• Create and improve dashboards, reporting tools, and analytical processes that make performance easier to understand and act on.
• Identify opportunities to automate manual workflows and improve the scalability, accuracy, and timeliness of FP&A processes.
• Collaborate with Accounting, Data, Revenue Operations, People, and Corporate FP&A to align assumptions, definitions, and reporting.
• Provide ad hoc analysis and decision support for strategic initiatives, investment cases, and other business priorities.

What We're Looking For:

• 4+ years of experience in FP&A, finance, investment banking, consulting, business operations, or a related analytical field.
• Strong financial modeling skills and advanced proficiency in Excel and Google Sheets. (Experience with HEX a plus as well)
• Experience with forecasting, budgeting, variance analysis, scenario modeling, and executive reporting.
• Ability to connect financial results to operational drivers and explain complex analysis clearly to non‑finance stakeholders.
• Experience partnering with senior business leaders and constructively challenging assumptions when appropriate.
• Strong analytical, problem‑solving, organizational, and project‑management skills.
• Comfort working with large, imperfect datasets and reconciling information across multiple systems.
• Excellent written and verbal communication skills.
• High ownership, sound judgment, attention to detail, and a bias toward practical, decision‑useful analysis.
• An AI‑native mindset and history of utilizing AI to improve workflows.

Preferred qualifications:

• Experience in a high‑growth SaaS, technology, or subscription‑based business.
• Familiarity with SaaS and GTM metrics, including ARR, retention, churn, bookings, pipeline, capacity, and productivity.
• Experience with systems such as Salesforce, NetSuite, Pigment, Snowflake, Tableau, or SQL‑based analytics environments.
• Experience supporting Sales, Marketing, Implementation, Customer Success, or other post‑sales organizations.
• Experience building scalable reporting, dashboards, or automated planning workflows.

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. Motive uses three geographic zones to determine pay range. For this role, the compensation ranges are:

San Francisco, California: $107,000 - $148,000 USD

U.S. metropolitan areas: Los Angeles, San Diego, New York City Area, Seattle, Washington D.C.: $93,000 - $128,000 USD

Other locations in the United States: $93,000 - $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.

Please review our Candidate Privacy Notice here.

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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.

All job postings are for existing vacancies. Please note; some interviews or new‑hire training sessions may be held in person at one of our global offices.