Marketing FP&A Partner (SaaS) for Growth & ROI

United States Digital Space LLC; Bellevue (CA); On-site; USD 104,000 - 161,000; Full time

Benefits offered by this job

Equity

Bonus

Health insurance

Dental insurance

Vision insurance

401(k)

Flexible spending account

Paid leave

Job summary

The World’s Identity Company is seeking a Senior Financial Analyst to join our Finance team as a dedicated business partner to the Marketing organization. You will be the financial co-pilot for the CMO team, shaping ROI-based decisions and ensuring efficient capital deployment to drive pipeline and revenue.

You will partner with Marketing Leadership & Operations to forecast, model, and present insights, manage budgets, headcount, and variance analysis, and support executive-level reporting.

Qualifications

• 3–5+ years of FP&A, strategic finance, or investment banking experience (SaaS/Software preferred).
• Advanced Excel/Google Sheets and PowerPoint/Slides used to build complex models and exec-ready decks.
• Ability to distill complex financial data into clear, actionable narratives for non-finance leaders.

Responsibilities

• Partner with Marketing to manage budget-related questions and build strategic relationships with budget owners.
• Lead monthly and quarterly forecasting cycles for Marketing Opex and Headcount; review and approve POs and spend.
• Collaborate with Recruiting, Chief of Staff, and HR to align headcount forecasts with the approved plan.
• Prepare and present monthly Budget vs. Actual decks and support QBRs, Ops Reviews, and leadership meetings.
• Model ROI, CAC, LTV, and other marketing metrics; support pipeline forecasting and funnel analysis.

Skills

Financial modeling

Advanced Excel/Google Sheets

Executive presentations

Budgeting & forecasting

Communication

Time management

AI proficiency

Tools

Anaplan

NetSuite

Coupa

Salesforce

Workday

Tableau

Job description

The World’s Identity Company is seeking a Senior Financial Analyst to join our Finance team as a dedicated business partner to the Marketing organization. You will be the financial co-pilot for the CMO team, shaping ROI-based decisions and ensuring efficient capital deployment to drive pipeline and revenue.

You will partner with Marketing Leadership & Operations to forecast, model, and present insights, manage budgets, headcount, and variance analysis, and support executive-level reporting.