Remote Sales FP&A Lead: GTM Strategy & Forecasting

Zoom; Dover (DE); Hybrid; USD 88,000 - 107,000; Full time

Job summary

Zoom is seeking an experienced FP&A professional to own forecasting, planning, and performance management for bookings, ARR, and retention across our product portfolio in a large enterprise SaaS environment. This role partners with Sales leadership and cross-functional teams to turn data into strategic decisions that move the business forward.

You will lead annual/quarterly planning, build dashboards, and provide insights for executive updates and board reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–7 years FP&A experience, including 3+ years in Sales Finance supporting commercial or field sales in tech/SaaS/B2B.
• Proficiency in SQL, Excel or Google Sheets, and BI tools (Tableau/Looker/Power BI); Salesforce experience.
• Strong analytical and financial modeling; ability to synthesize large data sets into actionable insights.
• Excellent communication and storytelling; able to present to sales leadership and executives.

Responsibilities

• Partner with Sales leadership and Product GMs to deliver financial insights for strategic decisions and GTM priorities.
• Lead annual and quarterly planning, align revenue targets, bookings forecasts, and investment plans.
• Own forecasting and performance for bookings, ARR, and retention by product line; identify trends and opportunities.
• Build and maintain dashboards, scorecards, and KPI reporting for pipeline, rep productivity, and cross-sell performance.
• Conduct deep-dive analyses on sales performance, funnel health, and forecasting accuracy for leadership.
• Support QBRs and board-level reporting on GTM and product sales performance.
• Improve and scale FP&A processes, tools, and systems in partnership with Finance.

Skills

FP&A experience

Sales finance

SQL

Excel/Google Sheets

BI tools (Tableau/Looker/Power BI)

Salesforce CRM

Analytical skills

Communication skills

Multitasking

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Tableau

Looker

Power BI

SQL

Excel/Google Sheets

Salesforce

Job description

Zoom is seeking an experienced FP&A professional to own forecasting, planning, and performance management for bookings, ARR, and retention across our product portfolio in a large enterprise SaaS environment. This role partners with Sales leadership and cross-functional teams to turn data into strategic decisions that move the business forward.

You will lead annual/quarterly planning, build dashboards, and provide insights for executive updates and board reporting.