Senior Financial Analyst - GTM Funnel Analytics

Smartsheet Inc; Bellevue (WA); Remote; USD 92,000 - 127,000; Full time

Job summary

Smartsheet Inc is seeking a Senior Financial Analyst to join their FP&A team in Bellevue, WA. This role involves analyzing the lead funnel performance to guide financial decisions, requiring strong analytical skills, experience with large data sets, and excellent communication abilities. Candidates should have a degree in Finance or a related field and at least 5 years of experience in a data-focused finance role.

Benefits

HSA, employer-paid premiums for medical, vision and dental coverage

401k Match for employee contributions

Monthly stipend for work support

12 paid holidays per year

Up to 24 weeks of Parental Leave

Personal paid Volunteer Day

Access to Udemy online courses for professional growth

Company Funded Perks, including counseling membership

Teleworking options from any US location

Qualifications

• 5+ years of experience in FP&A, strategic finance, or data-focused finance role.
• Strong understanding of CAC, LTV, pipeline conversion, and ROI analysis.
• Excellent communication skills with technical and non-technical stakeholders.

Responsibilities

• Own financial analysis related to lead funnel, including performance evaluation.
• Build models and dashboards connecting funnel data to financial outcomes.
• Collaborate with cross-functional teams to ensure data alignment.

Skills

Financial analysis

Data visualization

SQL

Excel

Communication

Education

Degree in Finance, Economics, Statistics, Business or related field

Tools

Tableau

Power BI

Looker

Job description

Senior Financial Analyst - GTM Funnel Analytics

Bellevue, WA, USA

For over 20 years, Smartsheet has helped people and teams achieve–well, anything. From seamless work management to smart, scalable solutions, we’ve always worked with flow. We’re building tools that empower teams to automate the manual, uncover insights, and scale smarter. But more than that, we’re creating space– space to think big, take action, and unlock the kind of work that truly matters. Because when challenge meets purpose, and passion turns into progress, that’s magic at work, and it’s what we show up for everyday.

Smartsheet’s Finance team connects strategic vision with data-driven execution, empowering stakeholders to make high-impact decisions. We're looking for a curious and analytical Senior Financial Analyst to join our FP&A team and lead financial insights related to our lead funnel — spanning marketing and product-led growth. This is a high-visibility role that brings structure and strategy to ambiguous data sets, aligning financial resources with business opportunities across the customer acquisition journey.

This remote-eligible role reports to the Director of FP&A with a preference to be located near the Bellevue, WA Headquarters and must reside in the Pacific time zone.

You Will:

• Own financial analysis related to Smartsheet’s lead funnel across Marketing and Product-generated sources — evaluating funnel performance through a financial lens.
• Build models and dashboards that connect funnel data to financial outcomes, including bookings, CAC, pipeline conversion, and ROI.
• Provide forward-looking insights to guide marketing spend, customer acquisition strategies, and performance tradeoffs.
• Collaborate with cross-functional teams (Marketing, Product, Sales, BI) to interpret trends, create shared definitions, and ensure data alignment.
• Partner with FP&A leadership to support forecast inputs and scenario planning based on funnel and conversion assumptions.
• Guide process improvements around how lead funnel data is collected, structured, and used in financial planning.
• Synthesize findings into executive-ready insights, dashboards, and presentations that drive financial decisions.

You Have:

• A degree in Finance, Economics, Statistics, Business, or related field (MBA or advanced degree is a plus).
• 5+ years of experience in FP&A, strategic finance, or a data-focused finance role; SaaS industry experience preferred.
• Strong understanding of financial metrics such as CAC, LTV, pipeline conversion, and ROI analysis.
• Demonstrated experience working with large or messy data sets — and turning them into clear, business-relevant insights.
• Proficiency in SQL and Excel; experience with data visualization tools like Tableau, Power BI, or Looker is a plus.
• Familiarity with financial planning tools such as Planful, Adaptive Insights, or Anaplan.
• Excellent written and verbal communication skills — able to explain financial implications to both technical and non-technical stakeholders.
• A knack for influencing others and driving adoption of better data processes across teams.
• HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
• 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
• Monthly stipend to support your work and productivity
• US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
• US employees receive 12 paid holidays per year
• Up to 24 weeks of Parental Leave
• Personal paid Volunteer Day to support our community
• Opportunities for professional growth and development including access to Udemy online courses
• Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
• Teleworking options from any registered location in the U.S. (role specific)

Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity.

US Base Salary Pay Range

$92,500 - $126,250 USD

Get to Know Us:

At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together.

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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