Senior FP&A: GTM Revenue Strategy & Analytics

KBW Financial Staffing & Recruiting; Andover (MA); Hybrid; USD 110,000 - 125,000; Full time

Job summary

KBW Financial Staffing & Recruiting is seeking a Senior Strategic Financial Analyst to join the finance team in Andover, MA. The role partners with Sales and Business Development leaders on budgeting, forecasting, and strategic analysis, driving insights to influence senior management decisions.

You will lead complex financial modeling, collaborate with the GTM organization, and help build a more strategic, business-partner-focused finance function high-visibility role with opportunities for

Qualifications

• 3–6 years of progressive experience in FP&A, strategic finance, investment banking, private equity, management consulting, or a similar analytical environment.
• Strong understanding of sales/revenue and experience working with sales or commercial teams.
• Excellent financial modeling skills and advanced Excel capabilities.
• Proven ability to produce analysis that influences business decisions.
• Strong communication skills with the ability to explain complex financial information to senior, non-finance leaders.
• High emotional intelligence, strong business judgment, and the ability to respectfully challenge leadership.
• Self-directed, intellectually curious, and comfortable in a fast-paced environment.
• Experience with Power BI, Tableau, Looker, SQL, or Python is a plus.

Responsibilities

• Partner with VP-level and department leaders across Sales and Business Development on budgeting, forecasting, and financial planning.
• Serve as the primary finance partner for the GTM/revenue organization.
• Build complex financial models and conduct detailed analysis using advanced Excel.
• Answer strategic business questions and provide insights that help leadership make better decisions.
• Present financial analysis and recommendations to senior leadership.
• Work closely with the Head of Finance and FP&A team to continue building a more consultative finance function.

Skills

FP&A

Financial modeling

Advanced Excel

Communication

Business partnering

Tools

Power BI

Tableau

Looker

SQL

Python

Job description

KBW Financial Staffing & Recruiting is seeking a Senior Strategic Financial Analyst to join the finance team in Andover, MA. The role partners with Sales and Business Development leaders on budgeting, forecasting, and strategic analysis, driving insights to influence senior management decisions.

You will lead complex financial modeling, collaborate with the GTM organization, and help build a more strategic, business-partner-focused finance function high-visibility role with opportunities for