Sr. Financial Analyst - FP&A - GTM Funnel and Product Lead Growth - West

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

Job summary

Join a forward-thinking company as a Senior Financial Analyst, where you'll lead financial insights into the lead funnel across marketing and product growth. This remote-eligible role allows you to collaborate with cross-functional teams, providing crucial analysis that drives financial decisions. With a focus on data-driven execution, you'll synthesize complex data into actionable insights and executive-ready presentations. If you're passionate about influencing better data processes and making a high-impact contribution, this opportunity is perfect for you!

Benefits

HSA

100% Employer-Paid Premiums

401k Match

Monthly Stipends

Comprehensive Insurance Coverage

Paid Holidays

Parental Leave

Volunteer Days

Professional Growth Opportunities

Teleworking Options

Qualifications

• 5+ years in FP&A or strategic finance, preferably in SaaS.
• Strong grasp of financial metrics like CAC and ROI.

Responsibilities

• Own financial analysis related to lead funnel performance.
• Build models connecting funnel data to financial outcomes.

Skills

Financial Analysis

Data Interpretation

SQL

Excel

Communication Skills

Data Visualization

Education

Degree in Finance

MBA or Advanced Degree

Tools

Tableau

Power BI

Looker

Planful

Adaptive Insights

Anaplan

Job description

Sr. Financial Analyst - FP&A - GTM Funnel and Product Lead Growth - West

Bellevue, WA, USA

Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.

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, preferably located near Bellevue, WA, 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 a 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.

Benefits include HSA, 100% employer-paid premiums, 401k match, monthly stipends, comprehensive insurance coverage, paid holidays, parental leave, volunteer days, professional growth opportunities, company perks, and teleworking options.

Salary range for US-based roles: $92,500 - $126,250 USD, with compensation determined by experience, skills, and location. Role may also include a market-competitive incentive opportunity.

Get to Know Us:

At Smartsheet, everyone is welcome — diverse backgrounds, ages, colors, and beliefs. We value nontraditional career paths and encourage applications from all qualified candidates. Join us to change how the world works!

Equal Opportunity Employer:

We are committed to an inclusive environment and provide equal employment opportunities regardless of race, ethnicity, gender, religion, or other protected categories. We welcome all applicants and are happy to accommodate interview preparations.