Principal Financial Analyst, GTM Expense Management
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Job Description
Principal Financial Analyst managing GTM budgets, forecasts, and cost efficiency for RSA, a trusted identity and access management provider. Partnering with Sales, Marketing, and Services leadership.
Responsibilities:
- Serve as the lead finance business partner for OpEx planning and management across Sales, Rev Ops, Marketing, Customer Support/Services, and Professional Services
- Own the annual budget and quarterly forecast process for GTM operating expenses, including headcount, T&E, programs, tools/software, and third-party spend
- Partner with department leaders and staff to build, monitor, and course-correct budgets throughout the year
- Analyze spend trends by function and cost center, identify variances against plan, and provide actionable commentary to leadership
- Build and manage reporting packages and dashboards giving GTM leaders visibility into spend against budget
- Drive cost-efficiency initiatives, including vendor/tool spend reviews, cost-per-function benchmarking, and savings opportunity identification
- Lead monthly and quarterly business reviews with GTM leadership, presenting expense performance, risks, and recommendations
- Partner with Accounting on accruals, reclasses, and month-end close activities related to GTM expenses
- Support ad hoc modeling and scenario planning for reorganizations, new program investments, and cost-reduction scenarios
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 6–9 years of experience in FP&A, financial analysis, or expense/cost management
- Experience ideally supporting Sales, Marketing, or Customer Success/Support organizations in a B2B SaaS or technology environment
- Advanced Excel and financial modeling skills
- Strong experience with BI tools such as Tableau or Power BI
- Experience with financial planning systems such as OneStream, Adaptive Insights, Anaplan, or Workday Adaptive Planning
- Experience with ERP systems such as NetSuite, Oracle, or SAP
- Ability to operate independently and act as a trusted advisor to senior, non-finance stakeholders
- Excellent communication and presentation skills, including experience presenting to VP/SVP-level leadership
- Strong analytical rigor, sound business judgment, and comfort navigating ambiguity
- Track record of driving process improvement and standardization across finance functions
- Must be legally authorized to work in the US
Benefits:
- Annual discretionary bonuses for eligible full-time, non-Sales US employees
- Flexible paid time off
- Health insurance
- Disability insurance
- Life insurance
- 401(k) retirement plan with company matching contributions
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