Senior Financial Analyst, GTM

Company Description

Therapy Brands is the leading healthcare technology partner for mental, behavioral, and rehabilitative therapy. Our purpose-built and all-in-one practice management, data, and billing solutions drive exceptional clinical and financial outcomes. 

Thousands of therapy practices rely on us as a trusted partner, to make their lives simpler and more efficient, improve revenue, and enable them to focus on patient care.

For more information, explore our solutions at therapybrands.com. 

Job Description

The FP&A team’s mission is to operate as an essential Business Partner to Therapy Brand’s Leaders by offering strategic & financial analysis, and by delivering the best possible insights and recommendations for decision-making.

As a GTM Senior Financial Analyst in FP&A, you will be a key member of the GTM Finance team and aim to continuously improve towards the following goals:

• Establish trust and deliver value through accurate, timely, and relevant reporting, analysis, and forecasting.
• Develop a deep understanding of our Leader’s business needs so the FP&A team can help them decide, plan, and execute their mission.
• Work cross-functionally to improve our processes and systems so they can enable fast, in-depth, and accurate insight.

PRIMARY RESPONSIBILITIES OF THIS POSITION:

As a GTM Senior Financial Analyst, you will:

• Be involved in planning, tracking, and monitoring the business across various Sales and Marketing segments of the organization.
• Use key SaaS metrics and Sales & Marketing analytics to build reports, conduct analysis, and derive insight for business leaders.
• Build and own financial forecast models, understand deviations in performance of actuals, and communicate recommendations to drive strategy and operational rigor.
• Help shape the go-to-market strategy and help to set bookings target based on analysis.
• Prepare weekly, monthly, and quarterly reporting for both the Sales and Marketing Organizations.
• Communicate variances to plan/budget to business partners and other key stakeholders.
• Analyze business results providing advice on the financial impact of operating decisions.
• Support the month/quarter-end close process including reviewing bookings & revenue entries, ensuring accurate financial results, and providing variance analysis.
• Proactively identify actionable insights and suggest recommendations to influence the direction of the business.
• Drive process improvements for greater efficiency and accuracy.
• Use key data sources and tools (Salesforce, Hubspot, Adaptive) to build, update, and improve models and analytics to identify areas of risk and opportunity.
• Prepare dynamic excel templates to measure & report GTM productivity and efficiency metrics to drive continuous improvement.
• Help business leaders and their team conceive of and plan for a more effective, scalable, and sustainable approach to GTM strategy development, planning, operations, and execution through best-in-class business intelligence, modelling, and reporting.
• Assist with ad hoc strategic and operational projects as needed.
• Be curious with strong desire to drive issues to root cause, such as in the explanation of key variances between actuals and plans / forecasts.
• Supports the FP&A team leadership in transferring knowledge and mentor junior members of the team.

Qualifications

• Bachelor’s Degree(s) and advanced degree(s) preferred with a concentration in Accounting, Finance, Engineering, Business, Business Analytics, or related fields
• 3+ years of related experience in Financial Planning & Analysis or Sales and Marketing Operations.
• 3+ years of experience as an advanced user of Salesforce and other GTM tech stack solutions such as Outreach.io, HubSpot, 6sense.
• Strong analytical, problem solving, and decision-making skills required to evaluate alternatives and provide recommendations on business issues.
• Expert level proficiency in Excel; comfortable working with Power Query, macros, nested formulas, etc.
• Proficiency in PowerPoint; can easily create and edit professional corporate PowerPoint decks.
• PowerBI, SQL, DAX, and/or Python experience strongly preferred.
• Proactive and takes initiative, willing to do whatever it takes to get the job done.
• Highly collaborative team player with the ability to work with members of the FP&A team, and cross functionally with divisional leaders.
• Ability and strong desire to work in and learn dynamic financial systems.
• Possesses strong attention to detail and accuracy.
• Detail oriented with strong organizational skills and ability to self-review work