Finance & Planning Analysis Manager

What you'll do

• Help drive and update the Monthly and Quarterly Revenue Forecast and Annual Strategic Plan processes
• Identify and highlight business risks and opportunities specific to revenue
• Improve sales and business processes through the development and implementation of key metrics, dashboards, and automated tools
• Build detailed financial models that track and analyze functional costs and their impact on the company’s overall performance
• Work across Finance and Business teams to support the Long-Term Strategic Planning and Budget processes
• Build positive and deep business partner relationships across the organization
• Own the annual plan, quarterly reforecasts, and weekly pipeline-to-revenue bridges for Sales, Customer Success, and Marketing
• Analyze advertiser and publisher cohort behavior, spend concentration, and supply-path economics
• Build self-service dashboards in partnership with Data/BI on top of Salesforce, the ad server/DSP logs, and the data warehouse
• Partner with buy-side leadership on advertiser and agency economics including working media vs. fees, DSP take-rate, agency rebates, MSA tiers, minimum spend commitments, and managed-service margin
• Partner with sell-side leadership on publisher economics including SSP take-rate, revenue share, sequential liability exposure, supply-path optimization impact, curation/marketplace deal economics, and ad-quality/MFA risk on yield
• Model the end-to-end ad-dollar waterfall from advertiser spend to publisher payout; quantify margin leakage, fee compression, and the P&L impact of supply-path optimization, bid shading, and identity/signal-loss scenarios
• Improve the GTM data stack including Salesforce, BI tools (Looker/Tableau), AI tools (Claude, ChatGPT), and EPM tools (Anaplan, Pigment, Adaptive)

Requirements

• 5–8 years of progressive FP&A, investment banking, consulting, or corporate finance experience, including 2+ years supporting a GTM organization, preferably in Digital Advertising, eCommerce or Enterprise SaaS sectors
• Strong financial and operational planning skills
• Proven experience and knowledge of accounting concepts and financial statement construction
• Hands-on, creative approach to financial modeling and building business decision support tools
• Experience with large data set manipulation
• Ability to multi-task effectively while working with cross functional stakeholders
• Ability to work independently and keep pace with deadlines
• Positive attitude and interest in learning new things
• Strong interpersonal and communication skills
• Proven ability to influence senior commercial leaders and translate financial analysis into clear recommendations
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related quantitative field

Tech stack

Benefits