[Hiring] Senior Financial Analyst, GTM OPEX @Human Interest

Role Description

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high-growth business, helping Americans save for their future. We are seeking a highly motivated Senior Financial Analyst to support the GTM (Go-to-Market) Finance function within the GTM FP&A team. The Go-To-Market team at Human Interest encompasses Sales, Partnerships, Marketing, Operations, and Customer Onboarding. Reporting to the Director of GTM Finance, this role will be a critical player, responsible for cross-functional efforts to support our public company readiness, building financial models for revenue forecasting, and collaborating with all levels of the organization to improve forecasting accuracy and financial reporting.

• Design, build, and maintain sophisticated models for GTM operating expenses: sales & marketing spend, headcount, compensation, commissions, revenue share, and programs and tooling across all go-to-market channels (Sales, Partnerships, Marketing, Operations, Onboarding).
• Own the variance analysis, identifying the root causes of budget-to-actual variances and translating them into actionable insights for leadership.
• Serve as a strategic finance business partner to GTM leaders and their teams, owning their budgets and headcount plans, driving spend accountability, and providing ad hoc analysis and budgetary support.
• Deliver actionable insights to inform key decisions and align capital allocation with the initiatives that carry the highest ROI.
• Provide data-driven insights and financial analysis to optimize sales & marketing efficiency, including CAC, payback period, and enable leadership to “see around the corner.”
• Move beyond manual spreadsheets by automating our core systems (Pigment, NetSuite, Snowflake, etc.) to ensure a single source of truth.
• Synthesize complex financial data into clear, compelling narratives on GTM spend and efficiency for Board of Directors decks, investor materials, and monthly business reviews.
• Create and monitor GTM efficiency and spend KPIs to measure performance against budget and key financial objectives.
• Partner with GTM and People teams on headcount and sales capacity planning, quota-carrying rep ramp, hiring pacing, and the fully-loaded cost of GTM growth.

Qualifications

• 3+ years of progressive FP&A experience, ideally within a high-growth SaaS or FinTech environment.
• Excel wizardry - ability to build robust financial models.
• Strong attention to detail and accuracy.
• High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment.
• Deep understanding of SaaS metrics (ARR, Churn, LTV/CAC, NRR) and how they flow through to the P&L.
• Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners.
• Ability to drive insights from large datasets - SQL experience a plus.
• Familiarity with NetSuite and Pigment is a plus.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.
• Top-of-the-line health plans, as well as dental and vision insurance.
• Competitive time off and parental leave.
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness.
• Lyra: Enhanced Mental Health Support for Employees and dependents.
• Carrot: Fertility healthcare and family forming benefits.
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt.
• Monthly work-from-home stipend; quarterly lifestyle stipend.
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.