ജോലി വിവരണം

About The Role

We are seeking a Financial Planning & Analysis (FP&A) Analyst to collaborate closely with our Go-to-Market (GTM) teams including Sales, Marketing, and Customer Success. This role involves managing financial models and reports that link pipeline, bookings, and expenditures to our revenue and profit goals. Positioned at the convergence of Finance and GTM leadership, the analyst will translate operational data into financial insights, assisting the business in making informed and prompt investment decisions. Reporting to the head of FP&A, this position is integral to financial strategy.

Key Responsibilities

Within the first 3 months, familiarize yourself with the GTM organizational structure, systems, and monthly financial close and forecasting schedules.
Develop comprehensive GTM reporting, including monthly variance analyses, KPI dashboards, and budget versus actual reviews, in partnership with the FP&A Lead.
Build collaborative relationships with Sales, Marketing, and Customer Success leaders, participating in their planning and pipeline review meetings.
Understand sales compensation plans and budget assumptions for the current year.
Within 6 months, independently manage the complete GTM forecast cycle, covering headcount, commissions, and program spending.
Serve as the primary finance contact for GTM leaders, responding to their requests and proactively identifying risks and opportunities.
Produce first full board or quarterly business review (QBR) reports for GTM metrics.
Within 9 months, be ingrained as a trusted GTM advisor influencing decisions around hiring, territory design, and spend allocation.
Lead cross-functional data analyses from scratch, such as new segment economics, campaign ROI assessments, or commission plan redesign impacts.
Implement at least one process improvement to reduce manual effort or increase forecast accuracy.
Support pricing and packaging evaluation, deal desk economics, and new market or segment investment strategies.

Qualifications and Experience

Possess 2 to 5 years of experience in FP&A, investment banking, corporate finance, consulting, or Revenue Operations/Sales Finance, preferably within a SaaS or subscription model company.
Solid understanding of SaaS metrics such as ARR, CAC, LTV, and net/gross revenue retention and their effect on GTM success.
Advanced proficiency in Excel or Google Sheets for financial modeling; experience with FP&A or Enterprise Performance Management tools is advantageous.
Familiarity with Salesforce or similar CRM platforms, and capability to extract and verify pipeline and booking data.
Exceptional communication skills capable of converting financial data into clear, actionable insights for non-finance stakeholders.
Highly detail-focused with strong organizational abilities, capable of handling multiple deadlines simultaneously including monthly close, forecasting cycles, and board preparation.

Additional Information

This role may evolve with changing business needs, requiring flexibility and adaptability from the candidate.

What We Offer

Remote work flexibility allowing you to balance career and personal life from any location.
Biannual company offsite events to enhance team bonding and idea generation.
Generous and flexible paid time off for rest and rejuvenation.
Stock options as part of the total compensation package to share in company growth.
Dedicated home office budget to create a productive work environment.
Work-related travel budget to support professional development and collaborative workspaces.
Comprehensive health and dental insurance plans prioritizing employee well-being.

Company Overview

Clutch is a pioneering vertical SaaS company backed by Andreessen Horowitz (A16z) focused on transforming how Credit Unions engage with their members. Addressing the pressing need for affordable lending amid high household debt, Clutch empowers Credit Unions to function as FinTech lenders, responsibly serving over 130 million Americans. Through innovative technology and user-centric design, we deliver seamless digital experiences comparable to leading tech firms while revitalizing community-oriented credit union service traditions.

Equal Opportunity and Compliance

We are an equal opportunity employer, welcoming applications regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, veteran, or disability status. Our organization participates in E-Verify for employment eligibility verification.

Use of AI

We embrace AI as a valuable resource in the workplace and encourage creative use of AI tools post-hiring. However, during the interview process, candidates are requested to refrain from using AI tools to allow us to evaluate individual problem-solving and communication skills authentically.

Financial Analyst