Senior Analyst, Strategic Finance

We’re looking for a Senior Analyst, Strategic Finance to join our finance team and help build a scalable and data-informed foundation for growth across the company. In this highly cross-functional role, you'll support both accounting and go-to-market (GTM) operations by improving core reporting systems, driving financial insight, and enabling stronger decision-making across departments.

This is a hybrid position, 3x/week in our San Francisco office.

You will:

Own Strategic Planning & Forecasting

• Partner with senior leadership to develop long-term plans, annual budgets, and rolling forecasts
• Own first-pass modeling for quarterly sales forecasts and cash flow scenarios
• Help build the company’s MD&A and internal financial reporting frameworks

Drive Financial Modeling & Analysis

• Build and maintain financial models for evaluating new product launches, pricing strategies, and GTM performance
• Analyze financial and operational data to surface actionable insights and optimize key processes
• Lead marketing spend and campaign ROI analysis

Strengthen Cross-Functional Support

• Collaborate closely with GTM, Marketing, Product, Accounting, and HR to align on goals and support data-driven decisions
• Build reporting tools in Power BI to support Sales Ops, FP&A, and Accounting workflows
• Streamline sales compensation and variable pay processes to reduce errors and speed up close timelines

Optimize Finance Systems & Processes

• Help implement scalable financial systems and reporting workflows using tools like Pigment, Snowflake, SQL, and Salesforce
• Support accounting close by improving timing of key journal entries and automating monthly workflows
• Take over legacy updates in financial dashboards and build out standardized department reporting

Qualifications:

Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.

• 3+ years of experience in strategic finance, FP&A, consulting, Big 4 advisory, or accounting, ideally with exposure to both corporate finance and GTM functions
• Self-starter with a strong ownership mindset — able to take initiative, work independently, and drive projects forward without constant direction.
• Proven track record of building financial models and working cross-functionally to drive business impact
• Proficiency in SQL, Power BI, and modern financial planning tools (Pigment experience is a plus)
• A detail-oriented and collaborative approach to work—you’re just as comfortable fixing a spreadsheet as you are presenting insights to leadership
• Strong communication skills and a comfort level with ambiguity in a fast-growing, dynamic environment

Benefits:

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

• Medical, Dental and Vision Insurance
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Compensation:

• Our base pay range starts at $110,000 -$125,000 for this role
• Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan
• Offers will be reflective of the candidate’s location and experience.