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Sr. Finance Manager – GTM

Sr. Finance Manager – GTM

CompanyOlo
LocationRemote in USA, New York, NY, USA
Salary$118500 – $161500
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s Degree in Business, Finance, or Accounting (CFA a plus) or equivalent experience.
  • 8+ years of progressive experience in finance, strategic planning, investment banking, or related fields.
  • FP&A function experience is strongly preferred.
  • Excellent communication and interpersonal skills with a demonstrated ability to work in a fast-paced and dynamic environment.
  • Strong leadership and mentorship skills.
  • Highly proficient in financial analysis and model building.
  • Highly proficient in Excel, Powerpoint, Google Sheets/Slides.

Responsibilities

  • Operate as FP&A’s strategic thought partner to Go-To-Market (Sales, CX, Partner Ecosystem, Marketing) leadership, gathering insights into future revenue and product monetization opportunities by incorporating inputs into what-if scenarios/ad hoc analyses.
  • Collaborate with other FP&A, GTM Analytics, and Strategy partners to maintain and improve revenue forecast models, capturing all variables that can potentially impact revenue such as implementation timing, order volumes, upsells, churn, etc.
  • Evaluate GTM investments and derivative metrics to form data driven perspectives and propose P&L optimizing actions, and simplify and articulate narratives that outline easy to digest capital allocation strategies across wage and non-wage investments.
  • Investigate and communicate variances between Actuals and Forecast, while highlighting trends and potential risks and opportunities for Olo, then share findings with the CFO, Investor Relations, and other key stakeholders.
  • Support annual planning, budget, and forecast cycles with respect to Product planning.
  • Be a subject matter expert on customer acquisition/sales funnels and related SaaS performance metrics (LTV, CAC, Net Magic Number etc.), as well as customer engagement dynamics; understand, analyze, and communicate related market & channel trends.
  • Create ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI alongside a deep, recurring focus on understanding Marketing investments and benefits.
  • Assist in preparation of materials for Board of Director meetings and internal leadership meetings.

Preferred Qualifications

  • Restaurant or restaurant tech experience is a plus, but not required.