Clutch - Financial Analyst
Requirements
• 2–5 years of experience in FP&A, investment banking, corporate finance, consulting, or RevOps/Sales Finance, ideally at a SaaS or subscription-based company. • Strong grasp of SaaS metrics (ARR, CAC, LTV, NRR/GRR) and how they connect to GTM performance. • Advanced Excel/Google Sheets modeling skills; experience with FP&A/EPM tools a plus. • Familiarity with Salesforce or another CRM, and comfort pulling and validating pipeline/bookings data. • Excellent communication skills: able to translate financial analysis into clear, actionable recommendations for non-finance stakeholders. • Detail-oriented with strong organizational skills; comfortable managing multiple deadlines (monthly close, forecast cycles, board prep) simultaneously. • Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.
Responsibilities
• Learn our GTM structure, systems, and monthly close/forecast calendar. • Build GTM reporting (monthly variance analysis, KPI dashboards, and budget-vs-actual reviews) with support from FP&A Lead. • Build relationships with key Sales, Marketing, and Customer Success stakeholders and sit in on their team's planning/pipeline reviews. • Get up to speed on our sales compensation plans and current-year budget assumptions • Independently own the GTM forecast cycle end-to-end, including headcount, commissions, and program spend. • Be the primary finance point of contact for GTM leaders (e.g., a VP of Sales or Marketing), fielding their ad hoc requests and proactively flagging risks/opportunities in their numbers. • Deliver your first full board or QBR package section for GTM metrics. • Be fully embedded as a trusted advisor to GTM leadership, influencing decisions on hiring pace, territory/quota design, or spend allocation. • Lead a cross-functional analysis from scratch (e.g., new segment economics, campaign ROI deep-dive, or commission plan redesign impact). • Have implemented at least one process improvement that measurably reduces manual effort or improves forecast accuracy. • Support pricing/packaging analysis, deal desk economics, and new market or segment investment cases as needed.
Benefits
• Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly. • Remote Flexibility: • Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas. • Unforgettable Off-Sites: • Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation. • Paid Time Off: • Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package. • Stock Options: • Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working. • Work Trip Budget: • Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans. • Health Coverage: • Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions. • Clutch
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