GTM Planning Performance & Modeling Senior Associate

Posted An Hour Ago
Be an Early Applicant
42 Locations
In-Office
96K-144K Annually
Senior level
Professional Services • Financial Services
The Role
Build and maintain financial and operational models and dashboards linking GTM activity to pipeline and revenue. Perform scenario and variance analyses, produce executive-ready narratives, support cross-functional data integration, and drive improvements to reporting, forecasting, and analytical processes.
Summary Generated by Built In

Grant Thornton is seeking a GTM Planning Performance & Modeling Senior Associate to join the team. Approve office locations can be found below.

As a Senior Associate within the GTM Operations & Modernization team, you execute and support the quantitative and analytical backbone of GTM planning and performance management. This role focuses on financial modeling, performance measurement, and data-driven insight generation that connects GTM investments, activities, and outcomes to pipeline and revenue impact.

This role serves as a key partner to GTM Planning, GTM Financial Management, and GTM Business Insights teams, ensuring that enterprise GTM priorities are grounded in data, translated into structured insights, and supported through consistent modeling and reporting. You will build and maintain models, dashboards, and analyses that enable visibility into performance, trade-offs, and forward-looking decisions, while also owning the deployment of new models into team workflows, gathering feedback from stakeholders, and continuously improving outputs based on evolving needs and usage.

In addition to supporting core modeling and reporting needs, this role is a core member of the GTM Operations & Modernization team and will take on a rotating portfolio of projects and stakeholder requests as priorities evolve. Expect the role to flex across modeling, dashboarding, performance measurement, structured problem-solving, narrative development, and change management balancing recurring deliverables with project-based work that strengthens GTM’s analytical maturity.

You will operate across a global set of GTM, Sales, and Marketing stakeholders, connecting data, analysis, and insights across functions to support a consistent view of GTM performance. In this role, you will:

  • Build and maintain financial and operational models
  • Develop dashboards and reporting that connect GTM activity to pipeline and revenue outcomes
  • Translate analysis into structured, executive-ready narratives
  • Support cross-functional analytical workstreams and special projects
  • Provide visibility into performance, trends, and trade-offs to inform decision-making

Your Day-to-Day May Include:

Financial Modeling & Forecasting

  • Build and maintain financial and operational models that support GTM planning, forecasting, and investment decisions
  • Execute scenario analyses to evaluate trade-offs across spend, prioritization, and resourcing
  • Support forecasting efforts by integrating inputs from Planning, Financial Management, and business stakeholders
  • Develop models that connect marketing activity, pipeline, and revenue outcomes
  • Maintain and enhance existing models based on evolving requirements and feedback

Performance Measurement & Dashboarding

  • Develop dashboards that provide visibility into GTM performance across investment areas
  • Support tracking of actuals vs. plan, highlighting variances and key drivers
  • Enable drill-down views and reporting structures that support different stakeholder needs
  • Partner with Business Intelligence and Customer Platform teams to ensure data accuracy, consistency, and usability across various data sources (e.g., CRM, CMS, ClickUp)
  • Improve reporting structures and outputs to enhance clarity and decision usefulness

Data Integration & Analytical Structuring

  • Connect data across GTM, Sales, Marketing, and Finance sources into structured analytical outputs
  • Apply consistent definitions, logic, and assumptions across models and reporting
  • Support efforts to unify reporting definitions, structures, and outputs across global platform firms to enable consistent cross-market visibility
  • Translate defined business questions into structured analyses and outputs
  • Identify gaps in data availability or quality and propose practical improvements
  • Support the development of repeatable analytical frameworks and processes

Executive Reporting & Narrative Development

  • Translate complex analyses into clear, structured narratives that highlight key themes, drivers, and implications
  • Develop executive-ready materials (e.g., slides, summaries, dashboards) that communicate insights effectively
  • Organize outputs into logical storylines to support decision-making discussions
  • Iterate on narratives based on feedback from GTM Planning and leadership to ensure alignment with messaging and priorities
  • Surface options, scenarios, and implications—escalating trade-offs to decision owners

Decision Support & Cross-Functional Collaboration

  • Provide analytical support to GTM Planning and Financial Management to inform key decisions
  • Support evaluation of GTM initiatives, campaigns, and investments through data-driven insights
  • Partner with stakeholders across GTM, Sales, Marketing, and Finance to gather inputs and align outputs
  • Contribute to governance forums and working sessions by preparing structured analytical inputs
  • Respond to ad hoc analytical requests, balancing speed, accuracy, and clarity

Operational Discipline & Continuous Improvement

  • Strengthen modeling and reporting processes by improving templates, tools, and documentation
  • Identify opportunities to reduce manual work and improve scalability of analytics
  • Standardize outputs to ensure consistency across reporting and decision-making
  • Contribute to modernization efforts that enhance GTM’s analytical capabilities
  • Support development of repeatable processes for forecasting, variance analysis, and performance tracking

 

You Have the Following Technical Skills and Qualifications:

Experience

  • Bachelor’s degree in Business Administration, Finance, Economics, Analytics, or related field

  • 2–4 years of experience in analytics, financial modeling, or business operations, with demonstrated experience building models or dashboards (not just maintaining or updating existing outputs)

Core Modeling & Analytical Capability 

  • Demonstrated experience building multi-input financial or operational models and conducting scenario analysis to evaluate trade-offs and outcomes
  • Ability to translate loosely defined requirements and ambiguous problems into structured analytical outputs, including models, dashboards, or reporting frameworks
  • Demonstrated ability to iterate, improve, and document models, assumptions, and methodologies so outputs can be maintained and extended by others
  • Strong attention to detail with the ability to ensure accuracy, consistency, and integrity across models and reporting outputs
  • Translate analysis into structured narratives

Data & Tooling Experience 

  • Advanced Excel skills with the ability to build financial models, conduct scenario analysis, and support dynamic reporting

  • Experience using business intelligence tools (e.g., Power BI, Tableau) to develop dashboards and communicate insights

  • Experience with workflow automation tools (e.g., Power Automate) to streamline model deployment, reporting processes, and data workflows preferred

  • Experience working with pipeline, revenue, or CRM-derived datasets preferred

  • Knowledge of professional services industry, go-to-market models, sales processes, and marketing performance measurement preferred

 

Ways of Working

  • Excellent communication and presentation skills with the ability to influence stakeholders across different levels

  • Comfort working in ambiguity and shifting priorities, with a track record of independently structuring work and driving outcomes across multiple workstreams

  • Ability to break down complex or undefined problems into component parts and develop a clear path forward

The base salary range for this position is between $96,000 and $144,000. Placement within the pay range is at Grant Thornton’s discretion, and it is based on multiple factors, including but not limited to, job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.

About UsAt Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It’s what makes us different, and we think being different makes us better. 

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services.

In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the TeamThe team you’re about to join is ready to help you thrive. Here’s how:
• Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site. 
• Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. 
• We understand that your needs, responsibilities and experiences are different — and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at www.gt.com/careers
• When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we’re taking action for diversity, equity & inclusion at www.gt.com/careers

Here’s what you can expect next: 
If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at www.gt.com/careers

Benefits:
We understand that your needs, responsibilities and experiences are different, and we think that’s a good thing. That’s why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: https://www.grantthornton.com/careers/rewards-and-benefits
  • Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.
  • Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. 
Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.

Additional Details:       
It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. 

Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact [email protected]

For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

For Massachusetts Applicants only:  It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.

Skills Required

  • Bachelor's degree in Business Administration, Finance, Economics, Analytics, or related field
  • 2-4 years experience in analytics, financial modeling, or business operations
  • Experience building multi-input financial or operational models and performing scenario analysis
  • Advanced Excel skills for dynamic financial modeling and reporting
  • Experience using business intelligence tools (Power BI, Tableau) to develop dashboards
  • Experience with workflow automation tools (e.g., Power Automate)
  • Experience working with pipeline, revenue, or CRM-derived datasets
  • Strong communication and presentation skills; ability to translate analysis into executive-ready narratives
  • Ability to translate ambiguous requirements into structured analyses and document models and assumptions
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The Company
HQ: Chicago, IL
13,711 Employees
Year Founded: 1924

What We Do

Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to help public and private organizations of all sizes take on today’s challenges. But what sets us apart isn’t just what we do – it’s how we do it. Here, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. It’s how we challenge the expectations of business and empower our people and clients to do it, too. One thing we won’t do? Grant Thornton LLP will never request money or any form of payment for services via social media. Please report any concerns at 1-800-810-3503. "Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see grantthornton.com for further details.

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