The Senior Financial Analyst, GTM/Sales Finance at Lumin Digital is responsible for leading financial planning, analysis, and reporting to support the firm’s go-to-market (GTM) strategy, sales, and marketing functions. The role provides key insights into financial health by tracking key performance indicators (KPIs) and developing models to optimize pricing, marketing, and staffing decisions. The Analyst collaborates with the CFO, Director of FP&A, and GTM leadership to drive financial efficiency and support decision-making for the company’s growth.
Essential Functions, Responsibilities, Experience:
Lead forecasting, budgeting, and variance analysis for Sales, Marketing, and Delivery departments, ensuring alignment with company-wide goals.
Build and maintain gross margin models by revenue stream and customer.
Track and report on KPIs such as ARR, CAC, LTV, churn rates, renewal rates, and sales efficiency metrics.
Refine sales pipeline analysis processes, quota attainment metrics, and customer acquisition efficiency.
Benchmark SaaS and GTM metrics to identify performance-enhancement areas.
Collaborate with GTM leadership to develop financial models that evaluate pricing, promotions, and market-entry strategies.
Analyze market data and competitive landscapes to identify risks and opportunities that impact GTM initiatives.
Develop standardized financial reporting for Sales, Marketing, and Delivery functions to support decision-making.
Identify opportunities to automate financial reporting, budgeting, and forecasting processes to reduce manual effort and increase accuracy.
Perform other duties as assigned.
Growth Opportunities:
30 Days: Gain a thorough understanding of Lumin Digital’s GTM strategy, key financial models, and current reporting processes. Begin collaborating with GTM leadership on financial planning.
90 Days: Take part in financial reporting and analysis for the GTM and Sales functions, providing data-driven insights that influence strategy and decision-making.
1 Year: Drive process improvements in financial planning, automation of reporting, and collaboration on pricing models that directly impact revenue growth and profitability.
Knowledge, Skills, & Abilities:
5+ years of financial analysis experience, with at least 2 years supporting GTM, Sales, or Marketing functions, ideally in a SaaS or FinTech environment.
Strong understanding of SaaS metrics (e.g., ARR, MRR, CAC, LTV).
Proven experience in financial modeling, forecasting, and process improvement.
Exceptional communication skills, with the ability to simplify complex financial data for decision-making.
Ability to build collaborative partnerships across teams and establish consensus on key financial strategies.
Proficiency in financial modeling tools such as Google Sheets, Microsoft Excel, and Sage Intacct; experience with BI tools and data visualization is a plus.
Education:
Required: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
Physical Demands:
While performing the duties of this Job, the employee is regularly required to sit; use hands to type, handle, or feel and talk or hear
Specific vision abilities required by this job include close vision
Ability to occasionally lift/move up to 25 pounds
Individuals with a disability who are otherwise able to perform the essential functions of the job may request reasonable accommodation through the Human Resources department.
Travel:
Minimal, generally 12 days or less per year, ~2X team get togethers a year
LIFE AT LUMIN DIGITAL
Lumin Digital is a fintech company specializing in digital banking solutions. Through a fundamentally different approach to technology, service, and people, we’re creating the next generation of financial solutions each and every day. Lumin helps banks and credit unions build and deploy next-gen digital experiences that help to continually serve, engage, and grow their membership base. While other platforms are partially adapted or retrofitted for the cloud, Lumin is 100% cloud-native. It was built specifically for the cloud environment, allowing us to realize the advantages more fully it offers. It’s a difference that financial institutions and their users will see and feel almost immediately.
Our people have a passion for new possibilities. We intentionally foster curiosity through our culture. We engage people who can’t help but ask “what if,” “why not,” and “what’s next.” We encourage them to bring forward ideas that challenge, raise, and reset expectations. And we empower them to continually explore, experiment, and apply what they learn. We champion curiosity because curiosity is how we grow– as a company, as a partner, and as individuals. For more information, visit lumindigital.com.
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Top Skills
What We Do
Lumin Digital is a fintech company specializing in digital banking solutions. We help financial institutions build and deploy next-gen digital experiences that continually serve, engage, and grow their user base. We offer the quality experience and personal connection their members depend on.
Our platform provides value through advanced features for users, cloud-native technology with no downtime, and support from dedicated professionals who are powered by curiosity. With our tools in place, they can also reduce the burden on the financial institution’s staff by making customization, innovation, and improvement easier, faster, and more consistent.
Our Difference:
Lumin’s technology was born in and built for the cloud, making it inherently more scalable, flexible, and reliable. While other platforms are retrofitted for the cloud, Lumin is 100% cloud-native.
Throughout the relationship, we’ll work to truly understand the needs of the financial institution, and its users. We approach each engagement as a long-term partnership—one in which our goal is to support their goals, both today and in the future.
In everything we do, our people are driven by curiosity. The Lumin team is made up of a diverse group of professionals who are encouraged to bring forward ideas that challenge, raise, and reset expectations.
Why Work With Us
Our company fosters a culture of innovation where employees are encouraged to bring fresh ideas to the table. We understand that our success is closely tied to the success of our employees. Our culture supports flexible work arrangements, including benefits and resources that contribute to the well-being of our employees.
