The Role
As a Senior Financial Analyst, you'll partner with Sales & Marketing to manage forecasts, budgets, and data analytics to enhance go-to-market strategies and profitability.
Summary Generated by Built In
ARE YOU INTERESTED IN JOINING AN INNOVATIVE LOGISTICS TECHNOLOGY COMPANY?
Loadsmart is a growth-stage technology company valued at over $1 billion (a true Tech Unicorn)!
We are a collection of industry veterans and user-centered engineers using innovative technology to fearlessly reinvent the future of freight by helping shippers, brokers, warehouses and carriers to move more with less.
With headquarters in Chicago and a globally distributed remote team, Loadsmart continues to attract top talent committed to driving meaningful change. We seek professionals who embody our core values: curiosity, clarity, results, commitment, and teamwork.
We are looking for a data-driven and strategic Senior Financial Analyst - GTM FP&A to our team! This role will serve as the key finance partner to SaaS Sales & Marketing leadership, owning forecasting, budgeting, and pipeline analytics to drive go-to-market performance and strategic decision-making.
You will build financial models to forecast revenue, analyze lead conversion efficiency, support OPEX planning, and provide insights that directly impact growth and profitability.
Job Type: Full-time Exempt
DEPARTMENT: Finance
LOCATION: New York, NY / Chicago, IL
WHAT YOU GET TO DO
- Develop and maintain revenue forecasts tied to pipeline, bookings, and retention.
- Lead quarterly forecasting cycles and support annual budgeting and long-range planning.
- Analyze lead funnels, conversion rates, and pipeline coverage to guide Sales targets and Marketing spend.
- Partner with Sales Ops and Marketing to improve funnel visibility and forecasting accuracy.
- Manage OPEX budgets, headcount planning, and expense tracking for Sales and Marketing.
- Deliver variance analysis, ROI recommendations, and quarterly commission reviews.
- Build dashboards, KPIs, and reporting packages highlighting GTM and SaaS performance trends.
- Present insights and recommendations to Finance and GTM leadership.
- Conduct ad-hoc analyses on pricing, new product planning, and campaign ROI.
- Serve as a strategic partner across Sales, Marketing, RevOps, and CS/Account Management to align financial and operational goals.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus.
- 4+ years of progressive FP&A experience, supporting Sales, Marketing, or GTM functions in a SaaS/tech environment.
- Strong financial modeling, forecasting, and data visualization skills (Excel/Google Sheets; Power BI/Tableau).
- Familiarity with CRM and GTM systems (e.g., Salesforce, HubSpot) preferred.
- Excellent communication skills with the ability to translate complex data into actionable insights.
- Proven ability to collaborate cross-functionally in a fast-paced, high-growth environment.
WORKING AT LOADSMART:
• Competitive base salaries - we believe in rewarding top talent
• Extremely competitive Equity package - become a shareholder in our company!
• Loadie Time Off - PTO and sick days without a limit
• Comprehensive Medical, Dental, and Vision insurance plans
• 401k Match
At Loadsmart, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. Loadsmart treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes, including on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status, or disability.
It is the policy of Loadsmart that all offers of employment made shall be contingent upon successful completion of electronic background check(s). These checks will be job-related, consistent with business necessity and conducted by our vendor, pursuant to all applicable laws, rules, policies and procedures of our candidates' specific locale.
We use AI-powered tools to assist with initial application reviews as part of our hiring process. All evaluations are subject to human oversight, and your information is handled in accordance with applicable data privacy laws.
Top Skills
Excel
Google Sheets
Hubspot
Power BI
Salesforce
Tableau
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The Company
What We Do
We are industry veterans and data-scientists using innovative technology to fearlessly reinvent the future of freight. As the ‘nerds of logistics’, we seek intelligence in data to solve deep-rooted inefficiencies in the industry. We give shippers, brokers and carriers access to our data connections (linking supply and demand) and suite of award-winning solutions to strike the perfect balance of cost and service. We’re creating a more efficient and environmentally responsible way to move more with less. For more information, please visit: https://loadsmart.com
