Job Description

We are seeking a GTM Finance Partner to contribute meaningfully to planning, analysis, reporting, and strategy in support of our Go-to-Market organization, including Field Sales and Customer Success. This person will partner with key stakeholders across the business and be responsible for implementing and driving process improvements, delivering value-added business analysis, and defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making.

This is a high-impact individual contributor FP&A role for someone who enjoys going beyond reporting numbers. We're looking for a strategic finance professional who can quickly close the forecast, identify key business drivers, and translate financial results into forward-looking insights and recommendations. If you thrive in a fast-paced SaaS environment and want to be a true finance partner influencing business decisions, this role is for you.

What You'll Do:

• Manage and coordinate the development of annual and recurring forecasts, focusing on underlying business drivers and key financial and operating metrics to align with long-term objectives.
• Drive forecast efficiency with a focus on completing cycles within a defined close window, shifting time and energy toward forward-looking insights and business impact analysis rather than pure reporting.
• Partner with GTM leaders across Field Sales and Customer Success to provide narrative insights on current and expected future performance, including OpEx, AR, and GI ratio analysis.
• Preparation, consolidation, variance analysis, and communication of deliverables for the monthly close cycle, partnering closely with FP&A and Accounting to ensure accurate forecasts.
• Build and scale financial models to support business decisions by assessing historical trends, structuring and extracting data, and designing forecast drivers.
• Act as a subject matter expert across key financial data and GTM metrics, with the ability to synthesize inputs, connect insights, and partner cross-functionally to identify opportunities for process improvement and automation.
• Leverage AI tools to drive process efficiency, automation, and analytical depth.
• Support the production of monthly, quarterly, and annual financial results and deliverables for the executive team, Board of Directors, and investors.
• Provide analytical, financial modeling, and decision-making support for ah-hoc and special projects

Qualifications

• 5 - 8 years of FP&A experience, ideally in a SaaS company
• Demonstrated experience with GTM metrics including OpEx, AR, and GI ratios
• Demonstrated experience using financial systems, ideally NetSuite and Adaptive Planning
• Advanced proficiency in financial modeling and analysis techniques
• Expert user of Microsoft Excel and Google Sheets; Power BI experience preferred
• Strong drive for data integrity, building processes, and reaching solutions from scratch
• Growth mindset with demonstrated ability to learn quickly
• Excellent communication and presentation skills, attention to detail, and a sense of urgency
• Comfortable operating across global time zones, including collaboration with APAC-based team members

Additional Information

Please note this is a hybrid role with onsite expectations of 3x/week (Tues - Thurs) from our San Mateo, CA headquarters.

The annual base salary range for this position is $150,000 - $190,000. This role is also eligible for a target bonus.

Compensation is based on a variety of factors, including but not limited to location, experience, job-related skills, and level.

Freshworks offers multiple options for dental, medical, vision, disability, and life insurance. Equity + ESPP, flexible PTO, flexible spending, commuter benefits, and wellness benefits are also offered. Freshworks also offers adoption and parental leave benefits.

At Freshworks, we have fostered an environment that enables everyone to find their true potential, purpose, and passion, welcoming colleagues of all backgrounds, genders, sexual orientations, religions, and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant, richer environment that boosts the goals of our employees, communities, and business. Fresh vision. Real impact. Come build it with us.