Financial Planning & Strategy Sr. Analyst, Go-to-Market

$25,000 - $139,971/Yr

Checkr - San Francisco, CA

Full-time - Mid Level

Remote - San Francisco, CA

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Financial Planning & Strategy Sr. Analyst, Go-to-Market at Checkr plays a crucial role in driving strategic business initiatives and providing critical insights to company leadership. This position requires a quantitative, data-driven mindset and strong communication skills, as the analyst will interact with senior management and collaborate closely with Operations leadership to enhance operational efficiencies and business performance.

Responsibilities

• Serve as the go-to financial partner for Operations leadership.
• Own budget management and reporting for the Go-to-Market Org.
• Deliver data-driven business insights focused on driving ROI across the Sales organization.
• Own sections of monthly close financial reporting to the Executive team.
• Develop reporting and forecasting to understand business drivers and improve performance.
• Assist in long-range and annual planning processes by defining strategic priorities, goals, OKRs, and investment areas.

Requirements

• 4+ years of experience in Investment Banking, Private Equity, Strategic Finance, BizOps, or RevOps.
• Experience with B2B SaaS, especially usage-based business models or businesses with real COGS.
• Expert-level forecasting and modeling ability.
• Experience in identifying business insights through analytics and driving meaningful outcomes.
• Experience with SQL, Looker (or other BI tools), and Salesforce or willingness to learn.

Nice-to-haves

• Fervor for B2B business models and the broader market landscape.
• Energized by cultivating collaborative working relationships and driving inclusive problem-solving.
• Thrive in an environment where given the opportunity to work autonomously and solve ambiguous problems.

Benefits

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive compensation and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend
• Home office stipend