Financial Analyst

About the Role

We're looking for an FP&A Analyst to serve as the financial partner to our Go-to-Market organization: Sales, Marketing, and Customer Success. You'll own the financial models and reporting that connect pipeline, bookings, and spend to the company's revenue and profitability targets. This role sits at the intersection of Finance and GTM leadership, translating operational metrics into financial insight and helping the business make smarter, faster decisions about where to invest. This role reports to the head of FP&A and

What You’ll Do

Within 3 months, you will:

• Learn our GTM structure, systems, and monthly close/forecast calendar.

• Build GTM reporting (monthly variance analysis, KPI dashboards, and budget-vs-actual reviews) with support from FP&A Lead.

• Build relationships with key Sales, Marketing, and Customer Success stakeholders and sit in on their team's planning/pipeline reviews.

• Get up to speed on our sales compensation plans and current-year budget assumptions

Within 6 months, you will:

• Independently own the GTM forecast cycle end-to-end, including headcount, commissions, and program spend.

• Be the primary finance point of contact for GTM leaders (e.g., a VP of Sales or Marketing), fielding their ad hoc requests and proactively flagging risks/opportunities in their numbers.

• Deliver your first full board or QBR package section for GTM metrics.

Within 9 months, you will:

• Be fully embedded as a trusted advisor to GTM leadership, influencing decisions on hiring pace, territory/quota design, or spend allocation.

• Lead a cross-functional analysis from scratch (e.g., new segment economics, campaign ROI deep-dive, or commission plan redesign impact).

• Have implemented at least one process improvement that measurably reduces manual effort or improves forecast accuracy.

• Support pricing/packaging analysis, deal desk economics, and new market or segment investment cases as needed.

What You’ll Bring

• 2–5 years of experience in FP&A, investment banking, corporate finance, consulting, or RevOps/Sales Finance, ideally at a SaaS or subscription-based company.

• Strong grasp of SaaS metrics (ARR, CAC, LTV, NRR/GRR) and how they connect to GTM performance.

• Advanced Excel/Google Sheets modeling skills; experience with FP&A/EPM tools a plus.

• Familiarity with Salesforce or another CRM, and comfort pulling and validating pipeline/bookings data.

• Excellent communication skills: able to translate financial analysis into clear, actionable recommendations for non-finance stakeholders.

• Detail-oriented with strong organizational skills; comfortable managing multiple deadlines (monthly close, forecast cycles, board prep) simultaneously.

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

What’s In It For You?

• Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.

• Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.

• Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.

• Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.

• Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.

• Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.

• Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

About Us

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt.  Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.

Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our organization participates in E-Verify. Click here to learn about E-Verify.
A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.
That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!