Strategic Finance Lead, GTM

As a Strategic Finance Lead, GTM, you will play a critical role in shaping TRM’s financial trajectory by driving rigorous planning, analysis, and reporting with a primary focus on supporting GTM strategy and execution. Reporting to the Head of Strategic Finance, you’ll partner closely with Sales, Marketing, Revenue Operations, and Customer Success to deliver insights that help TRM scale efficiently and strategically. You’ll lead core FP&A rhythms — including forecasting, reporting, and long-range planning — while building dynamic models and crafting clear, compelling narratives for executives, the board, and investors. This role is a strong fit for an analytically rigorous, detail-oriented finance athlete who thrives in a fast-paced environment and enjoys solving complex problems collaboratively.

Strategic Finance at TRM is still early — you will shape not just the business, but also the team and culture as we build a world-class function. This role is an exceptional launch pad for an ambitious finance professional seeking outsized impact, close mentorship, and accelerated growth.

The impact you will have:

• Lead monthly and quarterly forecasting and reporting rhythms, with deep ownership of GTM forecasts (bookings, ARR, pipeline, and headcount), partnering closely with the Head of Strategic Finance

• Own budget-vs-actuals updates for GTM functions, identifying variances across sales capacity, marketing spend, and customer acquisition metrics

• Develop board-ready materials and compelling financial narratives related to growth performance, efficiency, and ROI for executive reviews and company all-hands meetings

• Support comprehensive top-down and bottom-up financial planning for 2026 and beyond, including sales capacity modeling, quota planning, and growth scenarios

• Build models and templates to inform GTM investment decisions, including hiring, target setting, and marketing mix

• Drive strategic projects — including pricing and packaging, sales compensation economics, vendor optimization, ROI analysis, and more

• Assist with investor reporting and fundraising, articulating TRM’s GTM strategy, unit economics, and path to efficient scale, with a path toward increasing ownership and responsibility

What we’re looking for:

• 4–7 years of experience across investment banking, investing, consulting, or finance at a high-growth tech company

• Experience supporting revenue-driving or customer-facing teams (Sales, Marketing, RevOps, or CS) strongly preferred

• Expert-level Excel and Google Sheets modeling skills

• Clarity and polish in writing and presentations

• Experience with planning cycles (monthly, quarterly, annual)

• Comfort with working independently and proactively driving outcomes

• Degree in Finance, Accounting, Economics, or Business Administration preferred; MBA a plus

• Recruiter Intro: Qualifications, motivations, and alignment with the role.

• Accelerate repeatable workflows

• Structure and solve problems

• Improve output quality

• Increase speed and leverage

At TRM, you should expect:

• Priorities and targets to change quickly

• Operating with a high degree of ambiguity

• Close collaboration across teams and functions

• Frequent, high-touch communication

• Creative problem-solving and out-of-the-box thinking

• Impact-Oriented Trailblazer: We put customers first and move with speed, focus, and adaptability. We treat every plan like an experiment – test, ship, measure, and iterate quickly.