Senior Financial Analyst, GTM OPEX

About this role

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

About the role

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high-growth business, helping Americans save for their future. We are seeking a highly motivated Senior Financial Analyst to support the GTM (Go-to-Market) Finance function within the GTM FP&A team. The Go-To-Market team at Human Interest encompasses Sales, Partnerships, Marketing, Operations, and Customer Onboarding. Reporting to the Director of GTM Finance, this role will be a critical player, responsible for cross-functional efforts to support our public company readiness, building financial models for revenue forecasting, and collaborating with all levels of the organization to improve forecasting accuracy and financial reporting.

What you get to do every day

• Design, build, and maintain sophisticated models for GTM operating expenses: sales & marketing spend, headcount, compensation, commissions, revenue share, and programs and tooling across all go-to-market channels (Sales, Partnerships, Marketing, Operations, Onboarding).

• Own the variance analysis, identifying the root causes of budget-to-actual variances and translating them into actionable insights for leadership.

• Serve as a strategic finance business partner to GTM leaders and their teams, owning their budgets and headcount plans, driving spend accountability, and providing ad hoc analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with the initiatives that carry the highest ROI.

• Provide data-driven insights and financial analysis to optimize sales & marketing efficiency, including CAC, payback period, and enable leadership to “see around the corner.”

• Move beyond manual spreadsheets by automating our core systems (Pigment, NetSuite, Snowflake, etc.) to ensure a single source of truth.

• Synthesize complex financial data into clear, compelling narratives on GTM spend and efficiency for Board of Directors decks, investor materials, and monthly business reviews.

• Create and monitor GTM efficiency and spend KPIs to measure performance against budget and key financial objectives.

• Partner with GTM and People teams on headcount and sales capacity planning, quota-carrying rep ramp, hiring pacing, and the fully-loaded cost of GTM growth.

What you bring to the role

• 3+ years of progressive FP&A experience, ideally within a high-growth SaaS or FinTech environment.

• Excel wizardry - ability to build robust financial models.

• Strong attention to detail and accuracy.

• High degree of comfort with ambiguity; ability to balance multiple priorities in a fast-paced environment.

• Deep understanding of SaaS metrics (ARR, Churn, LTV/CAC, NRR) and how they flow through to the P&L.

• Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners.

• Ability to drive insights from large datasets - SQL experience a plus.

• Familiarity with NetSuite and Pigment is a plus.

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.

• Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.

• Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self!

• An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.

• Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $100,000 - $140,000 and represents the minimum in

Similar jobs

• Sr Financial Analyst, GTM Finance — Couchbaseinc · Raleigh, NC
• Senior Finance Manager, GTM — Bloomreach · United States
• Senior Finance Manager, GTM — Temporaltechnologies · San Francisco, CA
• Financial Planning & Analysis GTM Lead — Thedutchie · Remote
• Lead GTM Finance Analyst — Shieldai · Washington, DC
• Senior Financial Analyst, Ops Finance — Hims-and-hers · Remote
• FP&A Director GTM Finance — Netradyne · Remote
• Sr. Manager, GTM FP&A — Okta · San Francisco, California