Sr. Financial Analyst - FP&A - GTM Funnel and Product Lead Growth - West
Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.
Smartsheet’s Finance team connects strategic vision with data-driven execution, empowering stakeholders to make high-impact decisions. We're looking for a curious and analytical Senior Financial Analyst to join our FP&A team and lead financial insights related to our lead funnel — spanning marketing and product-led growth. This is a high-visibility role that brings structure and strategy to ambiguous data sets, aligning financial resources with business opportunities across the customer acquisition journey.
This remote-eligible role reports to the Director of FP&A with a preference to be located near the Bellevue, WA Headquarters and must reside in the Pacific time zone.
You Will:
- Own financial analysis related to Smartsheet’s lead funnel across Marketing and Product-generated sources — evaluating funnel performance through a financial lens.
- Build models and dashboards that connect funnel data to financial outcomes, including bookings, CAC, pipeline conversion, and ROI.
- Provide forward-looking insights to guide marketing spend, customer acquisition strategies, and performance tradeoffs.
- Collaborate with cross-functional teams (Marketing, Product, Sales, BI) to interpret trends, create shared definitions, and ensure data alignment.
- Partner with FP&A leadership to support forecast inputs and scenario planning based on funnel and conversion assumptions.
- Guide process improvements around how lead funnel data is collected, structured, and used in financial planning.
- Synthesize findings into executive-ready insights, dashboards, and presentations that drive financial decisions.
You Have:
- A degree in Finance, Economics, Statistics, Business, or related field (MBA or advanced degree is a plus).
- 5+ years of experience in FP&A, strategic finance, or a data-focused finance role; SaaS industry experience preferred.
- Strong understanding of financial metrics such as CAC, LTV, pipeline conversion, and ROI analysis.
- Demonstrated experience working with large or messy data sets — and turning them into clear, business-relevant insights.
- Proficiency in SQL and Excel; experience with data visualization tools like Tableau, Power BI, or Looker is a plus.
- Familiarity with financial planning tools such as Planful, Adaptive Insights, or Anaplan.
- Excellent written and verbal communication skills — able to explain financial implications to both technical and non-technical stakeholders.
- A knack for influencing others and driving adoption of better data processes across teams.
Current US Perks & Benefits:
- HSA, 100% employer-paid premiums, or Buy-up medical/vision and dental coverage options for full-time employees
- 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay)
- Monthly stipend to support your work and productivity
- Flexible Time Away Program, plus Sick Time Off
- US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans
- US employees receive 12 paid holidays per year
- Up to 24 weeks of Parental Leave
- Personal paid Volunteer Day to support our community
- Opportunities for professional growth and development including access to Udemy online courses
- Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account
- Teleworking options from any registered location in the U.S. (role specific)
Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity.
US Base Salary Pay Range
$92,500 - $126,250 USD
Get to Know Us:
At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us!
Equal Opportunity Employer:
Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, and India. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.
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