Senior Financial Analyst, GTM United States, Remote

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 - $140,000and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. Benefits A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees Top-of-the-line health plans, as well as dental and vision insurance Competitive time off and parental leave Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness Lyra: Enhanced Mental Health Support for Employees and dependents Carrot: Fertility healthcare and family forming benefits Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt Monthly work-from-home stipend; quarterly lifestyle stipend Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. We’re a great place to work (but don’t take our word for it) Here’s a list of our awards and accolades: Certified as a Great Place To Work® (2023-2025) Fortune Best Place to Work in the Bay Area (2024) Best Places to Work by Built In (2023-2024) America’s Best Startup Employers by Forbes (2020-2022, 2024) A Top Company by Y Combinator (2020-2023) Inc. Fastest Growing Companies (2021) Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Human Interest’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. 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We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... 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