Head of Finance - Planning and Analysis

Our Mission & Values At Drata, we help companies earn and keep the trust of their users, customers, partners, and prospects. Being Customer-Obsessed keeps the people we serve at the center of our work. Competitive Fire drives us to push ourselves harder than anyone else. Diversity brings unique perspectives that lead to better solutions. Automation First ensures we save time and money by making efficiency a priority.

Our Culture & Work Style At Drata, we’re not just building software - we’re building a mindset. Immediate impact. Stay Mission-Driven (Customer‑Obsessed): That’s why in the Bay we come together in-office Tuesday through Thursday our high‑impact collaboration days where teams align, strategize, and innovate. Mondays and Fridays are flexible, giving you space for focused work, balance, and autonomy. We’re an award-winning, mission-driven team of 600+ people worldwide, united by a culture that values trust, speed, and continuous growth. Hear the Voice of the Team: Explore our “Life at Drata” page for employee testimonials on our collaborative and the growth opportunities available. LinkedIn - follow us for company updates, employee stories, and career news.

Job Summary The Director of Strategic Finance - GTM is the embedded finance partner to Drata’s GTM org, working directly with the CRO, CMO, SVP of CS, and SVP of BD. This role owns ARR forecasting, capacity planning, investment allocation and ROI. What you'll do Serve as the dedicated finance business partner to the GTM leadership team, embedded in the organization's day-to-day operating rhythms. Develop deep expertise in our GTM engine, proactively identifying risks and opportunities and grounding recommendations in data-driven insights. Shape GTM strategy by providing financial guidance on new initiatives, resource allocation, and investment tradeoffs. Leverage AI to continuously evolve ARR forecasting models and deepen insights into key business drivers, including sales productivity, pipeline generation and conversion, and retention and expansion. Guide investment decisions using GTM unit economics and ROI frameworks, including CAC, LTV, payback period, Magic Number, and marketing efficiency. Lead GTM capacity planning and headcount forecasting for the long-range plan, annual budget, and quarterly reforecasts, ensuring alignment across GTM, RevOps, Finance, and People. Adopt an AI-first approach by automating spreadsheet-driven work and building scalable workflows, enabling greater focus on strategic partnership and decision-making.

What you'll bring 10+ years of progressive experience in FP&A, Strategic Finance, GTM Finance, Investment Banking, Consulting, or a related finance discipline within high-growth technology or SaaS environments. Proven experience operating as a senior finance partner to executive GTM leaders, with the credibility and judgment to influence strategy, investment decisions, and resource allocation. Deep experience owning core GTM finance processes, including forecasting, annual planning, long-range planning, headcount and capacity planning, and performance analysis. Thinks from first principles, building from the ground up while challenging assumptions. Strong command of SaaS and recurring revenue metrics, with the ability to translate complex data into clear, executive-ready insights and recommendations; experience with usage-based model is a bonus. Demonstrated success solving ambiguous, unstructured business problems and building scalable financial frameworks, operating cadences, and decision-support models. Track record of driving cross-functional alignment across Finance, GTM, and RevOps, while improving efficiency and decision-making through automation, systems, and process design.

We provide stock equity to ensure that as the company grows, you share directly in that success. Equity gives every employee a sense of ownership and the opportunity to celebrate our wins together—because your contributions don’t just support our progress; they help drive our collective success.

Health & Wellness: Up to 100% employer‑paid premiums for medical, dental, and vision coverage for employees and their dependents, along with comprehensive wellness benefits and healthcare concierge services designed to support your needs beyond traditional insurance.

Financial Well‑Being: A comprehensive suite of financial benefits, including a 401(k) plan, company‑paid life and disability insurance, tax‑advantaged spending accounts, and a range of discounted voluntary offerings to help you customize and strengthen your overall financial position.

We want to support you in life's most important moments, so we offer a paid Parental Leave policy, after six months of employment. Employees also receive access to Kindbody fertility and family‑building benefits and dedicated leave specialists who help guide you through the entire process.

Generous annual stipends for both professional and personal development, empowering you to invest in your continued growth. Drata offers a flexible vacation policy, paid holidays, and other perks to recharge.

This role will receive a competitive base salary, benefits, and stock, typically in the form of Restricted Stock Units (RSUs).