FP&A Analyst - GTM

An overview of this role

The GTM FP&A team partners with executive team members across the CRO organization to provide timely fact-based data-driven decision support to help drive critical decisions. The team drives annual planning owns the operating plan and long-term financial model internal financial reporting and financial and analytical tools to make GitLab predictable. As a GTM Financial Analyst you will support the Customer Success Renewal and Professional Service teams and report to the Manager of FP&A.

What You’ll Do

• Build maintain and enhance Google Sheets-based CS and Professional Services P&L models to forecast headcount investments bookings revenue and margin performance enabling accurate short- and long-range planning.

• Lead quarterly business reviews monthly forecast cycles and annual planning for CS/Renewals/PS delivering clear insights on performance versus plan and actionable recommendations for leadership.

• Partner with Accounting during month-end close to validate accruals reconcile key variances and prepare concise variance commentary that explains performance drivers for CS Renewals and PS leaders.

• Communicate financial performance risks and opportunities to FP&A leadership and Sales managers/directors through clear reports and presentations that support data-driven decisions.

• Manage your workstream with guidance from senior team members as needed prioritizing deliverables and proactively escalating risks to ensure deadlines for forecasts close activities and reporting are consistently met.

What You’ll Bring

• Experience as an FP&A Analyst or in a similar Finance role with a focus on forecasting budgeting and performance analysis for revenue-generating teams.

• Business Partnership: Translate financial insights into actionable recommendations for cross-functional stakeholders; evaluate investment decisions through ROI analysis.

• Accounting Foundations: Ability to navigate through the three financial statements in detail and partner with Accounting during the monthly close process.

• Financial Modeling: Be able to understand and update financial models that follow industry best practices. Experience in Google sheets (we do not use excel for modeling purposes).

• Data Analysis and continuous learning: A passion for understanding business questions staying current on industry trends and tools and making data driven insights. Excellent analytical skills.

• Communication: Ability to present financial data concisely using detailed reports and charts and through written and oral communication.

• While not required the following qualifications can help you succeed in this role: BS degree in Finance Accounting Economics or a related field (or equivalent practical experience); professional certifications such as CFA or CPA; and experience with financial systems such as NetSuite and Adaptive Insights.

• Communication: Ability to present financial data concisely using detailed reports and charts and through written and oral communication.

• Systems: Experience with financial systems such as NetSuite and Adaptive Insights is a plus.