About the team

The Finance & Strategy team is an integral thought partner to Company’s core functional leaders. We bring understanding and predictability to Company’s bottom line financials. We work cross functionally across many surfaces at Company and help steward Company’s resource investments to improve the durability of our long term financial performance.

• What you’ll do

You will partner directly with our Global Enterprise Sales team, playing a pivotal role in guiding Company’s go-to-market strategies and driving revenue performance across large customer segments. As a trusted advisor to senior sales leadership, you will use financial insights to shape investments, improve forecasting accuracy, and optimize how we build our GTM. Your work will support Company’s ambitious global expansion and help accelerate growth in our enterprise customer base.

Lead strategic finance support for the Global Product Sales organization support Payments + Link Sales CRO OR MaaS CRO and Alliances and Channels, driving insight into user-level performance, sales performance, pipeline conversion, quota attainment, and strategic account planning - contributing to recurring business performance reporting cadences.

• Understand Product nuances and reporting/insights on both product and GTM sides of the house.
• Own forecasting, planning, and budgeting processes for Payments + Link and MaaS Product Sales; provide actionable insights that support AEP investment decisions and sales efficiency.
• Collaborate with Sales, Sales Operations & Strategy, and Marketing to assess ROI of Product Sales investment decisions, GTM initiatives and customer acquisition strategies.
• Refine, scale, and where necessary implement robust reporting and dashboards that track the right KPIs including our funnel and key investment drivers. Assess product attach motion for front door and cross-sell products.
• Identify and drive opportunities for process automation and data streamlining to improve reporting accuracy and decision velocity.
• Serve as a key contributor to quarterly business reviews and long-range planning exercises, providing strategic recommendations and scenario analyses for Product Sales.
• Translate complex financial and sales data into clear narratives for executive audiences in both GTM and Product Leadership forums.
• Who you are
• We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement.
• 10+ years of experience in FP&A, Sales Finance, or Strategic Finance roles supporting Enterprise Sales teams
• Demonstrated ability to analyze pipeline health, forecast revenue, and model user and sales dynamics in complex B2B environments
• Proven track record of partnering with senior GTM leaders and influencing business decisions through financial insight
• Strong financial modeling skills and experience with large, multi-variable planning tools
• Some SQL skills to independently access and manipulate complex datasets
• Excellent communication and presentation skills, with the ability to distill complex concepts into clear, actionable insights
• Comfortable operating in fast-paced, ambiguous environments and balancing strategic thinking with hands-on execution
• Experience working at a high-growth technology or financial services company
• Anaplan, Tableau or other equivalent application experience
• Advanced SQL skills

Experience in data visualization and dashboarding