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ARE YOU INTERESTED IN JOINING AN INNOVATIVE LOGISTICS TECHNOLOGY COMPANY?
Loadsmart is a growth-stage technology company valued at over $1 billion (a true Tech Unicorn)!
We are a collection of industry veterans and user-centered engineers using innovative technology to fearlessly reinvent the future of freight by helping shippers, brokers, warehouses and carriers to move more with less.
With headquarters in Chicago and a globally distributed remote team, Loadsmart continues to attract top talent committed to driving meaningful change. We seek professionals who embody our core values: curiosity, clarity, results, commitment, and teamwork.
We are looking for a data-driven and strategic Senior Financial Analyst - GTM FP&A to our team! This role will serve as the key finance partner to SaaS Sales & Marketing leadership, owning forecasting, budgeting, and pipeline analytics to drive go-to-market performance and strategic decision-making.
You will build financial models to forecast revenue, analyze lead conversion efficiency, support OPEX planning, and provide insights that directly impact growth and profitability.
Job Type: Full-time Exempt
DEPARTMENT: Finance
LOCATION: New York, NY / Chicago, IL
WHAT YOU GET TO DO
- Develop and maintain revenue forecasts tied to pipeline, bookings, and retention.
- Lead quarterly forecasting cycles and support annual budgeting and long-range planning.
- Analyze lead funnels, conversion rates, and pipeline coverage to guide Sales targets and Marketing spend.
- Partner with Sales Ops and Marketing to improve funnel visibility and forecasting accuracy.
- Manage OPEX budgets, headcount planning, and expense tracking for Sales and Marketing.
- Deliver variance analysis, ROI recommendations, and quarterly commission reviews.
- Build dashboards, KPIs, and reporting packages highlighting GTM and SaaS performance trends.
- Present insights and recommendations to Finance and GTM leadership.
- Conduct ad-hoc analyses on pricing, new product planning, and campaign ROI.
- Serve as a strategic partner across Sales, Marketing, RevOps, and CS/Account Management to align financial and operational goals.
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA a plus.
- 4+ years of progressive FP&A experience, supporting Sales, Marketing, or GTM functions in a SaaS/tech environment.
- Strong financial modeling, forecasting, and data visualization skills (Excel/Google Sheets; Power BI/Tableau).
- Familiarity with CRM and GTM systems (e.g., Salesforce, HubSpot) preferred.
- Excellent communication skills with the ability to translate complex data into actionable insights.
- Proven ability to collaborate cross-functionally in a fast-paced, high-growth environment.
WORKING AT LOADSMART:
• Competitive base salaries - we believe in rewarding top talent
• Extremely competitive Equity package - become a shareholder in our company!
• Loadie Time Off - PTO and sick days without a limit
• Comprehensive Medical, Dental, and Vision insurance plans
• 401k Match
At Loadsmart, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. Loadsmart treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes, including on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status, or disability.
It is the policy of Loadsmart that all offers of employment made shall be contingent upon successful completion of electronic background check(s). These checks will be job-related, consistent with business necessity and conducted by our vendor, pursuant to all applicable laws, rules, policies and procedures of our candidates' specific locale.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory


