About Panorama:
Panorama Education is a fast-growing technology company focused on helping students achieve academic success and well-being. More than 2,000 K-12 school districts serving 15 million students across all 50 states have adopted Panorama to understand and support students across academics, attendance, behavior, and life skills development. School districts turn to Panorama's student support platform, research-backed surveys, and professional development to track progress toward strategic goals and improve student outcomes.

Panoramians can choose to work fully remote anywhere within the Continental United States.

About the Role:

We are a high-growth SaaS company seeking a strategic and analytical GTM Financial Planning and Analysis Lead to play a pivotal role in shaping our go-to- market strategy. This position will serve as the financial bridge between our Sales, Marketing, and Customer Success teams and the broader finance organization. Your expertise in financial modeling, budgeting, forecasting, and strategic partnership will be critical in transforming complex data into actionable insights that drive revenue growth and operational excellence. 

Responsibilities:

Financial Analysis & Modeling

  • Advanced Modeling: Develop, maintain, and refine dynamic financial models to accurately forecast revenue, expenses, and key SaaS metrics. Use scenario and sensitivity analysis to evaluate the impact of different market conditions and operational strategies.
  • Data Integration & Dashboard Development:Integrate financial data from various systems (CRM, billing, ERP) to build comprehensive, real-time dashboards, enabling GTM teams to monitor critical KPIs.
  • Budgeting, Forecasting & Revenue Recognition:
    • Lead the annual budgeting process for the go-to-market function in close collaboration with GTM leaders.
    • Support RevOps to build detailed quarterly and monthly forecasts using historical data, market trends, and business drivers to anticipate revenue and cost fluctuations.
    • Continuously monitor actual performance versus forecasts and budgets, conducting variance analysis and recommending adjustments as needed.

Strategic Partnership

  • Cross-Functional Collaboration: Act as the primary financial partner for the Sales, Marketing, and Customer Success teams, working closely to set performance targets, develop budgets, and align GTM strategies with overall company objectives.
  • Campaign & Performance Analysis: Provide deep-dive analyses on campaign performance, customer acquisition costs, and customer lifetime value, ensuring that GTM initiatives are both financially sound and strategically aligned.
  • Strategic Advisory: Lead regular strategy sessions with GTM leaders to review financial performance, discuss market trends, and identify opportunities for revenue optimization and cost efficiency.
  • Pricing & Incentives: Collaborate on the development of pricing strategies, sales incentive programs, and market expansion plans, leveraging financial insights and industry benchmarks to drive informed decision-making.
  • Continuous Strategic Improvement:Serve as a key advisor in shaping strategic initiatives, using financial expertise to support decision-making processes and drive continuous improvement in go-to-market operations.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field.
  • 4 to 6 years proven experience in revenue focused financial analysis, planning, and business partnering roles, preferably in a corporate finance or consulting environment.
  • Strong analytical skills with the ability to interpret complex financial data, identify trends, and generate actionable insights.
  • Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels of the organization.
  • Strategic mindset with a focus on driving business performance and adding value through financial expertise and collaboration.
  • Highly proficient in financial modeling, forecasting techniques, and excel/google sheets.
  • Demonstrated leadership abilities, including project management, problem-solving, and decision-making skills.
  • Prior Experience in Growth Stage Startups, EdTech and/or K-12 Education is helpful.

 

Salary: The starting base salary for this role is $126,000.  Final salary offers will be determined based on experience, skills, and geographic location.

 

#LI-Remote

The “Starting Base Salary” represents anticipated salary for this position across all US locations. The determination of this anticipated Base Salary involves the consideration of many factors in making compensation decisions including but not limited to: unique skill sets, experience, training, performance, licensure and certifications, as well as other business and organizational needs. Our anticipated Base Salary determination is just one component of Panorama’s competitive total rewards strategy that also includes annual bonus or commission awards, equity awards, as well as other region-specific health and welfare benefits

#LI-Remote 

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