Senior FP&A Analyst
Role Overview
The Senior FP&A Analyst – Sales & Marketing Finance partners with Marketing and Sales leadership.
The role owns the marketing budget and forecast, develops channel unit economics, and connects funnel performance to origination volume, revenue, and profitability.
The analyst builds scalable planning and reporting for go-to-market spend and headcount and presents insights to leadership, investors, and the Board when needed.
Key Skills for This Role
Full Job Posting
About Point
Point’s mission is to make homeownership more valuable and accessible by helping homeowners access their wealth and financial flexibility.
The company reports raising over $175 million and serving more than 20,000 customers.
Point describes its culture as remote-first, with virtual collaboration and team gatherings.
About the role
The Senior FP&A Analyst – Sales & Marketing Finance partners with Marketing and Sales leadership.
The role owns the marketing budget and forecast, develops channel unit economics, and connects funnel performance to origination volume, revenue, and profitability.
The analyst builds scalable planning and reporting for go-to-market spend and headcount and presents insights to leadership, investors, and the Board when needed.
Responsibilities
- Build and own a driver-based Marketing and Sales forecast linking channel spend, leads, applications, fundings, and revenue.
- Own the Marketing and Sales expense plan, including channel and program spend, agency and vendor costs, headcount, and commissions.
- Analyze actual-versus-forecast variances and provide actionable insights to senior management.
- Model ROI for channels, campaigns, partnerships, and sales initiatives, and run budget reallocation scenarios.
- Advise Marketing and Sales leaders on spend and prioritize investments based on return.
- Produce monthly go-to-market reports and dashboards covering CAC, cost per funded deal, conversion rates, and ROAS.
- Partner with Accounting on marketing accruals, prepaid spend, and commission calculations for accurate month-end close.
- Reconcile advertising-platform spend with the general ledger alongside Marketing Analytics and Data teams, and establish a single source of truth for go-to-market metrics.
About you
- At least 5 years of progressive experience in FP&A, corporate finance, accounting, or a related field, including at least 2 years supporting Marketing, Sales, or Growth teams.
- Bachelor’s degree in Finance, Accounting, or Economics.
- Strong quantitative and analytical skills to interpret financial data and identify trends.
- Advanced experience building complex financial models in Excel or Google Sheets.
- Solid core finance and accounting skills.
- Experience at a consumer fintech, lending, or direct-to-consumer company with paid acquisition is preferred.
- Understanding of real estate and/or fintech is preferred.
- Experience with NetSuite ERP or NetSuite Planning and Budgeting is preferred.
Compensation
- Expected annual base salary is $132,050–$145,950 in Tier 1 markets, $110,200–$121,800 in Tier 2 markets, and $104,500–$115,500 in other U.S. metro areas.
- Compensation varies with skills, experience, geographic location, and other job-related factors; additional compensation may include equity, benefits, and perks.
Location and workplace
- This is a remote position, and candidates must reside in one of the listed states of operation in the United States.
- The company describes its culture as remote-first; select roles may require one onsite day per week at the Palo Alto office.
Benefits
- The posting describes health benefits and references additional benefits and perks.
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