Senior Financial Analyst, Loadsmart
GTM FP&A
$90-115k
+ Equity package
Digital freight company for B2B trucking
Be an early applicant
Digital freight company for B2B trucking
201-500 employees
Be an early applicant
$90-115k
+ Equity package
201-500 employees
Company mission
To provide transportation services and technology to reduce freight spend, increase service levels and impact team's productivity.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Freight services involve many parties including shippers, dispatchers, drivers, and dock managers. Insurance and safety checks are required for everyone involved, a process that makes the truck shipping process more expensive, time-consuming, and less efficient than it could be.
Loadsmart provides an online portal that handles booking, insurance legislation, and health and safety regulations all within an integrated platform. This digital integration leads to parties receiving instant and guaranteed shipping, offering full financial coverage in the event of any discrepancies.
The company has raised significant amounts of funding, most recently in a 2022 Series D Round which saw the company achieving a valuation in excess of $1B. It has used this funding to expand its partnership network and to fuel its acquisitions strategy. In the longer term the company's focus on organic growth will stand it in good stead as it will allow it to avoid aggressive pricing structures which would make it difficult to achieve profitability given the razor-thin margins in the freight industry.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-21% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2022
$200m
SERIES D
Nov 2020
$90m
SERIES C
Total funding: $343.7m
Company benefits
- Parental leave: The primary caregiver is able to take three months of fully paid leave and one additionally month of working half days for a total of four months of leave
- Copany Equity: Ever wanted to have a stake in a company? Upon hire, Loadsmart employees are granted options that vest over a four-year period
- Team Building Events: Enjoy local company sponsored events to meet and network with fellow Loadies: from hackathons to local meetups, we love collaborating while having fun
- 401K wwith Match: We support our employees' retirement goals by offering a per pay period match to our Traditional and Roth 401K plans
- 401K with Match: We support our employees' retirement goals by offering a per pay period match to our Traditional and Roth 401K plans
- Healthcare: We offer competitive medical, dental, and vision coverage for you and your family
- Claim Advocacy with MMA: Expert advocacy and guidance on benefits and claims
- HSA/FSA: You can use pre-tax dollars to pay for healthcare costs for you and your dependents
- DCFSA: We offer DCFSA to help parents reduce their total taxable income when paying for childcare
- LPFSA: On eligible plans, LPFSA helps pay for vision and dental expenses that are not fully covered by your insurance
- Life and AD&D Insurance: Loadsmart provides both Life and Accidental Death and Dismemberment insurance at no cost yo you with the options to increase coverage at your own expense
- Short Term/Long Term Disability Insurance: Loadsmart provides short and log-term disability coverage at no cost to you
- FLexibe PTO?Holiday: Enjoy paid time off without a limit, with manager approval and national holidays of your location
Company HQ
Chicago Loop, Chicago, IL
Leadership
Felipe Capella
(Co-Founder & CEO)Previously Attorney at Inter-American Development Bank for 1 year and Professor of Bankruptcy and Restructuring at Universidade Federal de Santa Catarina for 2 years.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 2 more jobs at Loadsmart