We are looking for a GTM Finance Business Partner (FBP) to join our FP&A team and serve as a strategic finance leader to our regional GTM executives. Cato’s GTM organization is a primary growth engine of the company. As a GTM Finance Business Partner, you will directly influence how we allocate resources, scale our field operations, and drive efficient growth across regions. You will sit at the intersection of strategy, finance, and execution - helping regional leaders run their business with financial clarity and discipline.

The GTM Finance Business Partner will act as the financial co-pilot to regional GTM leadership (Regional VPs / CMO), supporting full ownership of the region’s budget and financial performance. Regional leaders at Cato operate as the “CEO” of their territory - accountable for growth, efficiency, and strategic execution - and the FBP will be their primary financial partner. 

This is not a back-office reporting role. It is a highly visible, strategic, and hands-on finance position that combines planning, performance management, business analytics, and cross-functional leadership. You will work closely with Sales, Customer Success, Sales Engineering, Channel, Field Marketing, and Global GTM leadership, ensuring financial discipline while enabling growth. 

What You’ll Do 

Strategic Partnership

• Serve as the primary finance partner to the regional GTM leader / CMO. 
• Act as a trusted advisor on investment decisions, headcount planning, territory expansion, and resource allocation.
• Drive financial rigor while supporting aggressive growth objectives.
• Challenge assumptions constructively and provide data-driven recommendations. 

Planning & Forecasting

• Lead the regional annual planning process (AOP), including headcount, OPEX, and program investments. 
• Own quarterly and monthly forecasting processes for the region.
• Translate pipeline, bookings trends, and GTM initiatives into financial outlooks.
• Build scenario models to support strategic decisions. 

Budget Control & Performance Management

• Ensure disciplined budget management across the region. 
• Monitor spend vs. plan and proactively identify risks and opportunities.
• Develop KPI dashboards linking financial metrics to operational drivers.
• Analyze productivity metrics across Sales, SEs, CS, and Marketing. 

Cross-Functional Alignment

• Coordinate with Customer Success, Sales Engineering, Channel, and Marketing to ensure alignment between regional initiatives and global GTM strategy. 
• Support compensation modeling and commission analysis in collaboration with RevOps. 

Executive Communication

• Prepare business reviews and executive-level materials. 
• Present insights and recommendations to senior leadership.
• Simplify complex data into clear, actionable narratives. 

Who You Are

• 4+ years of experience in FP&A, business finance, or GTM finance in a SaaS / high-growth tech environment. 
• Strong understanding of SaaS metrics (ARR, bookings, churn, CAC, LTV, productivity, payback).
• Experience supporting Sales, Marketing, or Customer Success organizations.
• Highly analytical with strong financial modeling skills.
• Comfortable operating in a fast-growing, dynamic environment.
• Excellent stakeholder management skills; able to influence senior leaders.
• Proactive, hands-on, and detail-oriented with strong business judgment.
• Advanced Excel and financial modeling capabilities; experience with planning systems is a plus.
• Experience in a global SaaS company.
• Familiarity with sales compensation models.
• Experience supporting multi-regional GTM organizations. 

Cato provides a competitive salary and comprehensive benefits plan. Benefits for this role include health/vision/dental insurance, 401(k), stock options, Health Savings/Flexible Spending Accounts, flexible time-off, paid parental leave and disability benefits. 

As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

#LI-MR1

We are looking for a highly strategic and hands-on Director of Financial Planning & Analysis to lead our global financial planning function and play a key role in shaping the company’s financial strategy and operational execution. 

In this role, you will partner closely with executive leadership and cross-functional teams to translate business strategy into financial plans, drive data-driven decision making, and ensure strong financial visibility across the organization. You will lead the company’s planning cycles, oversee performance analysis, and provide insights that help guide growth, investment decisions, and operational efficiency. 

This position is ideal for a finance leader who combines strong analytical rigor with strategic thinking, thrives in a fast-paced, high-growth environment, and is motivated by building scalable financial processes that support the next stage of company growth. 

You will also lead and develop a high-performing FP&A team and play a central role in supporting leadership and board discussions with clear financial insights and forward-looking analysis. 

Responsibilities: 

• Own and orchestrate the company’s annual planning cycle, rolling forecasts, and multi-year financial plans, working closely with senior leadership to align financial targets with strategic priorities. 

• Provide consistent, high-quality visibility into business performance through accurate financial reporting, budget control, KPI analysis, and forward-looking insights that highlight trends, risks, and opportunities. 

• Act as a trusted finance partner to functional and business leaders, converting operational plans into financial outcomes and reinforcing ownership against commitments. 

• Partner closely with Sales and Marketing leadership to evaluate go-to-market investments and optimize GTM resource allocation. 

• Deliver data-driven recommendations to support growth initiatives, efficiency improvements, and capital allocation decisions. 

• Design and maintain scalable financial models to assess strategic options, quantify risks, and support informed decision-making under multiple scenarios. 

• Continuously enhance planning processes, reporting infrastructure, and analytical tools to improve accuracy, speed, and scalability. 

• Drive improvements across budgeting, forecasting, and reporting cycles, ensuring strong financial discipline and operational alignment. 

• Develop clear, compelling materials for executives, the board, and external stakeholders that articulate financial results, outlook, and key business drivers. 

• Evaluate strategic investments and initiatives through ROI analysis, scenario modeling, and business case development. 

• Recruit, develop, and lead a high-performing global FP&A organization, setting high analytical standards and promoting continuous improvement and professional growth. 

Requirements:

• 10+ years of experience in Finance, FP&A, or Strategic Finance roles, including 5+ years in leadership positions. 

• Experience in high-growth SaaS or technology companies. 

• Deep understanding of SaaS business models and metrics. 

• Proven experience leading annual planning, forecasting, and long-range financial modeling. 

• Strong financial modeling and analytical capabilities with the ability to translate complex data into clear business insights. 

• Experience partnering with executive leadership and cross-functional teams. 

• Track record of building and managing high-performing global finance teams. 

• Strong communication and presentation skills, including experience presenting to senior leadership and/or board members. 

• Experience working with financial planning systems, ERP platforms, and business intelligence tools. 

• Bachelor’s degree in Finance, Accounting, Economics, or related field.