GTM Planning Performance & Modeling Senior Associate

Job Summary

Grant Thornton is seeking a GTM Planning Performance & Modeling Senior Associate to join the team. The office locations can be found below.

As a Senior Associate within the GTM Operations & Modernization team, you execute and support the quantitative and analytical backbone of GTM planning and performance management. This role focuses on financial modeling, performance measurement, and data-driven insight generation that connects GTM investments, activities, and outcomes to pipeline and revenue impact.

This role serves as a key partner to GTM Planning, GTM Financial Management, and GTM Business Insights teams, ensuring that enterprise GTM priorities are grounded in data, translated into structured insights, and supported through consistent modeling and reporting. You will build and maintain models, dashboards, and analyses that enable visibility into performance, trade-offs, and forward-looking decisions, while also owning the deployment of new models into team workflows, gathering feedback from stakeholders, and continuously improving outputs based on evolving needs and usage.

In addition to supporting core modeling and reporting needs, this role is a core member of the GTM Operations & Modernization team and will take on a rotating portfolio of projects and stakeholder requests as priorities evolve. Expect the role to flex across modeling, dashboarding, performance measurement, structured problem-solving, narrative development, and change management balancing recurring deliverables with project-based work that strengthens GTM's analytical maturity.

You will operate across a global set of GTM, Sales, and Marketing stakeholders, connecting data, analysis, and insights across functions to support a consistent view of GTM performance. In this role, you will:

Responsibilities

• Build and maintain financial and operational models

• Develop dashboards and reporting that connect GTM activity to pipeline and revenue outcomes

• Translate analysis into structured, executive-ready narratives

• Support cross-functional analytical workstreams and special projects

• Provide visibility into performance, trends, and trade-offs to inform decision-making

  Your Day-to-Day May Include:

• Financial Modeling & Forecasting

• Build and maintain financial and operational models that support GTM planning, forecasting, and investment decisions

• Execute scenario analyses to evaluate trade-offs across spend, prioritization, and resourcing

• Support forecasting efforts by integrating inputs from Planning, Financial Management, and business stakeholders

• Develop models that connect marketing activity, pipeline, and revenue outcomes

• Maintain and enhance existing models based on evolving requirements and feedback

  Performance Measurement & Dashboarding

• Develop dashboards that provide visibility into GTM performance across investment areas

• Support tracking of actuals vs. plan, highlighting variances and key drivers

• Enable drill-down views and reporting structures that support different stakeholder needs

• Partner with Business Intelligence and Customer Platform teams to ensure data accuracy, consistency, and usability across various data sources (e.g., CRM, CMS, ClickUp)

• Improve reporting structures and outputs to enhance clarity and decision usefulness

  Data Integration & Analytical Structuring

• Connect data across GTM, Sales, Marketing, and Finance sources into structured analytical outputs

• Apply consistent definitions, logic, and assumptions across models and reporting

• Support efforts to unify reporting definitions, structures, and outputs across global platform firms to enable consistent cross-market visibility

• Translate defined business questions into structured analyses and outputs

• Identify gaps in data availability or quality and propose practical improvements

• Support the development of repeatable analytical frameworks and processes

  Executive Reporting & Narrative Development

• Translate complex analyses into clear, structured narratives that highlight key themes, drivers, and implications

• Develop executive-ready materials (e.g., slides, summaries, dashboards) that communicate insights effectively

• Organize outputs into logical storylines to support decision-making discussions

• Iterate on narratives based on feedback from GTM Planning and leadership to ensure alignment with messaging and priorities

• Surface options, scenarios, and implications—escalating trade-offs to decision owners

  Decision Support & Cross-Functional Collaboration

• Provide analytical support to GTM Planning and Financial Management to inform key decisions

• Support evaluation of GTM initiatives, campaigns, and investments through data-driven insights

• Partner with stakeholders across GTM, Sales, Marketing, and Finance to gather inputs and align outputs

• Contribute to governance forums and working sessions by preparing structured analytical inputs

• Respond to ad hoc analytical requests, balancing speed, accuracy, and clarity

  Operational Discipline & Continuous Improvement

• Strengthen modeling and reporting processes by improving templates, tools, and documentation

• Identify opportunities to reduce manual work and improve scalability of analytics

• Standardize outputs to ensure consistency across reporting and decision-making

• Contribute to modernization efforts that enhance GTM’s analytical capabilities

• Support development of repeatable processes for forecasting, variance analysis, and performance tracking

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Analytics, or related field

• 2–4 years of experience in analytics, financial modeling, or business operations, with demonstrated experience building models or dashboards (not just maintaining or updating existing outputs)

• Demonstrated experience building multi-input financial or operational models and conducting scenario analysis to evaluate trade-offs and outcomes

• Ability to translate loosely defined requirements and ambiguous problems into structured analytical outputs, including models, dashboards, or reporting frameworks

• Demonstrated ability to iterate, improve, and document models, assumptions, and methodologies so outputs can be maintained and extended by others

• Strong attention to detail with the ability to ensure accuracy, consistency, and integrity across models and reporting outputs

• Advanced Excel skills with the ability to build financial models, conduct scenario analysis, and support dynamic reporting

• Experience using business intelligence tools (e.g., Power BI, Tableau) to develop dashboards and communicate insights

• Experience with workflow automation tools (e.g., Power Automate) to streamline model deployment, reporting processes, and data workflows preferred

• Experience working with pipeline, revenue, or CRM-derived datasets preferred

• Knowledge of professional services industry, go-to-market models, sales processes, and marketing performance measurement preferred

• Excellent communication and presentation skills with the ability to influence stakeholders across different levels

• Comfort working in ambiguity and shifting priorities, with a track record of independently structuring work and driving outcomes across multiple workstreams

• Ability to break down complex or undefined problems into component parts and develop a clear path forward

Salary

The base salary range for this position is between $96,000 and $144,000. Placement within the pay range is at Grant Thornton’s discretion, and it is based on multiple factors, including but not limited to, job-related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate.

Benefits

• Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period.

• Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave.
  Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation.
  Additional Details:
  It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law.

• Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact

• For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

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Equal Employment Opportunity Statement

Grant Thornton is an Equal Employment Opportunity Employer. All qualified applicants will receive equal consideration for employment status without regard to any protected class or identity. Performance-based promotions are entirely merit‑based irrespective of any protected class or identifying characteristic and all attempts to uphold this standard will be measured by identical approaches to career development examination.