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GTM Planning Performance & Modeling Senior Associate

edison, nj • Posted 1 weeks ago
Onsite Full Time Finance

Overview

Grant Thornton is seeking a GTM Planning Performance & Modeling Senior Associate to join the team. The Senior Associate will execute and support the quantitative and analytical backbone of GTM planning and performance management, focusing on financial modeling, performance measurement, and data-driven insights that connect 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 enterprise GTM priorities are grounded in data, translated into structured insights, and supported through consistent modeling and reporting. The role involves building and maintaining models, dashboards, and analyses that enable visibility into performance, trade-offs, and forward-looking decisions, while also deploying new models into team workflows, gathering stakeholder feedback, and improving outputs based on evolving needs.

The role is a core member of the GTM Operations & Modernization team and will rotate across projects and stakeholder requests as priorities evolve, spanning modeling, dashboarding, performance measurement, structured problem-solving, narrative development, and change management.

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.

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

  1. 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
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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
  • Core Modeling & Analytical Capability
  • 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
  • Demonstrated ability to iterate, improve, and document models, assumptions, and methodologies
  • Strong attention to detail with accuracy and integrity across models and reporting
  • Translate analysis into structured narratives
  • Data & Tooling Experience
  • Advanced Excel skills for financial models and scenario analysis
  • Experience using BI tools (Power BI, Tableau) to develop dashboards
  • Experience with workflow automation tools (Power Automate) to streamline deployment
  • Experience with pipeline, revenue, or CRM-derived datasets preferred
  • Knowledge of professional services go-to-market models and marketing performance measurement preferred
  • Ways of Working
  • Strong communication and presentation skills to influence stakeholders
  • Ability to work in ambiguity and drive outcomes across multiple workstreams
  • Ability to break down complex problems and develop a clear path forward

Salary and benefits information, as well as broad company information, have been retained to reflect the original content where legally required. For full details on compensation ranges, benefits, and equal opportunity policy, please refer to the original postings and company policies.

Expiring/Legal Notices

The policy of Grant Thornton includes equal employment opportunity and accommodations for applicants with disabilities. Employment decisions are made without regard to protected characteristics. Reasonable accommodation requests can be sent to This posting may contain information about location-specific requirements for Los Angeles and Massachusetts applicants as applicable.

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