Sr. Financial Analyst - GTM

The Senior Financial Analyst - GTM at Lyra Health serves as the primary finance business partner to the Go-To-Market organization, which involves engaging with the Marketing, Sales, and Customer Success departments. Key duties include supporting the financial planning cycle—annual budgets, quarterly forecasts, and long-range plans—conducting variance analysis, optimizing cost structures, and driving effective spending strategies.

To qualify for the Senior Financial Analyst - GTM role at Lyra Health, candidates should possess a BA/BS degree in Finance, Economics, Accounting, or a related field, along with at least 5 years of experience in FP&A or finance business partnership. Experience specifically in supporting marketing or sales functions is highly preferred, along with advanced skills in Microsoft Excel and familiarity with enterprise software tools such as Pigment and Salesforce.

Lyra Health is dedicated to the professional development of our Senior Financial Analysts. We foster an environment of continuous learning through on-the-job experience, mentorship opportunities, and various corporate initiatives that enhance reporting and analytics skills. Employees also enjoy access to coaching and therapy services as part of our comprehensive employee wellness benefits.

The anticipated annual base salary range for the Senior Financial Analyst - GTM position at Lyra Health is between $95,000 and $146,000. This range reflects the role's level and the specific skills, qualifications, experience, and location of the candidate. Additionally, this role may include eligibility for discretionary bonuses as part of the overall compensation package.

The Senior Financial Analyst - GTM position at Lyra Health offers flexibility in work arrangements. Candidates can choose to work from our Burlingame, CA headquarters, in a hybrid model, or opt for a fully remote setup, provided they are based within the United States. This flexibility supports a healthy work-life balance and promotes productivity.

In responding to this question, outline your relevant FP&A experience and highlight specific instances where you supported Go-To-Market teams. Focus on financial processes you've managed, insights derived from analysis that drove operational improvements, and any cross-departmental collaborations that enhanced business strategy.

When discussing variance analysis, explain your approach to identifying discrepancies between budgeted and actual figures. Highlight the importance of understanding the underlying reasons for variances and how you present actionable insights to stakeholders.

In your answer, describe your methodology for gathering input from different departments, analyzing historical data, and considering market trends. Emphasize the collaborative aspect of your forecasting process and how you ensure alignment with overall business objectives.

Discuss critical metrics such as Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), conversion rates, and return on investment (ROI) on marketing campaigns. Explain how these metrics can inform strategy and decision-making within a Go-To-Market context.

Share a specific example of a cost optimization project, detailing the analysis process, implementation steps, and the outcomes. Highlight how your financial expertise helped save the company resources and drive better spending efficiency.

Talk about your past experiences using enterprise software tools, specifically how you've utilized them for financial analysis and reporting. Share examples of how these tools enhanced data accuracy and streamlined processes in your prior roles.

Emphasize the importance of tailoring your communication style to your audience—whether marketing, sales, or senior leadership. Discuss techniques like regular updates, visualization tools, and collaborative platforms to foster effective communication.

Illustrate your prioritization methods, such as assessing task urgency and importance, and using project management tools to stay organized. Discuss any strategies you employ to maintain quality output even under time constraints.

In your response, share the techniques you leverage to break down costs associated with customer acquisition, discuss the importance of segmenting data by channel, and highlight how this analysis supports marketing investment decisions.

Discuss how a Senior Financial Analyst not only reports financial data but also contributes to shaping strategic decisions by providing insightful analysis, identifying risks, and offering recommendations based on financial implications. Highlight the importance of aligning financial insights with the company's goals.