RefolkCandidates
Open nowFinanceFinance Division

Lead GTM Finance Analyst (R5361)

Shield AI · Washington, DC

Location
Washington, DC
Employment
Full time
Level
Mid level
Posted
2 months ago

About this role

Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software, V-BAT and X-BAT aircraft, and Aechelon simulation and synthetic reality technologies. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI’s technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube.

Job Description:

We are building advanced autonomous systems that redefine the future of defense and national security. Scaling a mission-driven company at this pace requires financial precision, rapid insight, and a data backbone built for speed and accuracy.

We are hiring a GTM Finance business partner to support Sales, Business Development, Marketing, and Customer Success. This is a hybrid role across finance, data engineering, and operational strategy - ideal for someone who moves confidently between modeling, systems, and decision-making.

You will own the end-to-end GTM cost structure: OpEx budgets, headcount planning, spend analytics, and the data pipelines and reporting frameworks that power GTM intelligence. You’ll also set the SOPs and data quality standards that shift finance from reactive reporting to proactive leadership.

If you thrive in high-stakes environments and believe finance should steer the business - not just record it - you’ll excel here.

What you'll do:

    Headcount & Spend Management
  • Build and maintain GTM headcount, spend forecasting, tracking, and capacity model
  • Provide full visibility into GTM Opex, identifying cost drivers and resource optimization opportunities
  • Monitor actuals vs. plan and forecast; drive accountability with cost center owners
  • Partner with Data Engineering and system owners to automate headcount reconciliations across HR, Finance, and GTM systems - including unit economics
  • Data Engineering & Analytics Infrastructure
  • Partner with Data Engineering and BI to define data architecture, KPIs, and source-of-truth models
  • Build automated reporting workflows and capacity models in partnership with Data Engineering or Anaplan teams
  • Write and maintain SQL for ETL workflows across the data lake / Databricks environment
  • Build and manage scalable, reliable data pipelines powering GTM finance reporting
  • Create semantic data models and curated reporting tables for consistent cross-team metrics
  • Build dashboards in Databricks, Power BI, or similar tools for real-time GTM visibility
  • Data Quality, Governance & SOPs
  • Establish and enforce data quality monitoring, validation rules, and anomaly detection
  • Write SOPs for key GTM finance processes: close, headcount reconciliation, budget loading, variance reporting
  • Drive consistent KPI and metric definitions across GTM, Finance, and Data
  • Implement data governance practices to protect reporting integrity
  • Identify data or process gaps and propose scalable solutions
  • Cross-Functional Collaboration & Process Improvement
  • Partner with Revenue Ops, HR, Recruiting, Accounting, and Data to ensure financial plans match operational reality
  • Collaborate with Revenue Operations on quotas, pipeline forecasting, and GTM capacity
  • Continuously streamline tools, reporting, and processes with an automation-first mindset
  • Lead special projects and strategic analyses for finance leadership

Required qualifications:

  • Bachelor’s degree in finance, Accounting, Economics, Business, CS, or related field
  • 3 - 6 years of experience in FP&A, GTM Finance, Sales Finance, RevOps, or equivalent analytical roles
  • Strong SQL skills, including the ability to write, optimize, and troubleshoot queries on large datasets
  • Proficiency with AI tools to improve analysis speed, accuracy, and productivity
  • Experience with cloud data platforms (Databricks, Snowflake, Redshift, etc.) and ETL/pipeline concepts
  • Demonstrated ability to build headcount models and GTM or corporate OpEx budgets
  • Advanced financial modeling skills in Excel; strong driver-based forecasting experience
  • Excellent communication skills with both technical and non-technical stakeholders
  • Exceptional attention to detail and commitment to data accuracy
  • Ability to operate independently in a fast-paced, mission-driven environment
  • Must be authorized to work in the United States

Preferred qualifications:

  • Experience in defense tech, aerospace, or dual-use hardware/software
  • Exposure to U.S. government contracting or milestone-based revenue models
  • Proficiency with AI tools to improve analysis speed, accuracy, and productivity
  • Experience with Anaplan or similar planning tools; ERP/CRM experience (Oracle, NetSuite, Salesforce)

Who you are:

  • Growth mindset - you actively seek feedback, learn quickly, and continuously raise your own bar
  • First principles thinker - you dig into the “why” to design smarter, simpler, more scalable solutions
  • Data and AI first operator - you automate, streamline, and systematize every process you touch
  • Highly collaborative - you build trust across Sales, Ops, Engineering, and Data
  • Operationally sharp - you turn messy input into fast, high quality decisions
  • Mission driven - motivated by work with real stakes and real impact
  • High ownership - you drive projects from ambiguity to execution without waiting to be asked
  • Rigorous yet pragmatic - you balance precision with speed and know when each matter

Why this role matters:

    The GTM Finance business partner is the connective tissue between our growth ambitions and financial reality. Every headcount plan, marketing dollar, GTM model, and sales capacity decision depends on the insights and infrastructure you build.

    You will shape how we invest, how fast we scale, and how effectively we win.
    High impact. High visibility. Mission-critical.

    This is finance with impact - high visibility, high complexity, and a direct line to the strategic decisions shaping how we go to market and win.

#LI-TF1 #LD
Full-time regular employee offer package: Pay within range listed + Bonus + Benefits + Equity Temporary employee offer package: Pay within range listed above + temporary benefits package (applicable after 60 days of employment) Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information. ### Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.

As published by Shield AI. Applications are handled on their site.

Skills this posting mentions

Data EngineeringModelingSales & Marketing

About Shield AI

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software, V-BAT and X-BAT aircraft, and Aechelon simulation and synthetic reality technologies. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI’s technology actively supports operations worldwide.

All 437 openings at Shield AI

One click, then it is written

Apply to Shield AI with a resume written for this role.

Queue Lead GTM Finance Analyst (R5361) and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Shield AI’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

More roles at Shield AI

See all

Similar roles elsewhere

See more

Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Shield AI publishes. Refolk is not the employer and does not handle their hiring. Applications go to Shield AI directly.