James Grunwald

About James Grunwald

A passionate, people-driven finance leader for high-growth startups, from early fundraising rounds to IPO/SPAC & M&A. Focused on data, systems, and executive reporting to explain key financial trends and KPI\'s to internal and external audiences. Combining an impact-driven approach with high quality of work. Industry experience includes B2B SaaS, Manufacturing, Technology, Retail and e-Commerce, and Consumer Social. Early-stage financial operations (Series A, B, and C) Late stage finance operations (IPO, de-SPAC) Finance Reporting & Forecasting (Adaptive, Causal, Mosaic) KPI\'s and Industry Metrics (Customer Lifetime Value, Retention, Cohort Analysis) Dashboarding & Data Visualization (Metabase, BigQuery, Low-code Analytical Tools)🧑‍ ERP Implementations and Systems (Multiple NetSuite implementations) Fundraising (Supported $500M+ in Equity & Debt financing)🧾 Compensation & Equity (Cap Table Management, equitable compensation)

Experience

1. Director of Fp & a (Gtm)

   LastPass

   Sep 2024 — Present

   In my current role as Director of Go-To-Marketing FP & A (GTM Finance), I:• A key member of the FP & A team to partner with GTM leaders by supporting strategic decision-making, providing business insights and helping to predict the future of the business.• Lead & own all GTM analytics, forecasting, bookings targets, and expense management for Sales, Marketing, Customer Success. Executive partnership with CRO, CMO, COO in line with AOP; manage 2 Sr Financial Analysts & one contract analyst.• Build & own key GTM KPI’s: Led creation & data analysis for 12 quarters of Key SaaS Metrics; owned reports out to Board & CFO, monthly leadership targets & planning, and segmentation insights. KPI’s include pipeline by channel, customer segment, win rates, Average Deal Size (ADS), conversion rates pipeline stage, trial-to-paid, & expansion rates.• Board Slides & Leadership Initiatives: Own all GTM, ARR, and cost slides; led segment analysis of new product launch to identify incremental impact, cannibalization risk (of legacy skus), and revamp sales enablement plays• Adaptive & Excel Sales Quota Planning: Built by-geo, by-segment targets, quotas, attainment, and commissions plans by group (including sellers, managers, and overlay) in Excel, and replicated in Workday Adaptive for capacity planning.• Core Finance/FP & A: Own weekly bookings forecasts, monthly BvA’s, cost envelopes, end-to-end AOP planning including bookings waterfalls to FY26 growth rates, headcount planning, and cross-department synergies.

Education

• SOAS University of London

  Master’s Degree, Quantitative Finance

  2018 — 2020

• The Master's University

  Bachelor’s Degree, Business Administration and Management, General

• The Master's University

  Bachelor’s Degree, Political Science and Government

Skills

• Powerpoint
• Microsoft Excel
• Customer Service
• Piano Playing
• Social Media
• Management
• Leadership
• Access
• Microsoft Word
• Public Speaking
• Analysis
• Training
• Community Outreach
• Event Planning
• Research
• Microsoft Office
• Nonprofits
• Teaching