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Shield Financial Jobs in Washington (NOW HIRING)

Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Scaling a mission-driven company at this pace requires financial precision, rapid insight, and a ...

Lead GTM Finance Analyst

Washington, DC · On-site

$110K - $160K/yr

Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Scaling a mission-driven company at this pace requires financial precision, rapid insight, and a ...

You will influence high-visibility proposals, help shape strategic pricing decisions, and improve the financial rigor behind major business opportunities across Shield AI. Required qualifications:

Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Establish and maintain accurate program schedules, financial forecasts, staffing plans, and risk ...

Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Establish and maintain accurate program schedules, financial forecasts, staffing plans, and risk ...

Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Partner with business leaders, Px, Finance, Manufacturing, Engineering, Security, EH&S, and ...

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Shield AI is a venture-backed defense-tech company with the mission of protecting service members ... Partner with HRIS, Payroll, Legal, and Finance to maintain compliance and alignment with internal ...

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Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
What job categories do people searching Shield Financial jobs in Washington look for? The top searched job categories for Shield Financial jobs in Washington are:
What cities in Washington are hiring for Shield Financial jobs? Cities in Washington with the most Shield Financial job openings:
Infographic showing various Shield Financial job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Lead GTM Finance Analyst

Shield AI

Washington, DC

Full-time

Posted 29 days ago


Job description

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.

$110,000 - $160,000 a year
#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.
 
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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. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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