Description
Overview of the Role
The Finance & Strategy (F&S) team serves as a trusted advisor to the business to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for a bright, goal oriented individual that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. The Corporate team runs the Company’s short & long term financial planning processes. As a Senior Financial Analyst (SFA), you will play an integral role assisting the short term planning team. This is a high visibility, high impact role where you will interact with senior leadership on a regular basis.
Responsibilities
Own annual Plan processes & budget target management, tracking risks & opportunities, & creating budget review materials for EVP of Finance & COFO
Create and present ad hoc financial & scenario analysis including but not limited to total company operating margin, strategic spend, external P&L and expense trends
Partner proactively with Revenue, Treasury, Tax & other Finance teams during the Company’s key planning processes & quarterly earnings cycles in the development of consolidated Plan, Outlook, and Results deliverables
Support quarterly external guidance process in partnership with Investor Relations by providing insights on total company operating margin, earnings per share, and other key guided metrics
Support broader plan/OL team financial modeling & reviews as needed for FX, OIE, Purchased Intangibles, Tax info, & geographic investment analyses
Own the total company operational scorecard for the COFO highlighting the forecasts & results of key topline, headcount, and efficiency performance metrics in partnership with F&S
Partner across Close/Outlook/LRP teams to operationalize more real-time P&L updates in scenario model & understand the flow through on 3-statement financials (current year & LRP)
Build & maintain cross functional relationships with the broader F&S team
Required Qualifications
2+ years related experience in FP&A, Accounting, Analytics, or Management Consulting
Foundational FP&A experience required with a deep knowledge of financial statements
Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way
Ability to work collaboratively in a team environment with competing priorities and influence at all levels within the organization
Advanced skill with financial modeling in Excel or GSheets
Highly motivated, detail oriented, self-aware and responsive
Experience creating Powerpoint/Google Slide presentations for management.
BA/BS degree or equivalent
Preferred Qualifications
Large-scale technology or SaaS company experience preferred
Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets
Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment
Strong financial modeling skills
Proven process-improvement track record
This role is hybrid and goes into the office 3 days per week.