The Opportunity:
The Financial Planning & Analysis (FP&A) team serves as a strategic partner to the business, analyzing key financial and operational drivers across the company, in order to support the business’ growth and success. As an analyst supporting the team, you will manage and refine key financial models and data, help create our annual budget and financial targets, and work directly with operational leaders across multiple functions to support execution against our goals. Your work will be highly cross-functional and play a pivotal role in connecting the dots across the organization through a financial lens, ensuring operational alignment and informing decision making.
What You’ll Do:
- Manage financial forecasts and analyses that may include revenue, ARR, bookings, attainment, customers, sales capacity, product, company expenses, headcount / workforce, and cash flow - translating insights into recommendations for senior leaders
- Partner with senior business leaders across various departments, such as go-to-market (GTM, including sales), Product and Engineering, and G&A, to manage and shape their departmental budgets and track performance
- Work with finance management on quarterly Board materials, including coordination and consolidation across stakeholders
- Partner with the Accounting team for monthly / quarterly flux analysis and financial close items
- Assist in planning and budgeting cycles, ensuring consistency in tools, templates, and processes across the organization
- Become proficient with various financial planning and business intelligence (BI) tools, including but not limited to Pigment, Tableau, and Metabase
- Assist with ROI and profitability analyses on regional and sales channel levels to support data-driven decision making
- Work on ad hoc projects and strategic initiatives for senior management, which may include assessing analyzing various business challenges / opportunities and proposing solutions
Who You Are:
- 2+ years of professional experience in FP&A, Corporate Finance, Investment Banking, or other related field
- Bachelor's degree in finance, accounting, business, or economics
- Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data
- You are a clear, concise communicator and team player with a humble mindset and ‘can-do’ attitude
- MBA or CFA is a plus but not required;
- Solid understanding of Workday Adaptive Planning or Pigment is a plus, but not required
- Experience in or understanding of a consumption-based software business model
