RSaaSWorkdayStrategic PlanningCommunicationRemote Work
About this role
Role Overview
Proactively partner with R&D and G&A leaders to guide strategic planning and forecasting, bringing thoughtful perspective and constructive challenge when needed.
Build and maintain financial models to evaluate headcount investments and other operating expenses.
Assist with ad-hoc analyses to inform investment decisions and long-term planning.
Support the monthly and quarterly close by partnering with Accounting on accruals and expense review, conducting variance analysis, and delivering executive-ready reporting with clear risk and opportunity insights.
Improve forecast accuracy and enhance reporting processes to increase visibility and accountability across teams.
Drive process and system improvements that enhance scalability, efficiency, and financial insights as the company grows.
Requirements
Bachelor’s degree in accounting, finance, business or related fields with 4+ years relevant work experience.
Experience supporting R&D organizations within SaaS environments, with a strong understanding of Engineering and Product cost drivers.
Strong quantitative and analytical skills, with the ability to build financial models and translate outputs into actionable business insights.
Ability to operate effectively in a fast-paced, evolving environment, managing multiple priorities with attention to detail.
Demonstrated ability to partner cross-functionally and influence stakeholders at various levels of the organization.
Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
Experience with Workday Adaptive Planning and NetSuite; proficiency in Google Workspace required. Experience with data visualization tools is a plus.
Authorized to work lawfully in the United States of America as Calendly does not engage in immigration sponsorship at this time.