Key skills
SaaSSalesforceResource Planning
About this role
Role Overview
- Work closely with our CX teams, and be a key thought partner supporting their efforts as our business grows
- Analyze financial results, understand key trends, assess current and future business risks and opportunities, and communicate insights
- Drive operational reporting including PS & Success Package P&L management, monthly/quarterly management reports and executive dashboards
- Support the company-wide annual and long-range planning processes
- Collaborate with CX teams and Accounting on month-end close activities, vendor trend reviews and allocations
- Enable resource planning and capacity & utilization modeling for our Professional Services team
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics or equivalent area.
- 2-4 years experience in FP&A/Strategic Finance at a High Growth Startup or Public Company (Enterprise Software / SaaS experience a plus)
- Strong understanding and substantial knowledge of complex financial modeling, GAAP accounting and FP&A best practices
- General knowledge and experience supporting GTM and Professional Services teams with understanding of key operating metrics
- Experience with Financial Planning tools (Adaptive, Netsuite), Salesforce, Certinia (fka FinancialForce)
- Expert in Excel and Google Suite with extensive knowledge of and ability to build, adapt and scale financial models.
Benefits
- Full-time U.S. employees enjoy a comprehensive benefits program including equity, health, dental, vision, 401(k)+ employer match, wellness, commuter, and more.