Senior Financial Analyst – Customer Office

Role Overview

The Senior Financial Analyst will support the Worldwide Customer Office, serving as a finance partner to the Chief Customer Officer and his VPs. The role involves developing and maintaining forecasts, budgets, and multi-year models for each function, as well as analyzing trends and risks to recommend actions to management.

What You Will Do

The day-to-day responsibilities include serving as finance partner to the CCO and his VPs, supporting the long-range plan, annual budget, and quarterly forecast processes, and leading development and maintenance of forecasts, budgets, and multi-year models for each function.

Why It Might Be a Fit

The ideal candidate will have experience as a finance partner to Customer Success, Support, Professional Services, and Renewals leaders, including presenting to executives, and strong SaaS metrics fluency (ARR, churn, NRR/GRR).

Requirements

• Experience as a finance partner to Customer Success, Support, Professional Services, and Renewals leaders, including presenting to executives.
• FP&A experience modeling headcount and expenses, with strong SaaS metrics fluency (ARR, churn, NRR/GRR).
• Experience analyzing gross and contribution margin for a services or subscription offering, including cost allocation methodology.
• Experience with a financial planning tool, ERP, and CRM. Adaptive Planning strongly preferred; Salesforce a plus.
• Working knowledge of variable compensation metrics (OTE, quota, pay mix) for headcount cost modeling.
• Sound accounting foundation (revenue recognition, capitalization policy, expense timing). ASC 606 and ASC 340-40 familiarity is a plus.
• Advanced Excel, Power BI, and PowerPoint.
• Early adopter of AI tools to improve efficiency, with the judgment to verify outputs.
• Ability to build and maintain complex financial models, and to question their outputs and consider improvements.
• Excellent communication skills with all levels of an organization.
• Ability to manage time, prioritize, and work within deadlines.
• Team player approach with strong organizational and interpersonal skills.
• BA/BS in finance or accounting with 5+ years of financial analysis experience.

Benefits

• Competitive compensation
• Comprehensive benefits
• Career success on your terms
• Flexible work environment
• Annual wellness and community outreach days
• Always on recognition for your contributions
• Global collaboration and networking opportunities