Senior Financial Analyst - Sales Finance at Outreach
Your Daily Adventures Will Include
- Partnering and building relationships with Leadership in Customer Success, Services, and Sales organizations
- Leveraging data and insights to provide strategic and operational finance support to the Customer Success Organization to help drive customer adoption, retention, and expansion
- Reviewing, analyzing, and forecasting retention and renewal of financial KPIs
- Developing ROI analysis to track and articulate financial impact related to customer retention and satisfaction and the impact on topline growth
- Proactively deep-diving data and creating new reporting and dashboards to derive insights and conclusions related to customer retention
- Understanding the entire Sales cycle from the top of the funnel to the satisfaction and retention of the customer and leveraging data to derive conclusions on how to improve it
- Providing financial modeling support on Customer Success and Sales programs and strategic initiatives
- Performing strategic and scenario analysis to determine present and future performance
- Delivering a high standard of quality and accuracy in financial reporting and forecasting
- Assisting with the preparation of the Board of Directors materials, management reporting, and project-based analyses that summarize business performance with recommendations for necessary actions or changes
- Proactively analyzing and evaluating the business, identifying key operating trends and opportunities for growth
- Ad hoc projects and analyses
Our Vision Of You
- 3-5 years of progressive financial analysis experience
- Strong presence with the ability to interact with Sr. Leadership
- Proven experience in financial modeling, business analysis, FP&A, business integration, and analytics
- Prior experience in a technology/software/SaaS company
- Strong analytical and problem-solving skills
- Ability to drive structure in ambiguity
- Highly Curious
- Bachelor’s degree in Finance or related field
- MBA is a plus
- Ability to multi-task and work in a challenging fast-paced environment
- Excellent communication skills (written, verbal, and listening)
- Maturity, professionalism, and a high level of discretion are required
- Strong work ethic with a positive, can-do attitude
- Excellent MS Office skills, specifically Word, Excel, and PowerPoint