Outreach is a Seattle-based, high-growth pre-IPO start-up with a $1.3B valuation. We are the number one sales engagement platform that helps companies dramatically increase productivity and drive smarter engagement with their customers. More than 4,000 companies such as Adobe, ADT, Tableau, Okta, DocuSign, SAP, and Cisco depend on Outreach’s enterprise-scale, unparalleled customer adoption, and robust AI-powered Innovation.

The Role

The Senior Financial Planning Analyst is responsible for improving the company’s financial status by analyzing and interpreting data and results, completing comparative evaluations, monitoring variances, identifying trends, and recommending actions to management. This is a critical hire for the FP&A team at Outreach; the perfect candidate for this role will have a high level of independence, accountability, teamwork, good judgment, and attention to detail.

Your daily adventure will include:

• Drive the development of accurate and timely budgets, forecasts, and long-range plans
• Proactively analyze and evaluate the business, identifying key operating trends, opportunities for growth, and more prudent expense management
• Develop and refine key business metrics
• Drives 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
• Assess and implement process improvements to the financial planning cycle
• Build strong cross-functional relationships and influence decision making
• Prepare monthly budget to actual results and other key financial analyses and report on results to key stakeholders
• Develop and maintain the core financial models with well thought through drivers and trend projections
• Perform strategic and scenario analysis to determine present and future performance
• Assist with the development and maintenance of pricing models
• Own quarter end sales compensation reporting package delivered to CFO
• Own quota & capacity model, drive insights for revenue growth
• Drive rep productivity metrics to understand what segments and geographies to invest in
• Ad hoc projects and analyses

Our Vision Of You

• 3-5 years of progressive financial analysis experience
• Proven experience in financial modeling, business analysis, FP&A, analytics, and experience with a financial planning software tool
• Previous experience with Anaplan preferred
• Strong analytical and problem-solving skills
• Ability to drive structure in ambiguity
• Bachelor’s degree in Finance, MBA 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
• Team player with a strong work ethic 
• Strong presence with the ability to interact with Sr. Leadership
• Excellent MS Office skills, specifically Word and Excel

Why You’ll Love It Here

• Generous medical, dental, and vision coverage for full-time employees and their dependents

• Flexible time off

• 401k to help you save for the future

• Company-organized and personal paid volunteer days to support the community that supports us

• Fun company and team outings (or virtual events these days!) because we play just as hard as we work

• Diversity and inclusion programs that promote employee resource groups like OWN (Outreach Womxn's Network)

• A parental leave program that includes not just extended time off but options for a paid night nurse, food delivery, gradual return to work, and the Gottman Institute's Bringing Home Baby course for new parents

• Employee referral bonuses to encourage the addition of great new people to the team

• Plus, unlimited snacks and beverages in our kitchen (once we're back in the office, that is!)

• We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status