Senior Financial Analyst

Overview

Job Description

Responsibilities

• - Support monthly and quarterly reporting and forecasting, annual financial planning, and long-range planning
• - Build and maintain custom reports/dashboards by department, identify budget variances, and suggest appropriate actions as needed
• - Help prepare materials for Board of Directors meetings and reporting for company leadership
• - Partner with Accounting team to support month-end close
• - Streamline manual financial reporting processes, and create new dashboards that provide greater insights on business trends
• - Provide ad hoc financial analysis to support decision making across the organization
• - Identify and execute on opportunities for reporting enhancements and process improvements

Required Skills

• - Analytical mindset with a penchant for problem solving and working with large amounts of data
• - Bias for action, high attention to detail, and ability to work independently as well as collaborate within a team
• - Enterprise SaaS experience, and experience working in fast-paced, scaling organizations are a plus
• - Investment banking, consulting experience, or corporate FP&A experience preferred
• - 4+ years of experience
• - Experience building and maintaining complex financial models, and producing management-level reporting
• - Strong working knowledge of financial planning tools (Adaptive, Mosaic, Anaplan, etc.), and experience with data analytics and visualization platforms (Sigma, Looker, etc.)
• - Advanced skills with Google and Microsoft Suite (Excel / Google Sheets, PowerPoint, etc.)

Benefits

• - Unlimited PTO - we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
• - 16 weeks paid parental leave (including adoption and foster care)
• - 100% paid insurance premiums for you and your dependents
• - 401k retirement matching - up to 5% dollar-for-dollar match to retirement contributions
• - $1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
• - $250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
• - $300/month co-working space rental reimbursement
• - $2,000/yearly professional education budget for conferences, courses, workshops, books, etc.
• - $1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work
• - One month sabbatical after five years at Customer.io