Sr. Financial Analyst, Customer Success
Proofpoint
- Sunnyvale, CA
- $183,370 per year
- Permanent
- Full-time
- Lead the development and maintenance of financial models, forecasts, and budgets for the Customer Success and Professional Services organizations.
- Analyze key financial and operational metrics to identify trends, opportunities, and risks, and provide actionable recommendations to management.
- Collaborate closely with cross-functional teams, including Support, Managed Services, Operations, and Finance, to ensure alignment of financial goals with business objectives.
- Prepare comprehensive monthly, quarterly, and annual financial reports and presentations for senior management, highlighting performance against targets and key metrics.
- Drive the annual budgeting and quarterly forecasting processes, including gathering input from stakeholders, analyzing trends, and presenting financial projections.
- Conduct ad hoc financial analysis and special projects as needed to support strategic initiatives and continuous improvement efforts within the organization.
- Proven experience as a Finance Partner supporting Professional Services, working collaboratively with functional leaders to support the achievement of their operational and functional goals experience.
- Experience working directly in an FP&A environment modeling headcount and expenses.
- Experience with a financial planning tool, ERP and CRM required. Experience with Adaptive Planning, Salesforce.com a plus.
- Sound understanding of accounting theory and practice (e.g. basic revenue recognition rules, company capitalization policies and proper expense timing)
- Rock Star mastery of Word, Excel and PowerPoint
- Excellent communication skills with all levels of an organization
- Ability to develop and maintain complex financial models
- Ability to question the output of a financial model and consider options for improvement
- Capability at effectively managing time, prioritizing tasks and working within deadlines
- Team player approach with strong organizational and interpersonal skills
- Education that serves as a foundation for your experience in Finance, such as a BA/BS degree in finance or accounting with 5+ years of financial analysis experience