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As a key member of the FP&A Team, you’ll be responsible for the revenue modeling including: planning and forecasting revenue, analyzing customer data, and analyzing and reporting revenue related metrics. The role will support enhancing our revenue modeling and curating data to support its development. This role will actively lead the annual budgeting cycle and our quarterly rolling forecast supporting revenue. Reporting to the Vice President of FP&A, you’ll have the opportunity to contribute directly to the scaling of the FP&A team.
Job Responsibility:
Own our revenue model, including development, ongoing enhancements and maintenance to drive accuracy
Proactively mine customer data to analyze behavior to provide key insights to management as well as how we can better model our revenue
Work closely with GTM to improve our bookings and customer expansion forecast accuracy
Report on top-line unit economics and metrics to senior leadership, providing insightful discussion on emerging trends
Work closely with Enterprise Technology Team to design and map revenue activity to support revenue modeling, analysis, and reporting
Lead the development of integrating revenue models in Adaptive, our Financial Planning application
Assist with the preparation of materials for the Board and company leadership
Understand, participate in, and help streamline month end close processes
Partner with GTM Strategy & Operations team and executive leadership to support ad hoc analysis and modeling
Requirements:
Bachelor's degree in Finance, Accounting, or Statistics
5+ years of experience in financial analyst/manager role supporting the planning, analysis, budgeting, forecasting and management reporting preferably in Tech/SaaS industry
Excel/G-sheet (modeling advanced-level)
Working knowledge of management planning applications (Adaptive planning and/or similar tools)
You are authorized to work in the United States without restrictions
What we offer:
Equity program
401(k) retirement plan with company matching
Health, dental, and vision
Flexible Spending Accounts for health and dependent care expenses
Paid parental leave and approximately 10 days (80 hours) per year of sick leave
Seventeen paid vacation days plus 11 federal holidays
Membership to Modern Health to help employees prioritize mental health and wellness
Annual allocation for Learning & Development opportunities and applicable professional membership dues
Company-sponsored life and disability insurance
Work in Downtown Oakland, just steps from the BART line and dozens of restaurants
You will get a powerful Linux laptop and be able to customize your desk setup
Bond over team lunches and out-of-the-box events
Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
Take advantage of learning and career development opportunities