Senior Financial Analyst

Summary

Join Outreach's Go-To-Market (GTM) FP&A team as a Senior Financial Analyst! This remote US-based role involves forecasting and monitoring global Sales expenses, managing quotas, and improving financial processes. You will develop budgets, analyze results, build financial models (including commissions), and support strategic initiatives. Strong collaboration with various teams is crucial. The ideal candidate possesses 3+ years of relevant finance experience, preferably in SaaS, with expertise in quota support and design. A deep understanding of GAAP, advanced Excel skills, and data modeling proficiency are essential.

Requirements

• 3+ years of relevant finance or accounting experience, preferably some experience in the SaaS industry with familiarity with FP&A support of these internal teams
• Solid understanding of GAAP and financial statements
• Systems inclined with deep curiosity for leveraging systems to work more efficiently
• Highly detail-oriented and general love for data
• Advanced knowledge of Excel and proficiency with data models
• Comfortable developing and presenting business results, models, and financial plans
• Drive, enthusiasm, and eagerness to make an impact
• BA/BS degree in finance or accounting, or a highly analytical field (Engineering, Math, and Computer Science)

Responsibilities

• Support the development of accurate and timely budgets, forecasts, and quotas
• Suggest opportunities to improve forecast accuracy and forecasting processes
• Prepare monthly budget vs. actual results and other key financial analyses and report on results to key stakeholders
• Develop and maintain financial models, including commissions expense model, with well thought through drivers and trend projection
• Provide headcount tracking and financial modeling support on programs and strategic initiatives for global Sales organization
• Build strong cross-functional relationships and communicate with business partners regarding personnel and other expense requests
• Develop and manage the quota framework, ensuring alignment with business goals
• Collaborate with revenue operations, commissions, and sales compensation teams to maintain and support quota processes
• Provide insights and recommendations to ensure quotas drive optimal performance

Preferred Qualifications

• Previous experience working with Sales Quota support and design
• Experience with Anaplan or other financial planning software

Benefits

• Incentive compensation
• Bonus
• Restricted stock units
• Benefits