Senior Financial Data Analyst

Summary

Join PandaDoc as a Strategic Financial Analyst and become a key player in driving and scaling our rapid growth. You will partner with C-level executives and their teams, focusing on planning, forecasting, and analysis for the Sales Finance groups. This role offers the opportunity to build a world-class FP&A organization and contribute to a dynamic, fast-paced environment. The ideal candidate is highly motivated, analytical, and skilled in data analysis and insightful communication. You will leverage your financial background to influence strategic decisions, design analytical models, and drive reporting processes. This position requires strong analytical, problem-solving, and communication skills, along with experience in a similar field.

Requirements

• Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
• Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
• Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
• Relationship Building: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels
• Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups
• 4+ years of experience in investment banking, consulting, corporate/strategic finance or similar field
• A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications)
• Experience working with large data sets using SQL
• Advanced Excel and strong PowerPoint skills are required

Responsibilities

• Leverage your financial background to support and influence key strategic and business decisions
• Design and provide analytical rigor to measure efficiency and ROI of investments in headcount and non-headcount expenses
• Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, monthly reviews, long-range plans)
• Build and own models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy
• Define metrics and leading indicators of business performance
• Partner with cross functional teams, such as Data Science, to develop reporting dashboards
• Drive continuous process improvement, standardization, simplification and reporting enhancements

Preferred Qualifications

• Ability to build dashboards in Tableau
• Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view
• Prior experience with SalesForce.com or ERP/NetSuite
• Prior experience in a high-growth high tech/software/SaaS organization

Benefits

• Employees may be able to purchase company stock (or receive annual bonuses)
• Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans
• Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company-paid holidays off per year
• The annual OTE is up to $145,000-180,000 (base + bonus combined)