Senior Strategic Financial Analyst

Summary

Join PandaDoc as a Financial Analyst and play a key role in scaling the company's growth. You will collaborate with C-level executives and teams on planning, forecasting, and analysis. This position requires strong analytical skills, financial acumen, and the ability to translate data into actionable insights. The ideal candidate has 4+ years of FP&A experience and excels at building financial models. You will be a part of a dynamic FP&A organization, contributing to strategic decision-making and process improvement. PandaDoc offers a competitive salary and benefits package, including stock options, comprehensive health insurance, paid time off, and a positive work-life balance.

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
• 4+ years of experience in Financial Planning and Analysis (FP&A), consulting, or a related function
• A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications)
• Experience building financial models of large scale programs including identifying, assessing and controlling for uncertainty and risk
• Advanced Excel and strong PowerPoint skills are required

Responsibilities

• Collaborate with GTM and Product leaders to develop annual budgets, forecasts and financial plans for the Retention funnel
• 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 or other BI tools
• 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 $135,000 - $150,000 (base + bonus combined)