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Senior Analyst - Strategic Finance

Posted 8 days agoViewed

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💎 Seniority level: Senior, 2-4 years

📍 Location: USA

💸 Salary: 93600.0 - 146000.0 USD per year

🔍 Industry: Cloud contact center solutions

🗣️ Languages: English

⏳ Experience: 2-4 years

🪄 Skills: SQLData AnalysisBudgetingFinancial analysisPowerPoint

Requirements:
  • Bachelor’s degree in Finance, Economics, Business, Accounting or a highly analytical field (i.e. Engineering, Math).
  • 2-4 years of relevant experience in investment banking, consulting, private equity, investing or FP&A/strategic finance (SaaS experience a plus).
  • Background in Investment Banking highly preferred.
  • Advanced proficiency in Excel and PowerPoint (GCP, BigQuery, & SQL experience a plus).
  • Exceedingly strong analytical acumen and financial modeling capabilities.
  • Detail-oriented and systematic approach resulting in high levels of accuracy.
  • High level of integrity, professionalism, motivation and attention to detail.
  • Ability to succeed with substantial autonomy, pro-activity and self-starter mentality.
  • Exceptional communication skills with experience presenting to executives.
  • Strong organization skills, including ability to manage multiple projects / competing priorities under tight deadlines in parallel.
Responsibilities:
  • Build and maintain top and bottom-line financial forecasts, reporting of key metrics and ad hoc financial models.
  • Create deeply thoughtful analyses and presentations to communicate strategic recommendations to senior leadership.
  • Distill huge amounts of data into actionable insights and trends, updating management regularly on the health of the business.
  • Design, implement and track important financial and operating metrics, benchmarking performance against strategic goals.
  • Prepare materials for key stakeholders, including Five9’s executive team, Board of Directors and investors.
  • Partner cross-functionally with every line-of-business, including cloud ops, product, sales, marketing, professional services and customer support.
  • Execute on capital raising transactions from inception to close.
  • Drive finance-wide initiatives, including process improvement and automation.
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Related Jobs

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📍 United States

🧭 Full-Time

💸 93600 - 146000 USD per year

🔍 Cloud contact center solutions

🏢 Company: Five9👥 1001-5000💰 $747,500,000 Post-IPO Debt 10 months ago🫂 Last layoff 4 months agoCustomer ServiceSaaSCall CenterSalesEnterprise Software

  • Bachelor’s degree in Finance, Economics, Business, Accounting or a highly analytical field.
  • 2-4 years of relevant experience in investment banking, consulting, private equity, investing or FP&A/strategic finance.
  • Background in Investment Banking highly preferred.
  • Advanced proficiency in Excel and PowerPoint (experience with GCP, BigQuery, & SQL is a plus).
  • Exceedingly strong analytical acumen and financial modeling capabilities.
  • Detail-oriented and systematic approach with high accuracy.
  • High level of integrity and professionalism.
  • Ability to work autonomously and proactively.
  • Exceptional communication skills with experience presenting to executives.
  • Strong organizational skills to manage multiple projects under tight deadlines.

  • Build and maintain top and bottom-line financial forecasts, reporting of key metrics and ad hoc financial models.
  • Create analyses and presentations to communicate strategic recommendations to senior leadership.
  • Distill large amounts of data into actionable insights and report on business health.
  • Design and track important financial and operational metrics against goals.
  • Prepare materials for key stakeholders, including the executive team and investors.
  • Partner cross-functionally with various line-of-business teams.
  • Execute capital raising transactions from inception to close.
  • Drive finance-wide initiatives, including process improvements and automation.

SQLGCPCommunication SkillsAccountingAttention to detailProcess improvementPowerPoint

Posted about 1 month ago
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