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Senior Financial Analyst

Palo Alto, CA

At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.

We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #16 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.

At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.

  • Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
  • Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
  • Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
  • Talkdesker: YOU!

Talkdesk seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our FP&A team. Combining an understanding of finance, practical knowledge of financial statements and using data to make-and-drive decisions, this candidate will perform various financial planning and analysis processes to support key strategic decisions, drive Talkdesk growth, and ensure financial objectives are achieved.

 

Responsibilities:

  • Present strategic guidance and actionable recommendations to R&D team leaders and executives to influence the business and serve as a trusted partner
  • Provide analytical and business support with financial forecasting, budgeting, variance analysis, close responsibilities, and annual plan processes
  • Prepare dynamic monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior leadership
  • Build models and identify opportunities to optimize cloud infrastructure and carriers expenses
  • Partner with budget owners to analyze software usage and spend trends
  • Develop new processes and tools to drive scalable analysis and insights
  • Build strategic reports and present scenario models for efficient allocation of resources to projects/products to senior leadership 
  • Create models and ad hoc analysis to help management evaluate the impact of decisions on short and long term plans
  • Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

 

Requirements:

  • 3+ years of relevant finance experience preferred; SaaS experience strongly preferred
  • Strong financial and operational planning skills
  • Solid problem solving ability and experience working through ambiguity or unknown datasets. You take initiative and are adept at influencing external stakeholders to achieve a common goal
  • Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
  • Excellent communication skills (written and verbal) with experience developing and delivering presentations
  • Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
  • Approach work with curiosity, an eye for detail, and strong initiative
  • Strong understanding of corporate finance concepts and accounting principles
  • Experience with Financial and ERP systems, such as Adaptive Insights and Netsuite
  • Experience with supporting the R&D organization and forecasting/analyzing cloud infrastructure costs preferred

Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

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