Financial Analyst

About the role

At Salesloft, our Financial Analyst will be pivotal to our company's success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical member of a team that will help scale the company by building and fostering key business partnerships across the organization. On a day-to-day basis, you will be a true business partner and go-to person for all analytical support, thinking and going beyond budget variances and expense management to help the business achieve operational goals and strategy.

Responsibilities

• Contribute to the creation of a detailed operating plan and long-term corporate financial model and will track ongoing changes to the business in the rolling forecast, which sits in Adaptive Insights as our main FP&A forecasting tool
• Prepare monthly and quarterly management reporting - analyzing financial results, understanding key trends, assessing current and future business risk, and communicating/presenting key messages to senior management
• Perform ad-hoc business case and scenario analysis to support strategic initiatives
• Collaborate across various teams to assess unit-level economics and key business KPIs for go-to-market teams and the entire company
• Support the accounting team in the month end close process, assisting with variance analysis as needed

What we're looking for

We are seeking an individual who is customer-centric and passionate about making a difference in your role. You will be a self-starter, self-motivated, able to think independently and at the same time want to continue to learn and develop your skill set. You will be a thinker and a problem solver with an eye for process improvement.

Skills & experience

• 2 to 3 years of FP&A or Sales Operations experience
• Tech savviness and the ability to learn new systems quickly
• Strong communication, interpersonal and presentation skills to interact with various levels of executive management
• Positive attitude with high level of eagerness and aptitude to learn new technology and practices
• Experience in high growth companies and comfortable working on a fast-paced team with changing priorities
• Independent/flexible problem-solver with the ability to adapt as the business grows
• Advanced Microsoft Excel/Googlesheets skills required; experience with Adaptive Insights a plus

Within one month, you'll

• Attend Salesloft's New Hire Orientation, where you will learn our Salesloft story and understand what makes our "Lofters" unique
• Begin 1:1's with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)
• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
• Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you
• Be introduced to our financial statements, systems (especially Adaptive), processes, and data

Within three months, you'll

• Deepen understanding of the company's financial processes, including budgeting, forecasting, variance analysis, and reporting
• Become proficient in using all systems, especially Adaptive
• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast
• Drive the month end close reporting and variance analysis for your group(s)
• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making

Within six months, you'll

• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support
• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement
• Own the monthly financial reporting to your respective group(s), including ELT member

Within twelve months, you'll

• Own the budget and long-range planning for your group(s)
• Contribute to broader company-wide strategic planning in support of long-term goals and initiatives
• Proactively identify areas of risk and opportunity within your group(s) and downstream impacts to other areas of the organization

Pay

Base Pay Range $67,000—$77,500 USD