Senior Financial Analyst

The role

You will own forecasting, consolidation and reporting processes for Outreach's Corporate FP&A team. You will connect actual results, forecasts and long-range plans and support Board and executive decision-making.

What you will do

• Coordinate and consolidate company-wide forecasts, budgets and long-range plans
• Own key cash forecasting processes, including direct and indirect cash flow, collections, operating cash flow and free cash flow
• Partner with Accounting during monthly and quarterly close cycles
• Identify forecast risks and opportunities, analyze variances and recommend improvements
• Prepare monthly financial reporting packages and budget-to-actual analyses
• Contribute to Board of Directors materials and executive presentations
• Own and enhance Corporate FP&A models, including stock-based compensation, share count, capital expenditures and long-range planning
• Improve planning, forecasting, consolidation and reporting processes through automation
• Work cross-functionally with Accounting, People, IT, Legal and business leaders

Required qualifications

• 3 to 5 years of financial analysis experience
• Hands-on experience building or owning a direct cash flow forecast
• Proven experience building financial models and performing business analysis
• Advanced Excel skills, including complex formulas, pivot tables and model building
• Working proficiency in PowerPoint and Word
• Excellent written and verbal communication skills
• Ability to bring structure to ambiguity
• A high level of discretion with confidential compensation and headcount data
• BA/BS degree in finance or accounting, or a highly analytical field such as engineering, mathematics or computer science, or equivalent practical experience

Nice to have

• Experience with Anaplan or another financial planning tool
• Experience in SaaS or at a publicly traded company
• Experience building or maintaining three statement financial models
• Curiosity about applying AI tools to analysis and reporting

Benefits

• Flexible time off
• 401k
• Medical, dental and vision coverage for full-time employees and their dependents
• Parental leave program with options for a paid night nurse and a gradual return to work
• Infertility and assisted reproductive services benefit
• Employee referral bonuses
• Snacks and beverages in the office and team events
• Diversity and inclusion programs and employee resource groups

Before you apply

• Outreach is an equal opportunity employer and invites applicants who do not meet every listed requirement to apply

About the company

Outreach, founded in 2014, provides an agentic AI platform for revenue teams. Enterprise customers named in the posting include Databricks, SAP, Siemens and Verizon.