Financial Analysis & Strategy Analyst

Zendesk•Madison, WI

1d•$75,000 - $113,000•Hybrid

About The Position

The Financial Analyst, GTM Finance & Strategy partners with Customer Experience (CX) and cross-functional teams to advise on strategy, monitor costs, and communicate financial developments. The role uses financial modeling and analytics to improve understanding of Zendesk’s Customer Success organization and identify opportunities to increase value. The analyst manages headcount forecasting for CX cost centers, supports month-end close and forecasting, and prepares management reports on financial results. The position also facilitates decisions through clear financial summaries and presentations, serves as a Finance & Strategy contact and approver for purchase and hiring requisitions, and drives process improvements and ad hoc financial analyses. This is a hybrid role requiring attendance at a local office for part of the week. The specific in-office schedule is determined by the hiring manager. The US annualized base salary range is $75,000 to $113,000. The position may also be eligible for bonus, benefits, or related incentives.

Requirements

Bachelor’s degree in Economics, Business, Finance, Accounting, or a related field.
At least 1 year of relevant professional experience in finance or related disciplines.
Strong financial modeling skills and advanced proficiency in MS Excel and Google Workspace, including Sheets and Slides.
Strong time management and prioritization skills, with the ability to work independently and collaboratively.
Proactive ownership of tasks and the ability to follow through end-to-end, raising relevant questions or seeking guidance when needed.
Critical thinking and problem-solving abilities, with close attention to detail.
Effective communication skills, including comfort presenting complex information to varied audiences, including executives.
High emotional intelligence and demonstrated success partnering across matrixed organizations.

Nice To Haves

Experience with financial planning software; Adaptive is preferred.
Familiarity with SQL or other data analysis tools.

Responsibilities

Partner with CX and cross-functional teams to advise on strategy, monitor costs, and communicate critical financial developments.
Use financial modeling and analytics to enhance understanding of the Customer Success organization and identify opportunities to increase value.
Manage headcount forecasting for CX cost centers, ensuring accuracy, reconciliation, and timely updates in collaboration with business partners.
Prepare financial summaries and deliver insights through presentations to facilitate decision-making.
Perform month-end financial close and forecasting, and prepare management reports related to financial results.
Serve as a Finance & Strategy point of contact and approver for purchase and hiring requisition processes.
Drive process improvements and conduct ad hoc financial analyses aligned with evolving business priorities.