Financial Analysis & Strategy Analyst

Zendesk • Madison, WI

5d • $75,000 - $113,000 • Hybrid

About The Position

The Financial Analysis & Strategy Analyst partners with Customer Experience (CX) and cross-functional teams to advise on strategy, monitor costs, and communicate critical financial developments. The role uses financial modeling and analytics to improve understanding of Zendesk’s Customer Success organization and identify opportunities to increase value. It manages headcount forecasting for CX cost centers, including accuracy, reconciliation, and timely updates in collaboration with business partners. The analyst supports decision-making through clear financial summaries and presentations, performs month-end close and forecasting, and prepares management reports on financial results. The role also serves as a Finance & Strategy point of contact and approver for purchase and hiring requisitions, drives process improvements, and conducts ad hoc financial analyses aligned with business priorities.

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–$113,000; the position may also be eligible for bonus, benefits, or related incentives. Zendesk describes its workplace as inclusive and offers employees flexibility to work remotely for part of the week.

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 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 and 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 financial developments.
• Use financial modeling and analytics to understand the Customer Success organization and identify opportunities to increase value.
• Manage headcount forecasting for CX cost centers, ensuring accuracy, reconciliation, and timely updates with business partners.
• Prepare financial summaries and presentations to facilitate decision-making.
• Perform month-end financial close and forecasting, and prepare management reports on financial results.
• Serve as a Finance & Strategy point of contact and approver for purchase and hiring requisitions.
• Drive process improvements and conduct ad hoc financial analyses in response to business priorities.

Benefits

• The position may be eligible for bonus, benefits, or related incentives.
• Hybrid work arrangement offering flexibility to work remotely for part of the week.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level