Financial Analyst - FP&A II

IntelliPro Group Inc.•Palo Alto, CA

46d•Onsite

About The Position

The Senior Financial Analyst will be a key member of the Go-To-Market Finance team. Reporting to the Senior Manager of Finance, they will work on commissions forecasting, headcount management, and support key deliverables such as annual planning, business reporting, accruals, BvA analysis, monthly/quarterly financial reporting, and ad hoc business analysis. This position is based in Palo Alto, California, and requires in-office attendance three days a week.

Requirements

Excellent attention to detail.
3–5 years of work experience in FP&A.
Bachelor’s degree.
Advanced Excel and Google Sheets skills.
Excellent analytical and written communication skills.
Ability to work effectively in cross-functional teams and build strong relationships with key partners.
Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines efficiently and accurately.

Nice To Haves

Experience with Adaptive Insights, NetSuite, Salesforce, Tableau, Workday, or Coupa.
Prior experience managing headcount and conducting BvA (Budget vs Actual) calls.
Experience with sales bookings plan, expense plan, and sales headcount ratios.

Responsibilities

Own sales headcount management and collaborate with Sales Ops and Recruiting to maintain accurate actuals and forecasts.
Construct monthly and quarterly review of metrics including:
Bookings by product/team
Expense by type/team
Pipeline generation, conversion trends, and risks
Commission attainment analysis
Productivity analysis
Tracking KPIs for Marketing, Channel, and SDR orgs that support Americas Sales
Work on end-to-end commissions cash and Opex forecast and BvA.
Provide ad hoc reporting and analysis for senior management to review and improve business and financial performance.