Financial Analyst II - FP&A Topline

Proofpoint•Sunnyvale, CA

5d•$92,100 - $193,600•Hybrid

About The Position

Proofpoint’s FP&A Topline team is seeking a motivated, analytical financial analyst to support top-line forecasting across revenue, billings, renewals, and customer retention. This highly visible position involves regular interaction with leadership and reports to the Manager, FP&A. The analyst works with Finance, Accounting, Sales, and Sales Operations to refine company-wide top-line reporting and develop scalable processes for a growing business. The role calls for quickly learning Proofpoint’s SaaS business and using in-depth analysis and strategic judgment to support business decisions. This is a hybrid role based in Proofpoint’s Sunnyvale, California office, with onsite work Monday through Thursday. Work intensity peaks around month-end close, quarter-end, and planning cycles.

Requirements

2–4 years of experience in financial analysis or a comparable analytical role at a high-growth public technology company, preferably in SaaS.
A BA/BS degree with a strong academic record, preferably in Economics, Business, or Finance, or equivalent real-world experience.
Proven ability to manage large datasets and derive insights from ambiguous data to recommend team decisions.
Superior analytical and data-modeling skills, including advanced Excel skills such as pivot tables and INDEX/MATCH, and the ability to build reports quickly.
Exceptional attention to detail and sound business judgment.
Strong communication, interpersonal, and organizational skills.
Ability to clearly present data-driven analysis as concise recommendations for senior leaders and the Board.
Comfort with ambiguity and tight close and reporting deadlines, with the ability to prioritize and maintain quality under pressure.
Initiative in automation and process improvement, including identifying opportunities to improve manual tasks.

Nice To Haves

Knowledge of revenue accounting standards, including ASC 606.
Working knowledge of Salesforce.com, Adaptive Planning, RevPro, Power BI, and Microsoft 365.
Experience using AI tools such as Claude to accelerate analysis and reporting.

Responsibilities

Gather, consolidate, and analyze operating, financial, and sales results, including revenue and bookings trends, expected renewals, customer retention, and variances, to support internal and external reporting.
Analyze key SaaS metrics, identify new leading indicators, and provide executive-level insights.
Support short- and long-term revenue and billings forecasting, applying an understanding of revenue accounting principles, including ASC 606.
Contribute to annual and quarterly planning and forecasting, as well as long-range strategic planning for billings and revenue.
Build and maintain forecast models that provide insight and support informed recommendations to management.
Perform ad hoc financial analysis and help prepare reports and presentations for executives and Board of Directors meetings.
Improve business processes to help the business scale.
Support monthly and quarterly close for top-line reporting, including renewals, billings, and revenue roll-forwards; reconcile source systems and explain variances to forecast.
Partner with Sales Operations and Accounting to monitor pipeline, renewal, and at-risk coverage and translate it into forecast risks and opportunities.