Financial Analyst II - FP&A Topline

Proofpoint • Sunnyvale, CA

4d • 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 role has regular interaction with leadership and reports to the Manager, FP&A. The analyst will help refine company-wide top-line reporting and collaborate with Finance, Accounting, Sales, and Sales Operations to develop scalable processes for a growing business. The role calls for an execution-focused teammate who can quickly learn the SaaS business, support business decisions with in-depth analysis, and bring a strategic point of view.

This is a hybrid role based in Proofpoint’s Sunnyvale, California office, with an in-office schedule Monday through Thursday. Work intensity peaks around month-end close, quarter-end, and planning cycles. The position supports forecasting, planning, close and reporting activities, executive and Board presentations, and continuous process improvement.

Proofpoint describes its mission as safeguarding the digital world and empowering people to work securely and confidently. Its culture is guided by the BRAVE values: Bold, Responsive, Accountable, Visionary, and Exceptional. The company encourages applications from people of all backgrounds, experiences, and perspectives and offers accommodation during the application or interview process upon request.

Requirements

• 2–4 years of experience in financial analysis or a comparable analytical role at a high-growth public technology company; SaaS experience is preferred.
• A BA/BS degree with a strong academic record, preferably in Economics, Business, or Finance, or equivalent real-world experience.
• Experience managing large datasets and developing 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 quickly build reports.
• Exceptional attention to detail and sound business judgment.
• Strong communication, interpersonal, and organizational skills.
• Ability to present complex analysis as a clear, concise recommendation 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 manual tasks that can be improved.

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.
• Experience in SaaS.

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 findings into forecast risks and opportunities.

Benefits

• Competitive compensation, with the role potentially eligible for variable compensation and/or equity.
• Comprehensive benefits package.
• Flexible time off.
• Comprehensive well-being program.
• Two paid Wellbeing Days per year.
• Two paid Volunteer Days per year.
• Three-week Work from Anywhere option.
• Flexible work environment.
• Annual wellness and community outreach days.
• Recognition for contributions.
• Global collaboration and networking opportunities.
• Career success on your terms.

What This Job Offers

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