Financial Analyst

Xactly Corporation•Los Gatos, CA

About The Position

As a Financial Analyst at Xactly Corporation, you’ll assist the finance team with understanding, modeling and measuring the business. You will work cross-functionally utilizing source data to analyze key metrics, with a focus on all things finance related such as partnership with executives, expense forecasting/reporting, and budget and forecast creation. In addition, you will develop new metrics and implement the processes to ensure consistent measurement and reporting to improve our visibility into the business. You will be expert in understanding these KPIs and communicating to senior management through monthly reporting and summary presentations.

Requirements

Bachelor's degree in Finance, Accounting or Economics
2+ years of finance related experience
Experience with ERP/Planning Systems (Adaptive Planning/Workday a plus)
Customer driven, collaborative, business-oriented approach
Ability to work with a high sense of urgency and manage multiple projects and deadlines
Strong initiative and excellent interpersonal, written and verbal communication skills
Resourceful, innovative mindset that is comfortable venturing into unknown territory and learning new things/technologies in order to find solutions.
Fluency with advanced Excel formulas and modeling (SQL is a plus)
Experience working with business intelligence and modeling tools
Experience leveraging AI in support of finance modeling and analysis
Experience within SaaS and/or Software industry is a plus

Nice To Haves

Adaptive Planning/Workday experience
SQL proficiency
Experience within SaaS and/or Software industry

Responsibilities

Assist the finance team with understanding, modeling and measuring the business.
Work cross-functionally utilizing source data to analyze key metrics.
Focus on finance related tasks such as partnership with executives, expense forecasting/reporting, and budget and forecast creation.
Develop new metrics and implement processes for consistent measurement and reporting.
Improve visibility into the business.
Understand KPIs and communicate to senior management through monthly reporting and summary presentations.

Benefits

Comprehensive insurance coverage (including pet insurance!)
Flexible time off and sick days
Short-term disability, long-term disability, maternity and parental leave
Gym/fitness reimbursement and tuition reimbursement
Flexible savings account & Health savings account
Paid holidays and up to 3 days paid community and volunteer leave
Life and AD&D insurance.
401(k) Retirement Savings Plan
Access to wellness program
Employee discount program
Additional voluntary benefits such as pet insurance, critical illness, accident insurance, hospital indemnity, and legal plan