Senior Financial Analyst – Customer Office

Proofpoint•Sunnyvale, CA

8d•Hybrid

About The Position

Proofpoint is seeking a Senior Financial Analyst to support the Worldwide Customer Office within the Product FP&A umbrella of the Finance Strategy team. The analyst will partner with the Chief Customer Officer and leaders across Support and Professional Services, Renewals, Customer Success Management, Managed Services, and Strategy and Customer Office Operations. The position reports to an FP&A Manager and presents analysis directly to the Chief Customer Officer and Customer Office leadership. It works closely with the VP of Strategy and Customer Office Operations and holds monthly reviews with the other functional VPs. The role supports long-range planning, the annual budget, quarterly forecasts, and ongoing financial reporting. It owns forecasts, budgets, and multi-year models for the supported functions, including detailed revenue, gross margin, and contribution margin reporting and forecasting for the Managed Services ARR offering. It also develops headcount plans and fully burdened cost models, analyzes operating capacity and efficiency, performs variance analysis, and prepares presentations highlighting performance against targets and key metrics such as Cash EBITDA. The analyst is expected to use AI tools to improve recurring analysis and reporting while applying judgment to validate results, and to support strategic initiatives and continuous improvement. This is a hybrid role based in Proofpoint’s Sunnyvale, California office, Monday through Thursday. Compensation varies by geographic market; the listed base pay ranges are $123,200–$193,600 for the SF Bay Area and New York City Metro Area; $102,300–$160,820 for the other listed markets; and $92,100–$144,705 for all other listed U.S. locations. The role may be eligible for variable compensation and/or equity.

Requirements

Experience serving as a finance partner to Customer Success, Support, Professional Services, and Renewals leaders, including presenting to executives.
FP&A experience modeling headcount and expenses, with strong fluency in SaaS metrics such as ARR, churn, NRR, and GRR.
Experience analyzing gross and contribution margin for a services or subscription offering, including cost allocation methodology.
Experience with a financial planning tool, ERP, and CRM.
Working knowledge of variable compensation metrics, including OTE, quota, and pay mix, for headcount cost modeling.
Sound accounting foundation, including revenue recognition, capitalization policy, and expense timing.
Advanced Excel, Power BI, and PowerPoint skills.
Ability to build and maintain complex financial models, question their outputs, and consider improvements.
Excellent communication skills with people at all levels of an organization.
Ability to manage time, prioritize, and work within deadlines.
Team-oriented approach with strong organizational and interpersonal skills.
BA/BS in finance or accounting.
At least 5 years of financial analysis experience.
Ability to work in a hybrid arrangement at the Sunnyvale, California office Monday through Thursday.

Nice To Haves

Adaptive Planning experience is strongly preferred.
Salesforce experience is a plus.
Familiarity with ASC 606 and ASC 340-40.
Early adoption of AI tools to improve efficiency, with good judgment to verify outputs.

Responsibilities

Partner with the Chief Customer Officer and VPs across Support and Professional Services, Renewals, Customer Success Management, Managed Services, and Strategy and Customer Office Operations.
Work with the VP of Strategy and Customer Office Operations on planning cadence and cross-functional priorities, and hold monthly reviews with the other functional VPs.
Support long-range planning, annual budgeting, and quarterly forecasting by gathering functional input, analyzing trends, and presenting projections.
Lead the development and maintenance of forecasts, budgets, and multi-year financial models for each supported function.
Develop detailed revenue, gross margin, and contribution margin reporting and forecasts for the Managed Services ARR offering.
Own multi-year headcount planning and fully burdened cost modeling, including allocating headcount costs by product in Adaptive Planning.
Model headcount costs for commissioned roles in Renewals, TAM, and CSM using OTE, pay mix, and attainment assumptions, coordinating with GTM Sales Finance, which owns commission forecasting.
Analyze utilization, capacity, and demand for Support and Professional Services, and coverage and efficiency measures such as CSM ARR per CSM and Renewals capacity; identify trends and risks and recommend actions.
Prepare concise monthly, quarterly, and annual reports and presentations for the CCO and senior management, highlighting performance against targets and key metrics, including Cash EBITDA.
Perform monthly variance analysis of expenses and headcount.
Use AI tools to automate recurring analysis and reporting and generate insights from large data sets, validating outputs with sound judgment.
Support ad hoc analysis, strategic initiatives, and continuous improvement.