Senior Financial Analyst – Customer Office

Proofpoint•Sunnyvale, CA

10d•$92,100 - $193,600•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 role reports to an FP&A Manager and partners with the Chief Customer Officer and leaders across five functions: Support and Professional Services, Renewals, Customer Success Management, Managed Services, and Strategy and Customer Office Operations. The analyst works closely with the VP of Strategy and Customer Office Operations and meets monthly with the other functional VPs to review expenses, headcount, and forecast performance. The position provides direct exposure to Customer Office leadership. The analyst develops financial models used for decision-making and presents analysis to senior leaders. The role supports long-range planning, annual budgeting, quarterly forecasting, headcount planning, financial reporting, and strategic initiatives. It also involves using AI tools to improve recurring analysis and reporting while applying judgment to validate results. This is a hybrid role based in Proofpoint's Sunnyvale, California office, Monday through Thursday. The role may be eligible for variable compensation and/or equity. The listed base pay ranges depend on geographic market: $123,200–$193,600 for the SF Bay Area and New York City Metro Area; $102,300–$160,820 for the listed other markets; and $92,100–$144,705 for all other cities and states.

Requirements

BA/BS in finance or accounting.
At least 5 years of financial analysis experience.
Experience partnering with Customer Success, Support, Professional Services, and Renewals leaders, including presenting to executives.
FP&A experience modeling headcount and expenses, with strong familiarity with SaaS metrics such as ARR, churn, and NRR/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 such as 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 across all levels of an organization.
Ability to manage time, prioritize, and meet deadlines.
Team-oriented approach with strong organizational and interpersonal skills.
Early adoption of AI tools to improve efficiency, with the judgment to verify outputs.

Nice To Haves

Experience with Adaptive Planning.
Familiarity with Salesforce.
Familiarity with ASC 606 and ASC 340-40.

Responsibilities

Partner with the Chief Customer Officer and VPs across the five Customer Office functions, working closely with the VP of Strategy and Customer Office Operations on planning cadence and cross-functional priorities and holding monthly reviews with the other 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 models for each function.
For Managed Services, report and forecast revenue, gross margin, and contribution margin for the 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 Support and Professional Services utilization, capacity, and demand, as well as CSM coverage and efficiency and Renewals capacity; identify trends and risks and recommend actions to management.
Prepare concise monthly, quarterly, and annual reporting and presentations for the CCO and senior management, including performance against targets and key metrics such as Cash EBITDA.
Perform monthly expense and headcount variance analysis.
Use AI tools to automate recurring analysis and reporting, derive insights from large data sets, and validate outputs using sound judgment.
Support ad hoc analysis and special projects related to strategic initiatives and continuous improvement.