Sr. Financial Analyst - Topline FP&A
About The Position
Sr. Financial Analyst, Topline Finance Are you ready to make an impact in a company that’s securing the World’s Data? Founded in 2014 by engineers from Google, Facebook and Oracle, Rubrik has created a cloud data management platform that’s transforming how companies backup, restore, search, analyze and manage data both on-prem and in the cloud. Blending expertise from the consumer and enterprise worlds, we’ve introduced a new, simple approach to the $48 billion legacy data backup and recovery market - a space that hasn’t seen innovation in 20+ years. In ~10 years, we’ve achieved $1.3B+ ARR, earned the trust of thousands of customers, and we’re just getting started! In April 2024, Rubrik had a successful IPO on NYSE. Join us on this exciting journey to build a generational company. About The Team Our Topline FP&A team is a dynamic and essential partner to our Executive Leaders, driving all aspects of Topline growth (e.g. ARR, ACV/TCV bookings, revenue, billing, gross margin) and strategy. We play a crucial role in providing valuable business insights that guide decision-making. By working cross-functionally, we help shape our financial and operational policies to enhance the efficiency and long-term financial performance. What you do In this role, your key responsibilities include: Assist in preparing annual budgets, rolling forecasts, and long-term financial plans Maintain high-fidelity Topline Financial planning models, including ARR, Revenue, Gross Margin, and Billings Perform variance analysis on financial results vs forecasts / plans Clearly articulate the root causes of variances and trends to Topline leaders Collaborate with cross-functional internal teams (Order Management, Deal Desk, Product Operations, etc.) to drive our “Land-the-Quarter” Daily Forecast analyses at quarter-end Support strategic initiatives and business case evaluations by modeling complex "what-if" scenarios for pricing changes, new product introductions, and new GTM initiatives Maintain organization and version control of various rolling forecasting in our financial planning tool, Adaptive Partner with Data and BI teams to identify reporting gaps and maintain real-time dashboards that capture the latest business trends Monitor Budget vs. Actuals (BvA) for abnormalities and perform deep-dive reconciliations to ensure the highest integrity of reported key metrics Assist in preparing Executive Quarterly Interlock & Board of Directors Reporting packages to summarize key performance trends You might be a good fit if you have/are:
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 2-4 years of experience focusing on financial analysis, strategic finance, business operations, or related roles, ideally with 2+ years of Investment banking experience covering Software / SaaS Industry
- Proficient in Excel / Google Sheets & PowerPoint / Google Slides
- Demonstrated ability to manipulate, analyze, and summarize large data sets
- Experience with financial planning software and ERP systems (e.g., Adaptive, NetSuite, etc.)
Responsibilities
- Assist in preparing annual budgets, rolling forecasts, and long-term financial plans
- Maintain high-fidelity Topline Financial planning models, including ARR, Revenue, Gross Margin, and Billings
- Perform variance analysis on financial results vs forecasts / plans
- Clearly articulate the root causes of variances and trends to Topline leaders
- Collaborate with cross-functional internal teams (Order Management, Deal Desk, Product Operations, etc.) to drive our “Land-the-Quarter” Daily Forecast analyses at quarter-end
- Support strategic initiatives and business case evaluations by modeling complex "what-if" scenarios for pricing changes, new product introductions, and new GTM initiatives
- Maintain organization and version control of various rolling forecasting in our financial planning tool, Adaptive
- Partner with Data and BI teams to identify reporting gaps and maintain real-time dashboards that capture the latest business trends
- Monitor Budget vs. Actuals (BvA) for abnormalities and perform deep-dive reconciliations to ensure the highest integrity of reported key metrics
- Assist in preparing Executive Quarterly Interlock & Board of Directors Reporting packages to summarize key performance trends
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
