Senior FP&A Systems Analyst

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The Strategic Finance team at TripActions is focused on three primary objectives:

  1. Measuring and reporting on financial performance and organizational health. The team identifies key drivers and metrics that are fundamental to driving the financial health of the business. Additionally, the team leverages technology to automate reporting. 
  2. Shaping company priorities around value-creating activities. The team builds a deep understanding of strategic principles and how the company creates value for shareholders, customers, and partners. As a fast-moving business that’s disrupting a stale industry, it’s not always obvious where to focus first. It’s essential for this team to continually drive insights into the business and to work cross-functionally across the organization to identify actions to be taken to improve value-creation. 
  3. Supporting complex decisions and coaching others on how to use and interpret financial data. The team should serve as knowledge integrators, connecting people and data across all parts of the organization to improve decision-making. However, just as important as being the integrator is being the enabler and coach, making sure the right questions are being asked and appropriate analytical tools are being used - especially when we’re not in the room.

Responsibilities. As a Senior FP&A Systems Analyst (Anaplan) your role will be critical in improving our corporate reporting, systems, processes, and planning for the future state of the business. You will enjoy working on cross-functional projects spanning Finance, Sales, and G&A. You will be responsible for:

  • Serving as our lead model builder from implementation to go-live and beyond
  • Translate existing financial models, spreadsheets, and business problems into Anaplan
  • Identifying business requirements based on our financial processes 
  • Building our Anaplan systems roadmap 
  • Prototyping, testing & launching new features
  • Training and enabling the team to effectively use Anaplan
  • Ongoing maintenance, support and documentation for our Anaplan implementation
  • Working to leverage Anaplan to support all company short and long-term planning processes 

Qualifications

  • Have 6+ years of work experience, with at least 2+ years of experience in corporate FP&A and 2+ years relevant experience implementing one or more EPM technologies, including at least 1 Anaplan implementation
  • Deep knowledge in modeling within Anaplan from conceptualization to model development
  • Integrate formatted and unformatted data within Anaplan using Anaplan connect
  • Ability to troubleshoot Anaplan performance issues with various optimization techniques
  • Have extensive competency in building and auditing sophisticated financial models and large data sets with Anaplan or Adaptive
  • Bachelor’s degree (finance and accounting preferred but not required)
  • Be entrepreneurial and have an enthusiastic "get stuff done" mentality
  • Be able to expertly balance the need to deliver accurate data and insights that drive focused action with the speed and fast-paced nature of TripActions
  • Thrive in ambiguous, fast-moving, and high-intensity environments
  • Position is located in Palo Alto / San Francisco
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An Insider's view of Navan

What are some social events your company does?

It’s may sound cliche, but Navan’s sales culture is ‘work hard, play hard’. Navan knows how to have fun and build an awesome culture. It's beyond your usual happy hours; I’m talking about incredible trips, gourmet handrolls, and lots of dogs! It’s safe to say I’ve met my best friends at Navan.

Nathaniel

Mid-Market Account Executive

How do you collaborate with other teams in the company?

The culture here promotes direct communication and mutual trust, fostering cross-functional collaboration among talented and driven coworkers. Our clear business goals empower us to work together and constantly challenge each other to raise the bar and deliver the best platform, experience, and partnership for our customers.

Jordan

Regional Director, Mid-Market Expense Sales

How has your career grown since starting at the company?

I've had the pleasure of sitting in 8+ roles here at Navan over the last 5 years (SDR to Regional Director). Being at a business with lofty goals and a "failure isn't an option" mentality opens the door to expedite career progression, constant new opportunities and projects, and the ability to learn from a one-of-a-kind leadership team.

Anna

Regional Director, Enterprise Expense Sales

What are Navan Perks + Benefits

Navan Benefits Overview

Our Benefits

We realize benefits are important as they support keeping you at your best at all times. Our benefits are here for you if you get sick or hurt, help you save for now and later, encourage you to take time off work and travel, and provide perks specific to being a Navan employee both in and out of the office.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Employee-led culture committees
Hybrid work model
In-person all-hands meetings
President's club
Employee awards
Diversity
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Floating holidays
Bereavement leave benefits
Company-wide vacation
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Personal development training

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