Financial Analysis & Strategy Analyst

Posted 5 Days Ago
Madison, WI, USA
In-Office
75K-113K Annually
Junior
Software
Zendesk is a service-first CRM company that builds software designed to improve customer relationships.
The Role
Advise Customer Success and cross-functional teams on financial strategy, costs, forecasting, and business performance. Manage headcount forecasting, month-end close, financial modeling, management reporting, requisition approvals, and process improvements. Present financial insights to executives and business partners while supporting ad hoc analyses and decision-making.
Summary Generated by Built In
Job Description

Financial Analyst, GTM Finance & Strategy


What you'll be doing

  • Partner with CX and cross-functional teams to advise on strategy, monitor costs, and communicate critical financial developments.  
  • Use financial modeling and innovative analytics to enhance understanding of Zendesk’s Customer Success organization and identify opportunities to increase value.  
  • Manage headcount forecasting processes for CX cost centers, ensuring accuracy, reconciliation, and timely updates through collaboration with business partners.  
  • Facilitate decision-making by preparing clear financial summaries and delivering insights through impactful presentations.  
  • Perform month-end financial close, forecasting, and prepare management reports related to financial results.  
  • Serve as a Finance & Strategy point of contact and approver for purchase and hiring requisition processes.  
  • Drive process improvements and support ad hoc financial analyses aligned with evolving business priorities.  

What you bring to the role

  • Strong financial modeling skills with advanced proficiency in MS Excel and Google Workspace (Sheets, Slides).  
  • Excellent time management and prioritization skills; able to work independently and collaboratively.  
  • Proactive ownership of tasks with the ability to follow through end-to-end, raising relevant questions or seeking guidance when needed.  
  • Demonstrated critical thinking and problem-solving abilities with close attention to detail.  
  • Effective communicator comfortable presenting complex information to various audiences, including executives.  
  • High emotional intelligence with proven success partnering across matrixed organizations

Basic Qualifications:

  • Bachelor’s degree in Economics, Business, Finance, Accounting, or a related field.  
  • Minimum of 1 years of relevant professional experience in finance or related disciplines.  

Preferred Qualifications:

  • Experience with financial planning software (Adaptive preferred).  
  • Familiarity with SQL or other data analysis tools.

Where We Work:

Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager.


The US annualized base salary range for this position is $75,000.00-$113,000.00. This position may also be eligible for bonus, benefits, or related incentives. While this range reflects the minimum and maximum value for new hire salaries for the position across all US locations, the offer for the successful candidate for this position will be based on job related capabilities, applicable experience, and other factors such as work location. Please note that the compensation details listed in US role postings reflect the base salary only (or OTE for commissions based roles), and do not include bonus, benefits, or related incentives.

Hybrid: In this role, our hybrid experience is designed at the team level to give you a rich onsite experience packed with connection, collaboration, learning, and celebration - while also giving you flexibility to work remotely for part of the week. This role must attend our local office for part of the week. The specific in-office schedule is to be determined by the hiring manager.

The intelligent heart of customer experience

Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.

Zendesk believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.

As part of our commitment to fairness and transparency, we inform all applicants that artificial intelligence (AI) or automated decision systems may be used to screen or evaluate applications for this position, in accordance with Company guidelines and applicable law.

Zendesk is an equal opportunity employer, and we’re proud of our ongoing efforts to foster global diversity, equity, & inclusion in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please click here.

Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to [email protected] with your specific accommodation request.

Skills Required

  • Bachelor's degree in Economics, Business, Finance, Accounting, or a related field
  • At least 1 year of relevant professional experience in finance or related disciplines
  • Strong financial modeling skills
  • Advanced proficiency in MS Excel and Google Workspace, including Sheets and Slides
  • Strong time management and prioritization skills
  • Critical thinking, problem-solving, and attention to detail
  • Effective communication and presentation skills, including presenting to executives
  • Ability to partner effectively across matrixed organizations
  • Experience with financial planning software, preferably Adaptive
  • Familiarity with SQL or other data analysis tools

Zendesk Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zendesk and has not been reviewed or approved by Zendesk.

  • Fair & Transparent Compensation — The company states a commitment to publishing base pay ranges and advancing pay equity, helping employees gauge fairness. Public messaging on pay equity and transparency signals structured, consistent compensation practices.
  • Leave & Time Off Breadth — Time away programs include flexible PTO, dedicated well‑being days, emergency time off, and pregnancy loss leave. Parental leave is described as generous, and travel support exists for reproductive care where access is restricted.
  • Healthcare Strength — Benefits language highlights comprehensive medical, dental/vision, mental health access, and an employee assistance program. These offerings are positioned as part of holistic wellbeing support across regions.

Zendesk Insights

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The Company
HQ: San Francisco, CA
6,277 Employees
Year Founded: 2007

What We Do

Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love. We advocate for digital first customer experiences— and we stick with it in our workplace. Over 5,000 employees worldwide are collaborating from kitchen tables, home offices, co-working spaces, and Zendesk workspaces to make one team.

Why Work With Us

We know one desk doesn’t fit all. At Zendesk, we prioritize remote work because we believe great work happens anywhere. Digital first is more than where we work though. We give our employees flexibility and choice in both where and how they work while also trusting them to be a team player.

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