Financial Analyst - Contractor

Posted 5 Days Ago
San Ramon, CA
Mid level
Cloud • Software
The Role
The Financial Analyst will support FP&A by assisting with budgeting, forecasting, financial modeling, variance analysis, and collaborating with business units to evaluate financial performance. This role also involves working with accounting on monthly closings and refining financial processes through automation.
Summary Generated by Built In

Join us in bringing joy to customer experience.  Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.   

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. 


We are actively looking for a Financial Analyst to join our FP&A group for a 6-month contract with potential opportunity for full-time conversion.  The ideal candidate is well-rounded with experience in corporate FP&A, budgeting and financial modeling. 

Responsibilities:  

The Financial Analyst will provide key business support to various business partners and organizations within the company and the range of responsibilities includes:

  • Assist in the preparation of budgets and forecasts
  • Build and maintain top and bottom-line financial forecasts, report on key metrics, and create ad hoc queries and financial models
  • Partner with business units to analyze and identify key drivers of risks and opportunities to help maintain an accurate read on quarterly forecasts
  • Prepare monthly / quarterly budget vs. actual variance analysis
  • Monitor key trends / assumptions on headcount, capital expenditures, and operating expenses
  • Work closely with the Accounting team in monthly close processes to ensure timeliness and accuracy of entries
  • Leverage Five9 financial systems to automate and scale current processes and reports
  • Participate in new FP&A initiatives, including ad hoc analysis and process improvement

Requirements:

  • Bachelor’s degree in Finance or Accounting required
  • 3+ years of corporate financial planning and analysis experience or relevant experience in investment banking/private equity
  • SaaS experience a plus
  • High analytical acumen and financial modeling skills
  • Exceptional attention to detail
  • Experience with planning systems such as Adaptive Insights / Host Analytics / Oracle
  • Advanced Excel skills required
  • Basic SQL database knowledge a plus

Attributes:

  • Detail oriented and systematic with a high level of accuracy
  • Strong business partnering skills and ability to adapt to a dynamic fast-paced environment
  • Excellent verbal and written communication skills including ability to develop and deliver presentations with all levels of management
  • A team player with ability to multi-task and prioritize in a fast-paced and dynamic work environment.

This role is hybrid. 3 days a week (M, W, TH) in San Ramon office is required.



Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Five9 is an equal opportunity employer. 

View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.  

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Top Skills

Excel
SQL
The Company
HQ: San Ramon, California
2,427 Employees
On-site Workplace
Year Founded: 2001

What We Do

Five9 is an industry-leading provider of cloud contact center solutions, bringing the power of cloud innovation to more than 2,000 customers worldwide and facilitating billions of customer engagements annually. The Five9 Intelligent Cloud Contact Center provides digital engagement, analytics, workflow automation, workforce optimization, and practical AI to help customers reimagine their customer experience. Designed to be reliable, secure, compliant, and scalable, the Five9 platform helps increase agent and supervisor productivity, connects the contact center to the business, and ultimately deliver tangible business results including increased revenue and enhanced customer trust and loyalty

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