This role will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.
Duties and Responsibilities:
- Support the annual budget, quarterly forecast and long-term strategic planning processes
- Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
- Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
- Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
- Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
- Support executive management by providing timely ad hoc reporting on critical issues
- Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers
Qualifications:
- 5+ years of relevant finance experience preferred, SaaS experience strongly preferred
- Adaptive insights model building experience
- Strong financial and operational planning skills
- Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
- Excellent communication skills (written and verbal) with experience developing and delivering presentations
- Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
- Ability to multitask effectively, working in team environments or independently
- Four year university degree in finance, economics or accounting required, MBA a plus
- Experience with financial systems- NetSuite, Zuora, Salesforce, etc. is a plus
Pay Range (Base Pay): $130,000-150,000
Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.
Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
Retirement Benefits: 401(k) plan
Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Paid Holidays: Talkdesk offers 14 paid holidays each year.
Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.
Method of Application: Apply online.
Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 04/29/2026
Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.
All questions or concerns about this posting should be directed to the Talent team at [email protected].
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.
Skills Required
- 5+ years of relevant finance experience
- SaaS experience
- Adaptive insights model building experience
- Strong financial and operational planning skills
- Ability to influence at all levels
- Excellent communication skills
- Expertise in Excel-based financial models
- Four year university degree in finance, economics or accounting
- MBA
- Experience with financial systems
Talkdesk Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Talkdesk and has not been reviewed or approved by Talkdesk.
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Leave & Time Off Breadth — Time off is described as generous, with unlimited PTO, paid sick days, and dedicated volunteer time available. Vacation allowances of at least three weeks and an 'unlimited time off' approach are offered, provided work responsibilities are met.
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Healthcare Strength — Healthcare coverage includes medical, dental, and vision for employees and dependents, alongside disability and life insurance. Coverage depth is highlighted as a core strength within the package.
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Flexible Benefits — Flexibility is emphasized through a remote-work program and work-from-home options. Compensation elements and perks such as commuter benefits and fitness stipends provide configurable support for different needs.
Talkdesk Insights
What We Do
Talkdesk is a global customer experience leader for customer-obsessed companies. Our contact center solution provides a better way for businesses and customers to engage with one another. Our speed of innovation and global footprint reflect our commitment to ensure businesses everywhere can deliver better customer experiences through any channel, resulting in higher customer satisfaction, cost savings and profitability. Talkdesk CX Cloud is an end-to-end customer experience solution that combines enterprise scale with consumer simplicity. Over 1,800 innovative companies around the world, including IBM, Acxiom, Trivago, and Fujitsu partner with Talkdesk to deliver a better way to great customer experience. Learn more and request a demo at www.talkdesk.com.
