Cleo is a cloud integration technology company focused on business outcomes. Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting critical workflows. By providing the industry’s most complete and flexible integration offerings, we are helping our clients build trusted relationships across their partner ecosystems today, while providing all the control and visibility they need to advance their business tomorrow. In a nutshell, Cleo is a rapidly growing category leader in ecosystem integration software and we have experienced tremendous growth over recent years.
What You Will Be Doing
- Prepare weekly reports focusing on bookings, pipelines, and other financial metrics.
- Assist in annual budgeting and monthly forecast processes for revenue and expenses using Workday Adaptive Planning.
- Serve as finance business partner supporting department leaders in budgeting, forecasting, revenue/cost/expense initiatives, and related analyses.
- Assist with monthly financial reporting and quarterly board presentations
- Perform ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support for achieving company goals
Your Qualifications
- 2-3 years of relevant FP&A experience required,
- Intermediate skills in Microsoft Excel-based data collection, cleansing, and modeling required,
- Ability to learn quickly, break down complex concepts, and solve problems with a growth-oriented mindset,
- Track record of integrity, self-motivation, and cross-functional collaboration required,
- Good communication and presentation skills are required,
- Working experience in Workday Adaptive Planning, Salesforce, NetSuite, and Power BI are preferred
- MBA preferred; other advanced degrees, including CPA, CFA, and MS, are a plus.
A few things we have to offer:
- Competitive base salary + bonus
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law.
What We Do
We launched in 2016 because banking is boring and broken. Cleo’s not a bank - she’s got your back. As a result, we’re currently the most trusted AI assistant for personal finance out there, just ask TrustPilot. Our mission? To change the world's relationship with money.
So, what exactly is Cleo?
Using simplicity and humor, she’s helped over 7 million people improve their relationship with money and financial health. She’s a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.
Through chat, she provides you with deep insight about your money, while suggesting personalized financial products that increase your ability to save. That said, it’s really our tone of voice that makes us special.
We’re a product for the next generation. We’re meeting our users where they are and building the type of relationship they expect. That also means dropping the BS.
