Senior Financial Analyst - GTM
At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our global footprint. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a better way to great experiences.
We are recognized as a cloud contact center leader by many of the most influential research organizations, including Gartner and Forrester. With $498 million in total funding, a valuation of more than $10 Billion, and a ranking of #8 on the Forbes Cloud 100 list, now is the time to be part of the Talkdesk legacy to help accelerate our success in a new decade of transformational growth.
At Talkdesk, we embrace FAST, our fundamental operating principles that define who we are as an organization. These principles drive us to make the impossible possible. FAST: Focus + Accountability + Speed = Talkdesker.
- Focus: Focus time, energy and attention on what is most impactful for the business and thoughtful about how and when to partner with others.
- Accountability: Hold self and others accountable to meet commitments and drive results. Accept responsibility for successes and failures.
- Speed: Execute with agility and urgency. Act promptly, decisively, and without delay. Make good and timely decisions that keep the organization moving forward.
- Talkdesker: YOU!
Talkdesk seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our FP&A team to support the Go To Market team. Combining an understanding of finance, practical knowledge of financial statements and using data to make-and-drive decisions, this candidate will perform various financial planning and analysis processes to support key strategic decisions, drive Talkdesk growth, and ensure financial objectives are achieved.
Responsibilities:
- Build trusted relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers
- Assist in monthly and quarterly reconciliations of actuals-to-budget.
- Work cross-functionally with Accounting, Procurement, and business partners as necessary, to ensure alignment and expense accuracy.
- Develop scalable reporting
- Support teams in developing the annual business plan and quarterly forecast updates by providing required data trends, reports and insights for the various department’s functions and regions.
- Assist with ad-hoc analysis and presentation requests
- Demonstrate intellectual curiosity and manage interdependencies on other company processes to meet work deadlines
Preferred Background
- 3+ years of FP&A , or relevant work experience
- Advanced Excel, required
- Experience with financial systems: NetSuite, Salesforce, Adaptive insights
- Experience building financial and decision support models, along with strong analytical, problem-solving skills
- Passion for process improvement and challenging the status quo
- Detail oriented to ensure accuracy in completion of tasks
- Experience with managing and reconciling spend to budgets.
- Ability to multitask effectively in a fast paced, quickly changing environment
- Ability to work cross functionally and an ability to influence at all levels within the organization
- Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way
- Must be comfortable with changing requirements and priorities
- Must be results and service oriented and have a strong ability to make and communicate progress with incomplete information
- Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset
- Highly motivated, self-aware, collaborative, and responsive
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.