Together at Talkdesk, we’re building a future of brilliant customer interactions. We have the cleverness, curiosity, and grit to make us a team of customer heroes: thinkers, achievers, and dreamers who believe that our world-class SaaS platform can influence a new kind of customer interaction.
Talkdesk started from a hackathon win in 2011 and has since become one of the fastest-growing companies in the world, a Gartner Magic Quadrant Visionary, and enabled billions of customer interactions using our platform. With $124.5 million in backing from DFJ, Salesforce Ventures, Storm Ventures, and Viking Global Investors and supported by the successes of our 1,800+ customers from IBM, Acxiom, Discovery Education, and Peloton, Talkdesk is disrupting a $40+ billion stagnant market.
We’re now looking for the new members of the Talkdesk family - those ambitious, driven, and collaborative individuals who thrive in a fast-paced environment and will push us to do even greater things together. If you would like to help us shape the future of Talkdesk, come along with us on our journey - your dream job is waiting!
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.
- 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, distil/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
- 5+ years of relevant finance experience preferred, SaaS experience strongly preferred
- 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 multi-task 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
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.