At Talkdesk, we are disruptive risk-takers, don't have a traditional way of doing things, and will do whatever it takes to build a product that improves customer experiences. Join the adventure and grow with us. With $268 million in funding and more than 1,800 customers, we’re revolutionizing the industry of contact centers. Join a hyper-growth company that's innovative, bold, and ambitious. Be a part of the future of technology and make an impact on an evolving industry. If you're a self-starter and hungry to learn, apply now and enjoy the ride.
We are looking to bring on a Senior Manager, FP&A for this role. This individual 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.
Responsibilities:
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Support the annual budget, quarterly forecast and long-term strategic planning processes for our Sales & Marketing business units
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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
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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 Sales & Marketing 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
Requirements:
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5+ years of relevant finance experience preferred; SaaS experience strongly preferred
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Adaptive insights model building experience
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Experience with headcount reconciliation – Personnel, To-Be-Hired and Term Headcount
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Knowledge of sales quota, territories, coverage model and commissions
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Knowledge of Sales and applicable key metrics – ARR, MRR, CAC, Churn, LTV, Pipeline
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Knowledge of Marketing and applicable key metrics – leads to SQLs, Win-Rate and pipeline contribution, movement, value and velocity
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Strong financial and operational planning skills
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Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
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Excellent communication skills (written and verbal) with experience developing and delivering presentations
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Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
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Ability to multi-task effectively, working in team environments or independently
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Four-year university degree in finance, economics or accounting required
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Experience with financial systems- NetSuite, Zuora, Salesforce, Adaptive insights, 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.
