Senior Financial Analyst

2 weeks ago

Columbia, South Carolina, United States Duck Creek Technologies Full time

Helping careers take flight. Reshaping an industry. Enable your career to be Made on Duck Creek.

WHO WE ARE:

Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) and general insurance industry. We are the platform upon which modern insurance systems are built, enabling the industry to capitalize on the power of the cloud to run agile, intelligent, and evergreen operations. Our modern SaaS solutions help insurers set a new standard and revolutionize how consumers interact with insurance companies.

Authenticity, purpose, and transparency are core to Duck Creek, and we believe insurance should be there for individuals and businesses when, where, and how they need it most. Our market-leading solutions are available on a standalone basis or as a full suite, and all are available via Duck Creek OnDemand. With more than 1,000 successful implementations to date, Duck Creek removes the IT burden for insurers so they can focus on the business of insurance.

We have a flock of more than 1,800 employees across the globe and are proud to be a Flexible-First employer. We empower our employees with the choice to work from an office, from home, or on a hybrid schedule. Our flexible-first environment fosters productivity, inclusion, collaboration, and ensures a consistent employee experience regardless of location.

If working in a fast-paced, rapidly evolving company that is transforming one of the world's oldest and largest industries sounds exciting, let us know. We are excited you are considering Duck Creek as a future employer and hope you decide to join "The Flock"

To learn more about us, visit and follow us on our social channels for the latest information - LinkedIn and Twitter.

Title: Senior Financial Analyst/Manager

WHAT YOU'LL DO:

The Senior Financial Analyst/Manager supports the Duck Creek Customer Success organization's growth trajectory through the execution of key operational initiatives. As an integral member of the Customer Success Operations team, you will collaborate with your peers to enhance our customer success strategies and processes. This position offers a unique opportunity to gain exposure to various facets of customer success operations while supporting the entire Customer Success organization.

In this role, you'll be pivotal in steering our customer success strategies by managing key financial and operational metrics. Leveraging our Snowflake, PowerBI, Workday & Churn Zero environments, you'll manage departmental expenses and budgeting, establishment, and adherence to our KPIs to ensure the financial health of our customer success operations team and, by extension, the health of our relationships with our customers.

Key Responsibilities:

Financial Metrics Mastery

  • Harness the power of Snowflake, PowerBI, Workday & Churn Zero to analyze critical financial metrics, including Net Revenue Retention (NRR), Gross Revenue Retention (GRR), and Customer Health.
  • Transform data insights into actionable strategies, collaborating closely with cross-functional teams to drive customer success and revenue growth.

Expense Management

  • Take ownership of departmental expenses, meticulously tracking and managing budgets to optimize resource allocation.
  • Work collaboratively with department heads to ensure expenses align with strategic goals and deliver maximum value to our customers.

Budgeting Expertise

  • Lead the development of comprehensive budgets, leveraging Workday & Snowflake data, and other financial indicators to create accurate forecasts.
  • Provide strategic insights to align budgeting with customer success objectives, promoting efficiency and financial sustainability.

Operational Efficiency Enhancement

  • Identify opportunities for operational efficiency improvements within the customer success department, focusing on financial implications.
  • Implement financial models and analyses to support decision-making, enhancing effectiveness and cost-effectiveness.

Cross-Functional Collaboration

  • Collaborate seamlessly with Finance, Sales, and Product teams to align financial goals with broader company objectives.
  • Communicate financial insights and recommendations to non-financial stakeholders, fostering a shared understanding of the financial landscape.

WHAT YOU'VE DONE:

  • Degree in Finance, Accounting, or a related field.
  • Proven experience (two or more years) in financial analysis within a SaaS or technology-driven environment.
  • Expertise in utilizing Snowflake, PowerBI, Workday & Churn Zero, or similar customer success platforms.
  • A deep understanding of Salesforce & ServiceNow platforms is a plus.
  • Strong understanding of financial metrics, including NRR, GRR, and related customer success KPIs.
  • Proficient in financial modeling, forecasting, and budgeting.
  • Excellent communication and presentation skills.
  • Complex problem-solving skills.
  • Strong communication & collaboration skills.

WHAT ADDITIONAL INFORMATION YOU MAY WANT TO KNOW:

  • Work Authorization: Legally authorized to work in the country of the job location

WHAT WE STAND FOR:

Our global company celebrates & leverages the differences each employee brings to the table. Our success is a direct result of an inclusive culture where opportunities to learn from one another occur regardless of title, seniority, or background. This collaborative and team-oriented approach is at the core of how we operate and continuously improve our products, services, and systems. As such, Duck Creek is committed to providing equal opportunity to all employees and applicants - to recruit, hire, train, and reward employees for their individual abilities, achievements, and experience without regard to race, color, gender, religion, sexual orientation, age, national origin, disability, marital, military, or any other protected status.

We strive to be an example to the world of inclusion, diversity, and equity in all things - where employees are free to be their authentic selves in the workplace and in the communities in which we live. We believe in leading by example and are proud of the diversity of our team and our shared commitment to our Core Values: We Prioritize Respect; We Listen; We Care; We Add Value; and We Lead.

To learn more about our inclusive company culture, values, DE&I initiatives, and people, please visit:

Please let us know if you encounter accessibility barriers with our web content by sending an email to

Duck Creek Technologies does not accept, nor will we pay a fee for any hires resulting from unsolicited headhunter or agency resumes.

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