Staff Financial Analyst, Customer Success Expert

2 weeks ago

Sunnyvale, California, United States Proofpoint Full time
Job Title: Staff Financial Analyst, Customer Success

We are seeking a highly motivated Staff Financial Analyst to support our Worldwide Customer Success organization. This role reports to the Director of FP&A and is responsible for providing strategic financial analysis and insights to drive decision-making and optimize the financial performance of our customer-centric functions.

Key Responsibilities:
  • Lead the development and maintenance of financial models, forecasts, and budgets for the Customer Success and Professional Services organizations.
  • Analyze key financial and operational metrics such as utilization, capacity, and demand to identify trends, opportunities, and risks, and provide actionable recommendations to management.
  • Collaborate closely with cross-functional teams, including Support, Managed Services, Operations, and Finance, to ensure alignment of financial goals with business objectives.
  • Prepare comprehensive monthly, quarterly, and annual financial reports and presentations for senior management, highlighting performance against targets and key metrics.
  • Drive the annual budgeting and quarterly forecasting processes, including gathering input from stakeholders, analyzing trends, and presenting financial projections.
  • Conduct ad hoc financial analysis and special projects as needed to support strategic initiatives and continuous improvement efforts within the organization.
Requirements:
  • Proven experience as a Finance Partner supporting Customer Success & Professional Services, working collaboratively with functional leaders to support the achievement of their operational and functional goals.
  • Experience working directly in an FP&A environment modeling headcount and expenses.
  • Experience with a financial planning tool, ERP, and CRM required. Experience with Adaptive Planning a plus.
  • Sound understanding of accounting theory and practice (e.g., basic revenue recognition rules, company capitalization policies, and proper expense timing).
  • Rock Star mastery of Excel, Power BI, and PowerPoint.
  • Excellent communication skills with all levels of an organization.
  • Ability to develop and maintain complex financial models.
  • Ability to question the output of a financial model and consider options for improvement.
  • Capability at effectively managing time, prioritizing tasks, and working within deadlines.
  • Team player approach with strong organizational and interpersonal skills.
  • Education that serves as a foundation for your experience in Finance, such as a BA/BS degree in Finance or Accounting with 5+ years of financial analysis experience.
Why Proofpoint:

Protecting people is at the heart of our award-winning lineup of cybersecurity solutions, and the people who work here are the key to our success. We are a customer-focused and driven-to-win organization with leading-edge products-and many exciting reasons to join our team. We believe in hiring the best, the brightest, and cultivating a culture of collaboration and appreciation.

We are a diverse, multinational company with opportunities in all functions, and leaders that welcome candidates from all walks of life. Apply today and explore your future #LifeAtPFPT.

Consistent with Proofpoint values and applicable law, we provide the following information to promote pay transparency and equity. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets as set out below. Pay within these ranges varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. The range provided may represent a candidate range and may not reflect the full range for an individual tenured employee. This role may be eligible for variable pay and/or equity. We offer a competitive benefits package that includes flexible time off, a robust well-being program that provides for 4 global wellbeing days per year, and a 3-week work from anywhere option.

Base Pay Ranges:

SF Bay Area, New York City Metro Area: Base Pay Range: $157,000.00 - $220,000.00 USD

California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska: Base Pay Range: $129,000.00 - $200.00 USD

All other cities and states excluding those listed above: Base Pay Range: $117,000.00 - $480.00 USD

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