Principal Financial Analyst, Client Success

2 weeks ago


Sunnyvale, California, United States Proofpoint Full time

Company Overview
At Proofpoint, we are dedicated to safeguarding organizations' most valuable assets against the ever-evolving landscape of cybersecurity threats. Our innovative suite of cloud-based solutions empowers businesses globally to combat targeted attacks, protect sensitive data, and enhance user resilience against cyber risks.

Role Overview
We are in search of a proactive Senior Financial Analyst to join our Worldwide Customer Success team. This pivotal role reports directly to the Senior Manager of Financial Planning & Analysis for Cost of Goods Sold, Research & Development, and Consolidations.

Key Responsibilities
- Develop and maintain comprehensive financial models, forecasts, and budgets for the Customer Success and Professional Services divisions.
- Analyze essential financial and operational metrics to identify trends, opportunities, and risks, providing actionable insights to management.
- Collaborate with cross-functional teams, including Support, Managed Services, Operations, and Finance, ensuring alignment of financial objectives with business strategies.
- Prepare detailed monthly, quarterly, and annual financial reports and presentations for senior leadership, emphasizing performance against established targets and key performance indicators.
- Lead the annual budgeting and quarterly forecasting processes, gathering stakeholder input, analyzing trends, and presenting financial projections.
- Conduct ad hoc financial analyses and special projects to support strategic initiatives and continuous improvement efforts.

Qualifications
- Proven experience as a Finance Partner within Professional Services, collaborating with functional leaders to achieve operational and strategic goals.
- Experience in a Financial Planning & Analysis environment, particularly in modeling headcount and expenses.
- Proficiency with financial planning tools, ERP, and CRM systems is required; familiarity with Adaptive Planning is a plus.
- Strong understanding of accounting principles and practices, including revenue recognition and expense timing.
- Advanced skills in Microsoft Word, Excel, and PowerPoint.
- Excellent communication abilities across all organizational levels.
- Capability to develop and maintain intricate financial models and critically assess their outputs for improvement opportunities.
- Strong time management skills, with the ability to prioritize tasks and meet deadlines.
- A collaborative team player with exceptional organizational and interpersonal skills.
- A foundational education in Finance, such as a BA/BS degree in finance or accounting, complemented by 5+ years of financial analysis experience.

Why Join Proofpoint?
At Proofpoint, we believe that protecting people is at the core of our award-winning cybersecurity solutions. Our team is our greatest asset, and we are committed to fostering a diverse and inclusive workplace that values collaboration and innovation. We encourage individuals from all backgrounds to apply and contribute to our culture of excellence.

Compensation and Benefits
We offer a competitive compensation package, including flexible time off and a comprehensive well-being program. Our commitment to transparency ensures that pay reflects the cost of labor across various U.S. markets, with adjustments based on individual qualifications and experience.



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