Financial Analyst (Product & Technology)
United States
Finance and Legal – Finance /
Full-Time /
Remote
About Outreach
Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, ZoomInfo, and Verizon to name a few. To learn more, please visit www.outreach.io.
About the Team
We are looking for aFinancial Analyst to support the Product & Technology organization. This is a newly created role, this highly visible role will help lead financial planning and support strategic initiatives across our PDE teams. Technology lives at the core of Outreach and this role will play a huge role in helping to align strategic objectives with our financial goals.
The Role
The Financial Analyst will partner with the Product, Security, Engineering teams across our PDE organization. Reporting to the Manager, Finance this role will support short-term forecasting, budget management, and long-range planning efforts by partnering with our PDE stakeholders. This is a critical hire for the FP&A team at Outreach; the perfect candidate for this role will have a high level of independence, accountability, teamwork, and attention to detail.
Location: This position is remote within the US. While we have a preference for the east coast time zone, we’re open to west coast for the right candidate.
Your Daily Adventures Will Include
- Support Outreach’s forecasting and long-range planning for PDE, leading the day-to-day business partnering effort with budget owners
- Working with our Accounting, PDE, and other FP&A team members to perform month- and quarter-end close and reforecasting activities
- Proactively analyze and evaluate the business, identifying key operating trends, opportunities for growth, and more prudent expense management. You will play a crucial role in optimizing resource allocation, cost management, and overall financial planning for our cloud infrastructure
- Building financial models and leading ad hoc analyses to better understand technology spend and providing recommendations to improve financial performance to PDEleadership
- Maintain and update our hosting models, highlighting risks and opportunities and providing insights to drive increased efficiency
Our Vision Of You
- 2-3 years of progressive financial analysis experience or investment banking experience. Bachelor’s degree in Finance or Accounting, MBA a plus
- Proven experience with financial modeling, business analysis, FP&A, and analytics
- Experience with financial planning software tools (previous experience with Anaplan a plus)
- Previous experience supporting Product, Engineering, or corporate functions with a strong understanding & passion of the overall technology landscape is preferred
- Strong analytical and problem-solving skills with the ability to drive structure in ambiguity
- Ability to multi-task and work in a challenging, fast-paced environment
- Excellent communication skills (written, verbal, and listening)
$85,000 - $105,000 a year
The base salary range for this role is $85,000-$105,000. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. Actual compensation is based on factors such as your skills, qualifications, and experience. We also have a location-based compensation structure; there may be a different range for candidates in other locations.
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Why You’ll Love It Here
• Flexible time off
• 401k to help you save for the future
• Generous medical, dental, and vision coverage for full-time employees and their dependents
• A parental leave program that includes options for a paid night nurse, and a gradual return to work
• Infertility/ assisted reproductive services benefit
• Employee referral bonuses to encourage the addition of great new people to the team
• Snacks and beverages in the Office, along with fun events to celebrate
• Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
