Senior Financial Analyst
San Francisco, US
Business Services – Finance /
Permanent /
Hybrid
Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.
At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.
How you’ll make an impact
This role is pivotal in providing support to Finance Business Partners to deliver leading financial, planning and analysis across the business. You will need to develop an understanding of the Xero business environment and insight into its requirements for forecasting, budgeting and performance evaluation. You will build strong relationships throughout the business and communicate analysis and projection of information to many different levels and people throughout the company.
What you’ll do
- Provide support to Finance Business Partners, working across multiple portfolios to drive faster and better decision making and performance management across Xero
- Financial Planning and Analysis: Support long-term financial planning processes, providing insights into revenue growth, cost management, and investment decisions
- Financial Modeling: Create and maintain financial models to assess potential scenarios, risks, and opportunities, and support strategic decision-making
- Capital Allocation: Support the evaluation and optimization of capital allocation strategies,
- includinginvestmentinnewinitiatives,acquisitions,andcapitalexpenditures
- StakeholderEngagement:Collaboratewithcross-functionalteams,providingfinancialinsights and guidance to support decision-making across the organization
- Financial Strategy: Contribute to the development and communication of the company's financial strategy, ensuring alignment with overall business objectives
- Data Insights: Leverage a range of tools and technology to deliver high quality data and insightful reporting across the Finance team and across the wider business that drives visibility ,understanding and commercial outcomes
- Financial Systems: Provide support for financial systems, including assistance with design to meet business needs, routine and ad hoc administration and maintenance, training and model security and integrity
- Develop best in class system reporting, queries and enhancements
- Assist with building commercial skills across the business, understand strategic direction and help to highlight potential areas of risk or value
- Actively contribute to and provide support for projects/initiatives undertaken by the business and by the FP&A team
- Providing insightful analysis and quality, accurate, timely financial information that is thoughtful and actionable
- Demonstrate understanding of key business drivers
- Never standing still and constant evolution of analysis
- Building relationships at all levels across the business
Success Looks Like
What you’ll bring with you - Critical competencies
- Excellent modeling and forecasting skills with the ability to prioritize and multitask
- Problem solving skills, innovative thinker
- Demonstrated ability to take data and create a story that resonates with audiences and drive action
- Able to prioritize work, meet deadlines with attention to detail and accuracy
- High energy level, self-starter, proactive and results oriented
- Strong effective interpersonal and relationship buildings kills
- Ability to work in a dynamic and fast paced environment
What you’ll bring with you - Experience
- Demonstrable professional and relevant experience
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Master's degree or professional certifications(e.g., CFA)is a plus.
- Experience in investment banking, private equity or high growth technology/SaaS business would be a bonus
- Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor
- Excellent communication and presentation skills
Xero prides itself on living its values, one being #human. In your cover letter outlining why this role is a great fit for you please also address how you would bring #human to the role.
Why Xero?
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience. If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.
