Financial Analyst

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Our purpose
Small business makes the world go round – it's the heart of the global economy. At Xero we want millions of small businesses to thrive through beautiful software, advice and connections. We aim to make being a small business more efficient and profitable, and more enjoyable too.
How you'll make an impact
We are looking for a Finance and Accounting ninja that will play a critical and visible role through proactive ownership of the daily financial activities for Xero in the US. You will hold broad ownership over our consolidated P&L budgeting, variance reporting and forecasting processes. You will work to help us understand our historical financial performance and maintain a rolling forward outlook. In this role you will interact with a broad range of leaders and become a critical partner to them as you advise them on their financial matters.
To succeed in this position you should have a solid foundation of accounting and finance expertise, the ability to investigate and communicate variances, a passion for building accurate forecasts, and you really do need to know your way around Excel.
In addition to these "technical" skills you should have an innate drive that makes you take a great deal of pride in your work.
Most importantly, you MUST have a service perspective. This role exists to help others and so your success needs to be measured by their successes.
And finally, please have a great sense of humor!
What you'll do

  • Financial Planning: Manage the consolidated budget/forecast model and supporting processes for the Americas Business unit within Xero. (you pull together the Big Picture)
  • Management Accounting: Work closely with the Accounting team in New Zealand to ensure Americas related expenses are properly recorded, including assisting with accruals and reviewing the soft close for needed corrections
  • P&L Review: Drive the monthly P&L review process that includes leveraging data from the company's GL system and partnering with budget owners to understand the root cause of variances
  • Reporting: Author daily, weekly monthly and quarterly financial and KPI reporting that will be used by the US executive and international, global headquarters teams
  • Advising: You will work closely with a broad range of senior leaders as you assist them with all things finance related
  • Tax Compliance: Support the tax team as required with all tax filings, including income & franchise taxes, sales & use tax, property tax, employer tax and any other matters that may arise
  • Support the Global Treasury team with US related banking requirements, including preparing and signing checks
  • Other compliance: Ensure compliance with other regulatory bodies and requirements, including coordination with Global HQ and external parties

Success looks like

  • Regularly demonstrating Xero's core values
  • Maintaining a highly accurate rolling outlook on the Americas business
  • Research and provide a clear understanding as to the root cause of any unexpected results
  • Successful relationships at all levels across the business
  • Ability to provide timely and accurate financial advice
  • Appropriate reporting provided to Global HQ
  • Contribution to the management of the US compliance obligations for Xero
  • Ability and desire to assist in broader areas as required
  • When those you advise are successful

What you'll bring with you
Critical competencies

  • Incredibly detail oriented
  • Solid accounting and finance background
  • Strong analytical capability
  • Excellent ability to prioritize and multi-task
  • Strong effective interpersonal and relationship building skills
  • Ability to weave a sense of humor and fun into your work life

Experience

  • 5+ years of progressive experience in Finance or Accounting
  • Passionate about delivering world-class level work, every day
  • Experience with cloud-based financial platforms, familiarity with Netsuite and Adaptive Insights is an advantage
  • Bachelor's degree in Accounting or Finance
  • CPA and/or Big 4 Experience a plus

Helping us find you

To give you a chance to stand out from other applicants and for us to begin getting to know you, we have a request for you. In your cover letter please briefly describe one accomplishment in your current role that you're truly proud of. The intent of this request is to help us see beyond your resume and a formal cover letter and get a sense of who you are and what drives you.

Why you'll love Xero

Diversity of people brings diversity of thought and we like that. A collaborative and inclusive environment is important to us. Working at Xero will provide you with a diverse and inclusive environment alongside people who will respect, challenge and support you to have fun while you do the best work of your life. We are a place where personal development, innovation, and change are not only inspired but also celebrated. We value our people and want them to enjoy and take pride in their work.

We have a unique and special culture based around our values (#ownership, #challenge, #beautiful, #human and #champion) and offer a number of other great benefits and perks including Xero shares.

So if you want to hear more and get the opportunity to help shape the next phase in the Xero success story please apply!
Xero is an Equal Opportunity Employer.

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What are Xero Perks + Benefits

Xero Benefits Overview

Xero offers a variety of benefits aimed at helping our employees maintain their physical, financial and mental wellbeing, allowing them to bring their best selves to work each day

Culture
Volunteer in local community
Xero employees are given a day off each year to volunteer in their communities.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Remote work program
Typically, we work from home as needed. During COVID, all employees are working remotely and have access to stipends to access the equipment they need to be successful.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
42% of Xero's leadership team is female, while our Board of Directors maintains an equal gender balance. Xero was included in Bloomberg's 2020 Gender Equality Index report.
Mandated unconscious bias training
All Xero employees will complete online unconscious bias training during on-boarding
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
The talent and leadership teams at Xero are committed to building diverse talent pipelines that reflect the communities we serve.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Xero allows employees to set aside pre-tax dollars for medical and dependent care expenses. $2,650 annual limit for healthcare FSA
Disability insurance
Xero's long and short term disability plans provide income protection at 60% of annual base salary
Dental insurance
Cigna dental PPO plan
Vision insurance
VSP vision plan
Health insurance
Xero offers a variety of health plans including Cigna HSA, Cigna PPO, and Kaiser HMO for Colorado and California employees
Life insurance
Provided to Xero employees at no cost. Coverage for each employee of 2x annual base salary up to $500,000
Wellness programs
Xero will fund up to $300 annually in employee health reimbursement account to be used toward a health improvement activity including gym membership, mental, physical or financial health
Mental health benefits
Concern EAP benefits for all employees
Financial & Retirement
401(K)
401(K) matching
Xero will match 100% on the first 3% contributions plus 50% match on next 2% of contributions
Company equity
All Xero employees are granted Restricted Stock Units at a certain percentage of their base salary which vests over a 3 year period
Child Care & Parental Leave Benefits
Generous parental leave
26 weeks paid parental leave.
Vacation & Time Off Benefits
Generous PTO
Xero offers 21 days of paid time off, 10 wellness days, as well as 11 paid holidays per calendar year. We also participate in a company wide shut down between Christmas and New Years Day
Paid volunteer time
Xero encourages employees to give back to our communities by providing 8 hours of paid volunteer time per year
Paid holidays
11 paid holidays per calendar year
Paid sick days
Each employee is granted 10 wellness days per year in addition to our generous PTO
Office Perks
Commuter benefits
Set aside pre and/or post tax dollars for commute related transit, parking and bike expenses
Company-sponsored outings
Annual holiday party, as well as a summer celebration!
Free snacks and drinks
You find a variety of fruit, chips, nuts, snack bars, sodas and iced tea in the Xero kitchen
Some meals provided
Breakfast each Tuesday and lunch every Thursday from a variety of local vendors
Company-sponsored happy hours
Happy hour starts every Friday at 4!
Fitness stipend
Our monthly health reimbursement plan can be used towards your fitness membership or a variety of other health related wellness programs
Professional Development Benefits
Job training & conferences
Teams have budget set aside each year to support growth and up-skilling
Lunch and learns
Promote from within
Customized development tracks

Additional Perks + Benefits

Xero leadership consistently reviews benefits to ensure they are competitive and allow our people to bring their full selves to work each day.

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