IntelePeer is a high-growth startup, which has become a transformative force in cloud communications. We’re fundamentally changing the way people, businesses and service providers deploy and leverage their communications. In fact, we’re changing the economics of a multi-billion-dollar industry. As a key member of our San Mateo-based Accounting & Finance Team, the Sr. Financial Analyst supports all organizational functions (Operations, R&D, Sales & marketing, and G&A) and will be responsible for Key Performance Metrics (KPI) formulation, tracking and reporting, corporate forecasting, annual budgeting, and long-range planning as well as financial analysis on an ad-hoc basis and contribution to ongoing systems projects.

REPORTS TO: Director, FP&A

POSITION RESPONSIBILITIES:

• Maintain and distribute monthly KPI reports and contribute to the Board package for Board meetings.
• Assist with Budgeting and Forecasting across the organization.
• Solicit input from key stakeholders and rationalize inputs for all P&L and Balance Sheet line items.
• Assist with the monthly close process including Budget vs. Actual reporting, financial analysis, and other month end reporting.
• Create and publish customer revenue metrics for Senior Management.
• Calculate monthly recurring revenue and customer churn for covenant reporting.
• Contribute to the ongoing development of financial models to be used in M&A analysis.
• Proactively provide decision support and insights in relation to key financial projections.
• Provide analytical support to business partners.
• Other duties as assigned

The ideal candidate will have skill and experience in some or all the following areas:

• Bachelor’s degree; preferably in Finance or Accounting
• CPA and/or master’s in accounting/Finance a plus
• Big 4 audit or investment banking experience preferred
• 2+ years of experience in either Big 4 audit, investment banking, or FP&A role in Tech/Software
• SaaS KPI experience a plus
• Superior financial modeling, Excel and PowerPoint skills required
• Experience with Host Analytics, Salesforce, SAP, and/or any Financial Planning/ERP system is a plus

Key Competencies:

• Exceptional attention to detail
• Self-motivated, proactive, and resourceful
• Continuous attitude to learn and to improve
• Strong sense of commitment and loyalty
• Ability to wear multiple hats and think outside the box
• Moves fast to get things done quickly, while maintaining exceptional attention to detail
• Strong business acumen, analytical, critical thinking, and problem-solving skills
• Strong organizational, prioritization, and documentation skills
• Excellent verbal and written communication skills
• Establishes and maintains effective working relationships in cross-functional and team environment
• Maintains confidentiality
• Team player who is willing to go above and beyond to help others
• Positive, professional attitude
• Reacts quickly and adapts to changes in priorities, circumstances, and direction
• Effectively multi-tasks and manages multiple projects concurrently in a time-sensitive work environment