The Financial Analyst will manage quotas, forecast expenses, develop financial models, and prepare budget reports for the sales organization.
Outreach is the first and only AI Sales Execution Platform built for intelligent revenue workflows. Built on the world’s largest foundation of customer interactions and go-to-market team data, Outreach’s leading revenue AI technology helps go-to-market professionals and their companies win by intelligently accelerating decision making and elevating sellers to do their best work. Our powerful platform gives revenue teams the tools they need to design, measure, and improve a revenue strategy for every stage of the customer journey, improving efficiency and effectiveness across the entire revenue cycle. Over 6,000 customers, including Zoom, McKesson, Snowflake, SAP, and Okta use Outreach to power workflows, put customers at the center of their business, improve revenue results, and win in the market.
Outreach is a privately held company based in Seattle, Washington, with offices worldwide. To learn more, please visit www.outreach.io.
About the Team
We are looking for a Financial Analyst to join the Go-To-Market (GTM) FP&A team at Outreach. This role will report to the Senior Manager, GTM Finance.
The Role
You will play a key role in forecasting and monitoring expenses for our global sales organization, managing quotas, and leveraging systems and technology to scale processes and reporting capabilities. The ideal candidate for this role is a self-starter with a positive attitude, highly analytical mindset, and strong attention to detail.
Location: We’re open to remote within the US or hybrid in Seattle or Atlanta.
Your Daily Adventures Will Include
- Support and lead the quota and sales capacity planning
- Develop and maintain financial models, including commissions expense model, with well thought through drivers and trend projection
- Support the development of accurate and timely budgets, forecasts, and long-range plans. Suggest opportunities to improve forecast accuracy and forecasting processes
- Prepare monthly budget vs. actual results and other key financial analyses and report on results to key stakeholders
- Provide headcount tracking and financial modeling support on programs and strategic initiatives for global Sales organization
- Build strong cross-functional relationships and communicate with business partners regarding personnel and other expense requests
Our Vision Of You
- 3-5 years of relevant finance or accounting experience, or 1-2 years with GTM preferred
- Solid understanding of GAAP and financial statements
- Systems inclined with deep curiosity for leveraging systems to work more efficiently
- Highly detail-oriented and general love for data
- Advanced knowledge of Excel
- Comfortable developing and presenting business results, models, and financial plans
- Drive, enthusiasm, and eagerness to make an impact
- BA/BS degree in finance or accounting, or a highly analytical field (Engineering, Math, and Computer Science)
- Experience with Anaplan or other financial planning software is a plus
#LI-Remote
#LI-Hybrid
#LI-SC1
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.
Top Skills
Anaplan
Excel
Gaap
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