Financial Analyst (Product & Technology)

Outreach; Washington (District of Columbia); Remote; USD 85,000 - 105,000; Full time

Job summary

A leading company in AI sales solutions is seeking a Financial Analyst to transform financial planning initiatives within their Product & Technology organization. This remote role emphasizes independent analysis and collaboration across teams, ensuring alignment of strategic objectives with financial goals. Candidates should exhibit strong analytical capabilities and effective communication skills.

Benefits

Flexible time off

401k plan

Generous medical, dental, and vision coverage

Parental leave program

Diversity and inclusion programs

Qualifications

• 2-3 years of progressive financial analysis or investment banking experience.
• Strong analytical and problem-solving skills with attention to detail.
• Experience in financial modeling and FP&A.

Responsibilities

• Support Outreach's forecasting and long-range planning for PDE.
• Analyze business trends and manage expense for cloud infrastructure.
• Build financial models to optimize resource allocation.

Skills

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor's degree in Finance or Accounting

MBA

Tools

Financial planning software

Anaplan

Job description

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 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 theManager, 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.