FP&A Manager

Talkdesk2; United States; On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life and Disability Insurance

401(k) plan

Uncapped paid time off

Job summary

Talkdesk is seeking an experienced finance professional to partner cross-functionally and manage annual budgets while providing decision support through financial analyses. This key role focuses on financial and operational guidance across the organization.

The ideal candidate will have 5+ years of experience, preferably in SaaS, and strong expertise in financial modeling and communication. Opportunities for equity and comprehensive health benefits are included.

Qualifications

• 5+ years of relevant finance experience preferred, SaaS experience strongly preferred.
• Ability to influence at all levels of the organization.
• Excellent communication skills with experience developing and delivering presentations.

Responsibilities

• Support the annual budget and quarterly forecast process.
• Design and refine financial models to improve forecast accuracy.
• Prepare monthly and quarterly management reporting.

Skills

Financial analysis

Data modeling

Communication

SaaS experience

Education

Bachelor's degree in finance, economics or accounting

MBA

Tools

Excel

NetSuite

Zuora

Salesforce

Job description

This role will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Responsibilities

• Support the annual budget, quarterly forecast and long‑term strategic planning processes
• Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
• Conduct in‑quarter puts & takes review sessions – ensure that the organization can flex and react to short‑term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
• Prepare monthly and quarterly management reporting – analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
• Build and maintain relationships with cross‑functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
• Support executive management by providing timely ad‑hoc reporting on critical issues
• Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

Qualifications

• 5+ years of relevant finance experience preferred, SaaS experience strongly preferred
• Adaptive insights model building experience
• Strong financial and operational planning skills
• Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
• Excellent communication skills (written and verbal) with experience developing and delivering presentations
• Expertise in building Excel‑based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
• Ability to multitask effectively, working in team environments or independentlyFour-year university degree in finance, economics or accounting required, MBA a plus
• Experience with financial systems – NetSuite, Zuora, Salesforce, etc. is a plus

Pay Range (Base Pay)

$130,000-150,000

Other Types of Pay

Based on level and role the employee may be eligible for long‑term incentives in the form of equity and short‑term incentives of either bonus or commission.

Health Insurance

Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits

401(k) plan

Paid Time Off

Talkdesk offers an uncapped paid time off program for exempt employees and an accrual‑based program for non‑exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays

Talkdesk offers 14 paid holidays each year.

Paid Sick Leave

Exempt employees have uncapped paid time off and non‑exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Work Environment and Physical Requirements

Primarily office‑environment work, extended periods of sitting or standing, computer‑based work. Limited lifting, and equipment usage limited to computer‑related equipment (keyboards, mouse, etc.).

Equal Opportunity Statement

To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.

All questions or concerns about this posting should be directed to the Talent team at [e-mail].