Strategic Finance Manager

Genesys Cloud Services, Inc.; Menlo Park (CA); Hybrid; USD 105,000 - 185,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Telehealth

Flexible work schedules

401(k) matching

Adoption Assistance

Fertility treatments

Open time off + 10 holidays

Job summary

Genesys Cloud Services, Inc. is seeking a senior strategic finance professional to lead planning, forecasting, and analytics for renewals and ARR across a global SaaS portfolio.

You will partner with Renewal Management, Finance, Data Science, and Ops to drive data-driven decisions and executive-ready narratives, leveraging AI tools to improve forecasting and reporting while aligning with growth priorities.

Qualifications

• 6+ years in strategic finance or FP&A supporting go-to-market teams.
• Strong SaaS metrics knowledge: renewals, ARR, and retention.
• Proficient with financial statements, data, and modeling.

Responsibilities

• Drive annual and multi-year financial planning and budgeting linked to customer trends.
• Lead renewal forecasting analyses and executive narrative on forecast changes.
• Develop governance for renewal metrics aligned with priorities.
• Collaborate with Finance, Data Science, and Ops to reflect metrics in systems.
• Deliver monthly renewal analytics on customer behavior and drivers.
• Produce analyses connecting customer and financial data to priorities.
• Strengthen forecasting across P&L and cash flow with stakeholders.
• Apply AI-powered tools to accelerate analysis and reporting.

Skills

Strategic finance

FP&A

Revenue operations

Executive storytelling

Advanced Excel

Financial modeling

AI-enabled analysis

Data interpretation

Education

Bachelor's or higher in economics / business / accounting / mathematics / statistics

Tools

SQL

Tableau

Snowflake

Job description

Be the one building AI-powered experiences where they matter most.

At Genesys, we help organizations create better customer experiences through AI-powered experience orchestration. Our platform connects people, systems, data and AI to help organizations deliver more personalized service, improve operational efficiency and build stronger customer relationships.

Help build, support and operate technology used by more than 8,000 organizations in over 100 countries - moving AI from possibility to production in real-world enterprise environments every day.

Key Responsibilities:

• Drive annual and multi-year financial planning and budgeting, connecting historical performance, business assumptions, and customer trends to actionable targets across renewal and retention metrics
• Lead recurring renewal forecasting analyses using customer-level data to identify risks and opportunities and deliver clear executive narratives on forecast changes, performance drivers, and variances to plan
• Develop and maintain policies and governance processes that establish clear, consistent renewal metrics aligned with business priorities and scalable decision-making
• Partner with Renewal Management to evaluate product and pricing changes across customer contracts, validate key metrics, and collaborate with Data and Operations teams to ensure systems reflect those metrics accurately and consistently
• Deliver monthly renewal analytics that surface customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership
• Produce strategic and ad hoc analyses that connect customer and financial data to business priorities, resource allocation decisions, retention strategies, and executive business reviews
• Partner with Finance, Data Science, go-to-market, and Operations stakeholders to strengthen broader company forecasting across the P&L and cash flow
• Apply AI-powered tools and automation to accelerate analysis, strengthen forecasting and reporting, and expand the scale and effectiveness of Strategic Finance insights

Required Qualifications:

• 6+ years of experience across strategic finance, financial planning and analysis (FP&A), revenue operations, or another finance partnership role supporting go-to-market leadership teams, such as Sales, Renewals, or Customer Success
• Strong understanding of SaaS and enterprise software metrics and revenue drivers, including renewals, retention, and annual recurring revenue (ARR)
• Strong financial acumen, including experience working with financial statements, customer and operational data, advanced Excel, and financial modeling
• Demonstrated ability to translate complex financial and operational data into clear insights, recommendations, and executive-level narratives
• Strong analytical and structured problem-solving capabilities with exceptional attention to detail
• Proven ability to manage multiple priorities independently while balancing analytical rigor with tight deadlines
• Excellent written and verbal business communication skills, with demonstrated ability to establish credibility with senior leaders and collaborate effectively across functions
• Experience using AI-powered tools to improve financial analysis, forecasting, reporting, automation, or productivity

Preferred Qualifications:

• Experience in investment banking, private equity, growth equity, or a similar analytical role, followed by strategic finance or operating experience within a high-growth technology company
• Renewals, retention, or bookings forecasting experience within a SaaS, enterprise software, or AI company
• Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools
• Background developing scalable reporting, forecasting, or analytical processes that improve visibility and decision support
• Undergraduate or graduate degree in economics, business, accounting, mathematics, statistics, or a related field

Compensation:

$105,100.00 - $184,900.00

Benefits:

• Medical, Dental, and Vision Insurance.
• Telehealth coverage
• Flexible work schedules and work from home opportunities
• Development and career growth opportunities
• Open Time Off in addition to 10 paid holidays
• 401(k) matching program
• Adoption Assistance
• Fertility treatments

Working at Genesys

• AI at enterprise scale - Build, support and operate AI-powered technology used by more than 8,000 organizations worldwide. 150+new AI features were released in the last fiscal year.
• A flexible-first culture - Join a global team of nearly 7,000 employees with flexible ways of working designed to help people do their best work.
• Growth in the AI era - Build future-ready skills through mentorship, learning programs, leadership development and education support.
• Time to recharge and give back - Benefits include paid volunteer time, August Free Fridays, well-being resources and regionally tailored programs for employees and their families.
• Recognized globally - Genesys is Great Place to Work certified in 17 countries and 94% of employees are proud to tell others they work at Genesys.

About Genesys

Genesys empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. Genesys Cloud is the Agentic Orchestration Platform that securely connects people, systems, data and AI across the enterprise with built-in governance and control. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit www.genesys.ai.

Reasonable Accommodations:

If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at [e-mail].

Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression,marital status, domestic partner status,national origin, genetics, disability,military andveteran status, and other protected characteristics.

Please note that recruiters will never ask for sensitive personal or financial information during the application phase.