Senior Financial Analyst

This individual will be responsible for various tasks within the FP&A group. Responsibilities will include partnering with department heads to create and track performance against their budget, reviewing deal pricing and margin and providing finance approval, partnering with our Sales Team to produce ROI analysis for our prospects and presenting that ROI directly to the prospect, and will also be responsible for budgeting, forecasting, reporting, and ad-hoc analysis to support decision-making across the organization. This will be an extremely visible role with frequent exposure to senior leadership. The successful candidate will be highly analytical, detail oriented, and driven to make an impact on the company’s operations. Reporting to the Director, Financial Planning & Analysis, the Sr. Analyst should be comfortable adapting to changing circumstances, be entrepreneurial in spirit, and be capable of influencing and effecting change at the highest levels of the organization.

We are looking for an individual contributor with outstanding communication and technical skills to help drive their systems, processes, and decision-making capabilities to the next level.

Requirements

• 4-6 years overall experience working in a financial-based role.
• Experience working in high-growth technology and SaaS companies preferred.
• Excellent communication skills – you’re able to tell the story, not just report the numbers.
• Incredible attention to detail and an innate ability to manage conflicting priorities.
• Ability to understand our prospects businesses, how our product brings them value, and to summarize that value in an Excel based ROI model.
• Ability to present the findings from the Business Value model directly to our prospects.
• A degree in finance, accounting, or economics.
• The ability to “dive deep” to understand the nuances of detailed information, coupled with the ability to “come up for air” and present findings to key members of the organization.
• Comfortable making decisions and recommendations in an environment where conclusive data/analysis is not always achievable.
• Outstanding systems skills including Excel, Adaptive Insights, Salesforce, and others required. Experience with Microsoft Power BI is a plus.

Responsibilities

• Partner with department heads to create and track performance against their budget.
• Perform pricing and margin analysis on deal proposals to ensure they meet the Company’s financial targets.
• Provide business analysis and financial support on internal operations and strategic initiatives.
• Partner with the Sales Organization to build accurate and impactful Business Value Models for our prospects.
• Present the Business Value Models directly to key members of the Prospect organization.
• Help maintain the Business Value Model template and ensure it remains updated with all relevant new use cases.
• Prepare financial analysis and provide support on due diligence activity as needed.
• Produce and track key SaaS metrics for the organization (LTV, CAC, renewal rates, etc.).
• Produce ad-hoc analysis and reporting as necessary for the CFO, CEO, and other stakeholders.
• Contribute to Board of Director presentations and communications.
• Support the evaluation, implementation, and adoption of new systems within the organization.

Benefits

About CallMiner

CallMiner is the global leader in conversation intelligence. Powered by AI and ML, CallMiner delivers the industry’s most comprehensive platform to analyze omnichannel customer interactions at scale. We help our customers to connect the dots between insights and action, enabling them to identify areas of opportunity to drive business improvement, growth and transformational change. CallMiner is trusted by the world’s leading organizations across retail, financial services, healthcare and insurance, travel and hospitality, and more.

CallMiner's core set of values – from teamwork and ownership to success and joy – serve as a touchstone for what we strive to create in a workplace culture and weave through everything we do as a company. We believe that by building a team of brilliant, inspired people, we can truly accomplish amazing things together. We are committed to providing an inclusive and equitable workplace where everyone feels accepted, valued, and understood.

Our strong commitment to a positive workplace has earned us the recognition of a 2021 Top Place to Work by the Boston Globe and a 2022 Top Workplace USA by Energage.

Benefits + Perks

At CallMiner, we believe having a work-life balance is key to being able to deliver your best every day. We strive to offer a well-r