Financial Analyst, Sr.

We engage the most inspired minds to do their best work wherever they work best—powering the freedom to create worldwide.

WP Engine is the most trusted WordPress technology company, powering over 1.5M digital experiences in 150+ countries for businesses of all sizes. WP Engine’s all-in-one platform enables customers to design, build, power, and manage extraordinary WordPress, eCommerce, and headless sites—all thanks to a nonstop commitment to innovation, award-winning WordPress expertise, and a set of core values that guides us every day.

What's cool about this job.

The Go-To-Market (GTM) Finance team leads decision support for company-wide pivotal initiatives, drives business insights focused on cutting edge business issues, delivers bookings, churn, revenue and top-line critical metric reporting and forecasting. This fast-paced role provides an outstanding opportunity to drive strategic analytics and decision support in a cross-functional B2B SaaS organization across Sales, Marketing, and Customer Experience.

The Role. 

• This position will be on the GTM team focusing on Sales Bookings and Spend.

• This role will run our Monthly Recurring Revenue (MRR) Processes, in order to establish a strong understanding of how we generate Revenue at WP Engine.

• You will be expected to develop a strong operational understanding of the Sales organization; Acquisition, Account Management, Agency, Sales Engineering, Rev Ops, and XDR functions. 

• You will use your knowledge of the Sales organization to partner with the business, help them build business cases to hit their Plan targets and be an advisor for them on the best way to invest dollars to generate MRR.

• You will have the opportunity to work on projects related to MRR, Marketing and CX.

The day to day.

• Business Partnership - The person successful in this role will be able to build relationships with the various leaders across the Sales organization, which means a good portion of your time will be talking to and supporting your leaders.

• Planning & Forecasting - On average we have about one Planning Cycle and Forecasting Cycle a year. During those times Planning/Forecasting becomes Priority 1 for the Finance Team. 

• Operationalizing the Plan - Once the Plan/FCST is done, it is our job to make sure that the leaders stay on track to hit their Plan, and if they are off-track we need to find a way to get back on-track. This involves Measuring, Reporting, and Tracking of results, along with us finding alternative solutions with our leaders, when things don’t go to Plan. 

• Strategic Work - Generate your own opinions on how to improve the business, and do your own research/analysis that you can share with the business so they can make tactical and strategic decisions to drive growth or improve return.

Your skills and expertise.

• 2+ years’ of investment banking, consulting, private equity or investing experience, or experience on a Strategic Finance team at a fast-growing company

• Experience building financial models, business cases and developing automated reports and dashboards.

• Strong Microsoft Excel skills are required

• Ability to plan effectively, multi-task, and execute timely to deadlines.

• Detail oriented with the highest regard for accuracy and completeness.

• Ability to be agile, focusing on most relevant and highest priorities.

• Self-motivated with a keen desire to learn about the company and the industry.

• GTM & Previous SaaS experience is a plus

The Perks and Benefits

• Stock Options (Every employee is an owner in the company)

• Health Benefits (100% Paid Employee Medical, Dental, and Vision)

• Fertility Benefits (IVF/Fertility drug coverage)

• 401(k) Retirement Savings Plan with a match

• Life and Disability Insurance

• Paid Family and Caregiver’s Leave

• Employee Assistance Program

• Generous Vacation Time (Who doesn’t like time off)

• One-time $500 Home Office Stipend

• Company Wellness Days

• Wellness Program

• Calm App Subscription

Our company strives to have the broadest possible view