Senior Financial Analyst

Strength in Trust  

At OneTrust, we exist to unlock every company's potential to thrive by doing what's good for people and planet. Using cutting-edge technology and a real-world approach to privacy, GRC, ethics, and ESG, we’ve created a no-nonsense platform to help supercharge the global push for Trust Intelligence. 

The Challenge

We are looking for a Senior Financial Analyst to develop and manage the budget and forecast processes for key financial metrics as well as provide accurate and data-based reporting to help drive business decisions to ensure financial success.  

Your Mission

Consolidate and analyze financial data considering the company’s business objectives.  Conduct business reviews on past, future and comparative performance trends and develop forecast models 

• Manage the quarterly and annual budget and forecast process 
• Support the review, selection and implementation of a planning software tool 
• Prepare ARR, revenue, cost and headcount projections 
• Compare anticipated and actual results and identify areas of improvement 
• Assemble and summarize data to structure sophisticated reports on financial status and risks 
• Coordinate with the VP of Finance and the executive team on long-term financial planning 
• Maintain confidentiality of financial information and investment decisions 

You Are

• Self-motivated 
• Able to work independently, multi-task and prioritize your workload 
• Able to quickly shift priorities to meet deadlines 
• Able to effectively communicate, both verbal and written, with all levels of the organization 
• Meticulous and pride yourself with attention to detail and accuracy  
• Adaptable to change and thrive in a fast-paced environment 
• Highly organized  

Your Experience Includes 

• 6-8 years of proven work experience as a Senior Financial Analyst, Financial Analyst or similar role 
• Hands-on experience with financial, CRM (Salesforce.com preferred) and analytical software 
• Expertise in MS Excel, including advanced formulas 
• Excellent analytical, presentation, reporting and communication skills 
• Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis 
• Demonstrable strategic thinking skills 
• Trusted individual in handling sensitive financial information 
• BS degree in Finance, Accounting or Economics 
• CPA or MBA in Finance, Economic or related field 

Extra Awesome

Experience with tech or SaaS  

Benefits

As an employee at OneTrust, you will be a part of the OneTeam. That means equity, bonuses, unlimited PTO, and 100% paid medical benefits (and that’s just the beginning!).  

Our employee rewards philosophy spans mental, physical, and emotional well-being because we want our people to succeed both in and out of the office. Some benefits differ depending on region, but here’s what you can expect from our OneTeam Total Rewards Program: 

• Competitive Compensation: We offer top pay for top talent with competitive total packages including equity for all, performance bonuses, and retirement savings with match. We’re also committed to fair and equitable pay practices. 
• Workstyle Flexibility: At home or in the office, we trust you to get the job done. Our people have the option to work in the office, fully remote, or a hybrid based on their role. Go green with commuter program discounts and in-office perks.  
• Career Development: You’re not just joining any company; you’re joining the company that built the category-defining software platform for trust. You can become an expert and earn industry certifications with training and exams paid for by us and access to our learning & development program and guest speaker series.  
• Employee Recognition: We celebrate our accomplishments the best way we know how – together. Our people are invited to attend employee appreciation social events (including our awesome annual holiday party), participate in ticket giveaways for local city events based on your home office location, and celebrate one another through our #CheersforPeers channel. 
• Focus on Wellbeing: Take the vacation or volunteer - we have unlimited PTO globally. You’ll also have access to ClassPass memberships, generous company holidays and your birthday off, paid sick days, Employee Resource Groups (or, as we call them, Employee Trust Groups), and other ways to get connected or support company diversity, equity, and inclusion goals.  
• Health Benefits: No package is complete without great health benefits. This role may receive company-paid employee healthcare premiums, pa