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Portfolio Jobs

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Strategic Financial Analyst

Pendo

Pendo

IT, Accounting & Finance
Raleigh, NC, USA
Posted on Friday, June 28, 2024

Pendo is looking for a highly motivated and detailed-oriented Strategic Financial Planning & Analysis (FP&A) Analyst to join our growing Finance team. This is an exciting opportunity where you will play a key role in the company’s financial planning and reporting activities, by partnering closely with the leaders of various business functions across the company. In particular, you will be an integral thought partner on a number of department-level spend activity by providing financial performance analysis & insights to inform budgeting and resource investment decisions, as well as drive key corporate financial planning & reporting activities. This role requires a strong analytical mindset, excellent communication skills, and a proactive approach to problem-solving.

Role Responsibilities

  • Partner closely with business leaders and functional stakeholders to understand their business area and leverage that knowledge to provide analyses that inform financial planning & business decisions.
  • Support highly visible recurring deliverables including month-end reporting, quarterly forecasts, annual planning & budget, and long-term financial plan.
  • Serve as a financial expert in discussions with business leaders, providing insights and influencing key strategic decisions.
  • Design and improve financial models and reporting at the department and company-wide levels. Be accountable for the models’ core assumptions, quality, timeliness and accuracy.
  • Monitor key performance indicators, highlighting trends and analyzing causes of variance to senior leadership and key stakeholders.
  • Prepare and present financial updates to senior management.
  • Proactively challenge the status quo and drive continuous improvement, standardization, and simplification of our FP&A core processes.
  • Perform ad-hoc reporting and analysis as required.

Minimum Qualifications

  • Bachelor's Degree in Finance, Accounting, or Business Administration
  • Minimum of one (1) year of relevant operational experience in FP&A, strategic finance, private equity or similar
  • Working knowledge of standard financial reporting framework and key US GAAP principles
  • Proven ability to build strong collaborative working relationships with business partners
  • Ability to multitask and maintain a high level of performance under tight timelines
  • Strong written and oral communication skills, with a demonstrated ability to present insights clearly

Preferred Qualifications

  • Three (3) years of relevant operations FP&A, strategic finance, private equity experience
  • Prior experience in SaaS organization is a strong plus
  • Prior experience supporting function/team level operating expense budgets is a strong plus
  • Self-disciplined, diligent, proactive and detail oriented
  • Solution-oriented “act like an owner” mindset with enthusiasm for establishing best practices
  • Highest standards of accuracy and precision
  • Ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
  • Strong time management skills with the ability to prioritize tasks
  • Preferred software knowledge: high proficiency in Microsoft Excel, comfortable operating in Google Office Suite (including Sheets, Docs, Slides), Salesforce, Anaplan, and Workday

Pendo Description

Pendo was founded in 2013 by former product managers, who combined their heads and hearts to build something they wanted but never had as product managers -- a simple way to understand and attack what truly drives product success. Our mission is to improve society's experience with software. Pendo is the most comprehensive product experience platform that allows companies to put product at the center of everything they do. We help teams integrate product intelligence into their organizations to confidently innovate at the speed of changing user needs—taking the guesswork out of delivering the best product experiences.

Come join one of the fastest-growing startups, supported by best-in-class institutions like Battery Ventures, Salesforce Ventures, Spark Capital and Meritech. You will gain experience in a diverse and exciting set of technologies and clients and have a real impact on Pendo's future. Our culture is passionate, dynamic, and fun.

EEOC

We are an equal opportunity employer and believe having diverse teams where everyone brings their whole self to Pendo is key to our success. We welcome all people of different backgrounds, experiences, abilities and perspectives.

Accessibility

Pendo is committed to working with, and providing access and reasonable accommodation to, applicants with mental and/or physical disabilities. If you think you may require accommodation(s) for any part of the recruitment process, please send a request to: accommodation@pendo.io. All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.

Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of many compensation, benefits and other reward opportunities we provide.

The expected base salary range for this role in the following location is:

Raleigh, NC - $63,000 - $90,000

Individual pay rate decisions, including offers made within and over the expected salary range, are based on a number of factors, including qualifications for the role, experience level, skillset, and balancing internal equity relative to peers at the company.

Benefits & Perks

  • Competitive compensation, including equity & company bonus
  • Competitive health benefits package, including medical, dental, and vision
  • 401k (including company match)
  • Monthly wellness stipend
  • HSA company match
  • Flexible PTO
  • Paid parental leave
  • Catered meals & office snacks