Financial Analyst, Outreach

Product & Technology

$85-105k

+ Potential for bonus and restricted stock units

Anaplan

Junior and Mid level

Remote from US

More information about location

Sales execution platform

Job no longer available

Sales execution platform

1001+ employees

B2BArtificial IntelligenceEnterpriseAnalyticsMachine LearningSaaSAutomationSales

Job no longer available

$85-105k

+ Potential for bonus and restricted stock units

Anaplan

Junior and Mid level

Remote from US

More information about location

1001+ employees

B2BArtificial IntelligenceEnterpriseAnalyticsMachine LearningSaaSAutomationSales

Company mission

To change the way companies engage with their customers throughout their lifecycle.

Job

Company

Role

Who you are

2-3 years of progressive financial analysis experience or investment banking experience. Bachelor’s degree in Finance or Accounting, MBA a plus
Proven experience with financial modeling, business analysis, FP&A, and analytics
Experience with financial planning software tools (previous experience with Anaplan a plus)
Previous experience supporting Product, Engineering, or corporate functions with a strong understanding & passion of the overall technology landscape is preferred
Strong analytical and problem-solving skills with the ability to drive structure in ambiguity
Ability to multi-task and work in a challenging, fast-paced environment
Excellent communication skills (written, verbal, and listening)

What the job involves

We are looking for aFinancial Analyst to support the Product & Technology organization
This is a newly created role, this highly visible role will help lead financial planning and support strategic initiatives across our PDE teams
Technology lives at the core of Outreach and this role will play a huge role in helping to align strategic objectives with our financial goals
The Financial Analyst will partner with the Product, Security, Engineering teams across our PDE organization
Reporting to the Manager, Finance this role will support short-term forecasting, budget management, and long-range planning efforts by partnering with our PDE stakeholders
This is a critical hire for the FP&A team at Outreach; the perfect candidate for this role will have a high level of independence, accountability, teamwork, and attention to detail
Support Outreach’s forecasting and long-range planning for PDE, leading the day-to-day business partnering effort with budget owners
Working with our Accounting, PDE, and other FP&A team members to perform month- and quarter-end close and reforecasting activities
Proactively analyze and evaluate the business, identifying key operating trends, opportunities for growth, and more prudent expense management. You will play a crucial role in optimizing resource allocation, cost management, and overall financial planning for our cloud infrastructure
Building financial models and leading ad hoc analyses to better understand technology spend and providing recommendations to improve financial performance to PDEleadership
Maintain and update our hosting models, highlighting risks and opportunities and providing insights to drive increased efficiency

Our take

Alongside the longstanding problems of identifying and closing sales, Customer Relationship Management (CRM) has long faced challenges with poorly integrated technology, which has inspired a flurry of companies targeting efficiency in the sector. Outreach is a sales execution platform that enables users to build more pipeline, proactively fix deal risks, and make the best decisions to advance their deals across every moment of the sales cycle.

Outreach is a leader in its category; delivering a comprehensive suite of sales tools, and generating AI-driven insights from a rich set of industry data. The company's focus on AI, which included the development of a ‘knowledge AI assistant’ for salespeople, is what allowed it to get ahead in the market. There are numerous competitors in the space, however Outreach has proved to command investor respect, having achieved Unicorn status in 2020.

Outreach has continued to display good growth, and has become a mission-critical part of the revenue stack for many customers - of which it boasts over 5000 globally. Notable names served by the company include Siemens, Twilio, and zoom.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

-3% employee growth in 12 months

Glassdoor (2.9)

Company

Funding (last 2 of 9 rounds)

Jun 2021

$200m

SERIES G

Jun 2020

$50m

SERIES F

Total funding: $527.3m

Company benefits

Dental and vision coverage
401(K)
Parental leave
Flexible time off
Work from home opportunities
Health insurance

Company HQ

Interbay, Seattle, WA

Leadership

Manny Medina

(CEO)

Manny was employee number three on Amazon’s AWS team, and led the Microsoft mobile division from launch.

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