Financial Analyst, ActiveCampaign
$77.5-106.6k
Customer experience automation
Job no longer available
Customer experience automation
501-1000 employees
Job no longer available
$77.5-106.6k
501-1000 employees
Company mission
To help businesses and organizations to automate their entire customer experiences.
Role
Who you are
- 2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies
- A Bachelor's degree in Finance, Business Administration, Accounting, or a related field
- Exceptional analytical and financial modeling skills, with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights
- Experience with product investment ROI modeling, analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion
- Prior experience with Amazon Web Services (AWS) cost modeling and forecasting or knowledge of SaaS business models and technology industry trends
- Exceptional communication skills and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences
- Proficiency in financial systems (experience with NetSuite and Looker is a significant plus)
- A detail-oriented and highly organized approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment
- A curiosity and willingness to leverage AI and new tools to continuously improve and streamline financial processes
What the job involves
- As our next Financial Analyst, you won't just be managing spreadsheets—you'll be at the forefront of driving strategic decisions for our core Technology and Product organizations
- You will own critical financial processes, architect key forecasts, and collaborate directly with leadership to translate strategic R&D goals into tangible financial outcomes
- This isn't just about reporting; it's about seeing your analysis immediately impact our product monetization strategy and our company's future trajectory
- Own the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy
- Act as a strategic partner to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions
- Architect and manage the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan
- Develop and maintain sophisticated, driver-based financial models, specifically owning the data & hosting (AWS) forecast using customer-centric cost modeling principles
- Conduct and synthesize advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders
- Support the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments
Our take
Marketing and CRM tools are essential to scale a business in the current landscape. Existing tools for optimizing engagement, scalability and data analytics have surged in popularity, but many solutions remain unaffordable for small businesses.
ActiveCampaign provides an integrated platform for email marketing, marketing automation and CRM with the focus on providing businesses with the ability to optimize customer experiences. The platform leverages machine learning and automation to increase the rate that its clients can scale their engagement levels, regardless of whether the user is running a small or large business.
Despite high-profile competitors, the company has found a gap in the market by providing an integrated and unified solution combining hundreds of tools. The platform is available as an entire package for enterprises, but smaller companies can opt for cheaper and streamlined tool kits. In 2022, ActiveCampaign announced the implementation of over 400 customer ideas into its product. It has also partnered with ActiveEngine, the first ActiveCampaign-only agency, to enable businesses to make better discovery calls and close more deals. With the 2024 opening of a hub in Krakow, it is further expanding its European footprint.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-18% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Apr 2021
$240m
SERIES C
Jan 2020
$100m
SERIES B
Total funding: $360m
Company benefits
- Mac computer, modern apps, and access to a $250 quarterly WFH stipend, as well as regional Hubs that serve as a central meeting space.
- Open PTO, the ability to work remotely, a sabbatical program, and flexibility in your work schedule.
- Access to the Calm meditation app, the Modern Health coaching app, and telemedicine support for mental health.
- Equity for all employees to help create alignment and an ownership mindset across all team members as we grow.
- Access to 1:1 sessions with career coaches, and Udemy subscriptions.
- Generous 401K matching that have no wait or vesting requirements.
- Dedicated Employee Resource Groups for moms, dads, and parents, manager training to better support working parents, and flexible working schedules to make parenting during remote work a bit less stressful.
- Dedicated career development conversations and regular salary reviews.
- Full medical, dental, and vision, and pay 100% of your premiums for the HSA plan.
- Stay connected with teams around the globe through digital outings & trainings, an automated coffee roulette program, and biannual team kickoffs.
- Donation matching and 3 days of Volunteer Time Off for all employees every year. We also make it easy to participate in local elections by giving employees the day off.
Company HQ
Chicago Loop, Chicago, IL
Leadership
Jason VandeBoom
(CEO)Jason founded ActiveCampaign in January 2003 as CEO. They have worked there ever since, alongside being a Future Founders Board Member since February 2020.
Salary benchmarks
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