Financial Planning and Accounting Manager, Workato
$136-156.4k
+ Variable and equity
Office located in Palo Alto, CA
Integration & workflow automation platform
Be an early applicant
Integration & workflow automation platform
501-1000 employees
Be an early applicant
$136-156.4k
+ Variable and equity
Office located in Palo Alto, CA
501-1000 employees
Company mission
To help businesses streamline their operations by providing a platform to automate their work and integrate their stacks, all in one place.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, or a related field. MBA or relevant certification (e.g., CPA, CFA) is a plus
- 4-6 years of experience in financial planning and analysis, preferably with a focus on Sales and Marketing
- Proficiency in financial modeling and advanced Excel skills
- Experience with financial planning software Anaplan and ERP system NetSuite is preferred
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights
- Excellent communication and presentation skills, with the ability to convey financial concepts to non-financial stakeholders
- Strong attention to detail and organizational skills
- Ability to work independently and as part of a team in a fast-paced, dynamic environment
What the job involves
- We are seeking a highly motivated and detail-oriented FP&A Manager to join our Finance team
- This role will specifically support our Sales and Marketing departments, providing critical financial insights and analysis to drive strategic decision-making
- The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a keen understanding of sales and marketing dynamics
- Financial Planning & Analysis:
- Develop and maintain financial models to support sales and marketing forecasts, budgets, and long-term plans
- Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets
- Budgeting & Forecasting:
- Collaborate with Sales and Marketing teams to prepare annual budgets and periodic forecasts
- Monitor and report on variances between actuals and budget/forecast, providing insights and recommendations for corrective actions
- Reporting
- Prepare and distribute monthly, quarterly, and annual financial reports for Sales and Marketing departments
- Develop and maintain dashboards and key performance indicators (KPIs) to track performance and support decision-making
- Strategic Analysis
- Conduct ad-hoc financial analysis to support strategic initiatives, including new product launches, market expansion, and promotional activities
- Evaluate the financial impact of marketing campaigns and sales initiatives, providing recommendations to optimize ROI
- Cross-Functional Collaboration
- Monitor and ensure that the costs associated with company-wide offsite events and travel expenditures comply with established policies
- Work closely with Sales, Marketing, and other cross-functional teams to gather relevant data and insights
- Act as a financial advisor to Sales and Marketing leadership, providing guidance on financial matters and helping to drive business performance
- Process Improvement
- Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities
- Leverage technology and tools to streamline reporting and analysis processes
Our take
Many businesses struggle with lack of team integration. There are a plethora of handy apps available, and various teams within businesses often use different processes, tools, and software. This has led to many businesses attempting to patch together technologies and create ad-hoc solutions that fail when they need to be scaled. Workato allows businesses to integrate data and apps so that teams can collaborate and communicate securely.
Workato has built a single platform that integrates apps, processes, data, and user experiences to improve efficiency, communication, and business flexibility. There are many integration platforms available, such as SnapLogic and Mulesoft Anypoint Platform, however, Workato has aimed its platform at users who have minimal technical experience, rather than the IT team.
Workato has continued to expand its partnerships and workforce, and is well set to see further growth as it innovates its product offerings and capabilities. The company was recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Integration Platform as a Service, making five years it has participated and five years it has been recognized.
Steph
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Nov 2021
$200m
SERIES E
Jan 2021
$110m
SERIES D
Total funding: $415m
Company benefits
- Flexible Working Arrangements: We maintain a hybrid remote work model and provide everyone with best of breed technology tools that enable them to work anywhere, anytime.
- Great Employee Benefits: Such as an Employee Assistance Programme (EAP), Health Insurance, Referral Bonuses, and Workato Stock Options, tailored to the countries that our employees are based in.
- Professional Development Opportunities: We support individual career ambitions, and set aside training programs and budgets they can tap on to upgrade both soft and hard skills.
- Dedicated Wellness: We make it a point to dedicate time to pause, recharge and get to know each other better.
- Recreation Time: From virtual game nights to fitness sessions, there's always time for a little fun on the calendars.
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Vijay Tella
(CEO)Spent 15 years as an Engineer at Teknekron and TIBCO, before joining Oracle as CSO. They also served as CEO at Qik, and VP at Skype.
Gautham Viswanathan
(CPO)Spent 12 years at TIBCO Software, before leaving their Corporate Development role to found Blink Interactive. Also served as the CEO of iProfile.
Harish Shetty
(Head of Engineering)Previously held leadership roles in engineering at TIBCO, Blink, and iProfile.
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