Senior Financial Analyst, Medallia

• The role demands strong business partnership experience, expertise in variance analysis and monthly close processes, advanced Excel/modeling skills, and a deep understanding of SaaS metrics and GTM analytics
• The ideal candidate is detail-oriented, proactive, and skilled at translating complex financial analyses into clear, actionable insights to support Medallia’s growth as the leader in Experience Management
• 3+ years of Financial Planning and Analysis experience supporting Business Finance functions, with FP&A processes including monthly close, variance analysis, headcount reconciliation, and collaboration with Accounting teams
• Demonstrated experience with financial planning tools (e.g., Anaplan, Workday Adaptive Planning, Oracle, or similar platforms)
• Advanced proficiency in Excel/Google Sheets and experience building complex financial models
• Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field, or equivalent experience

Desirable

• Medallia is seeking a Senior Financial Analyst to join our Functional FP&A team, focusing on Go-to-Market (GTM) operations
• As the primary FP&A partner to our Sales, Marketing, and Customer Experience teams, you will drive strategic financial planning and analysis to fuel topline growth
• Key responsibilities include capacity and quota planning, long-range forecasting, performance analysis, and overseeing GTM headcount and vendor expenses
• You will collaborate with GTM executives to optimize costs and deliver actionable financial insights that shape growth strategies and resource allocation
• Partner with GTM leadership (Sales, Marketing, Customer Experience) to influence monthly planning and achieve departmental and company-wide goals
• Support capacity planning and quota setting processes, including sales rep productivity analysis, territory planning, and resource allocation modeling
• Develop and maintain long-range topline models integrating market trends, competitive dynamics, and growth strategies
• Collaborate with Sales and Marketing Operations to align financial forecasts with operational plans
• Manage the monthly close and forecast processes for GTM organizations, delivering detailed variance analysis and performance insights
• Lead monthly business reviews with executives, presenting actuals vs
• Forecasts with actionable insights and recommendations
• Oversee daily financial forecasting, including PR approvals, headcount planning, and real-time forecast accuracy
• Lead annual budget planning for GTM organizations, aligning with company strategic priorities
• Conduct ad-hoc analyses on GTM performance, including sales efficiency, customer acquisition costs, marketing ROI, and productivity metrics
• Analyze short-term performance trends, such as pipeline conversion, deal velocity, win rates, and quota attainment
• Deliver insights on risks and opportunities to guide investment decisions in sales efficiency, ARR growth, customer retention, and pricing optimization
• Support pricing and packaging analysis, including competitive benchmarking and profitability modeling
• Create executive dashboards and KPI reports to track GTM performance