Staff Financial Analyst, Customer Success

$117,600 - $231,220/Yr

Proofpoint - Sunnyvale, CA

Full-time - Mid Level

Sunnyvale, CA

Administrative and Support Services

About the position

The Staff Financial Analyst for Customer Success at Proofpoint plays a crucial role in supporting the Worldwide Customer Success organization by providing strategic financial analysis and insights. This position is responsible for optimizing financial performance, facilitating core planning processes, and collaborating with business leadership to drive decision-making. The analyst will lead the development of financial models, analyze key metrics, and prepare comprehensive financial reports for senior management.

Responsibilities

• Lead the development and maintenance of financial models, forecasts, and budgets for the Customer Success and Professional Services organizations.
• Analyze key financial and operational metrics such as utilization, capacity, and demand to identify trends, opportunities, and risks, and provide actionable recommendations to management.
• Collaborate closely with cross-functional teams, including Support, Managed Services, Operations, and Finance, to ensure alignment of financial goals with business objectives.
• Prepare comprehensive monthly, quarterly, and annual financial reports and presentations for senior management, highlighting performance against targets and key metrics.
• Drive the annual budgeting and quarterly forecasting processes, including gathering input from stakeholders, analyzing trends, and presenting financial projections.
• Conduct ad hoc financial analysis and special projects as needed to support strategic initiatives and continuous improvement efforts within the organization.

Requirements

• Proven experience as a Finance Partner supporting Customer Success & Professional Services, working collaboratively with functional leaders to support the achievement of their operational and functional goals.
• Experience working directly in an FP&A environment modeling headcount and expenses.
• Experience with a financial planning tool, ERP, and CRM required.
• Experience with Adaptive Planning, Salesforce.com a plus.
• Sound understanding of accounting theory and practice (e.g., basic revenue recognition rules, company capitalization policies, and proper expense timing).
• Rock Star mastery of Excel, Power BI, and PowerPoint.
• Excellent communication skills with all levels of an organization.
• Ability to develop and maintain complex financial models.
• Ability to question the output of a financial model and consider options for improvement.
• Capability at effectively managing time, prioritizing tasks, and working within deadlines.
• Team player approach with strong organizational and interpersonal skills.
• Education that serves as a foundation for your experience in Finance, such as a BA/BS degree in finance or accounting with 5+ years of financial analysis experience.

Nice-to-haves

• Experience with Adaptive Planning and Salesforce.com.

Benefits

• Flexible time off
• Robust well-being program providing 4 global wellbeing days per year
• 3-week work from anywhere option