WHO WE ARE

Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and Financial Management Cloud solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

This role is an exciting opportunity to join a fast-paced, fun, talented and growing FP&A organization as a Senior Financial Analyst and support Certinia’s product organization.

Reporting to the Senior Director of FP&A, this individual will challenge the status quo to drive insights and continuous improvement, be able to influence the decision-making process, be data and results-oriented, have outstanding communication and interpersonal skills, develop financial models, drive planning, analysis, coordination and consolidation of the corporate budget/forecast, analyze financial statements and reports, prepare projections and perform research and analysis as may be required by leadership.

A successful candidate will demonstrate strong analytical, organizational, and problem solving skills, as well as being able to present financial information and models in a concise and easily comprehensible manner.

WHAT YOU WILL DO IN THIS ROLE

• Continuously improve efficiency, accuracy, and scalability of financial planning and reporting via leveraging our financial planning software
• Proactively develop key financial analysis and insights to help enable the product organization to meet its monthly, quarterly, and annual targets, and strategic objectives
• Develop and refine key business metrics as well as reporting practices and processes in order to identify strengths, weaknesses and opportunities for improvement, while also evaluating possible alternatives and recommending appropriate actions
• Drive the budgeting and forecasting process, including understanding granular details involved in the accounting detail and applying that to inform forecasts
• Partner with the broader Finance & Accounting team on financial analytics, planning, and reporting activities with the intent of driving value and decision-making capabilities across the organization

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

• 4+ years of work experience, ideally with a mix of public accounting experience and a finance role at a high-growth technology or SaaS company
• Financial budgeting experience, including revenue, margin, OpEx, Capex, and headcount planning
• Proficient in Excel modeling and PowerPoint skills
• System-savvy: experience with mainstream ERP systems, Adaptive Planning, and business intelligence tools (e.g. Tableau)
• Highly skilled at aggregating and manipulating large data sets from multiple systems to derive insightful analysis and create financial models
• Experience in creating financial models that include the integration of multi-national entities
• Demonstrated ability to work cross-functionally across the organization, aggregating information from budget owners, and distributing financial guidance and reports
• Demonstrate strong problem-solving, quantitative, and analytical skills
• Must be a self-starter, intellectually curious, able to work independently, as well as work in a collaborative and fast-paced environment
• Excellent communication skills, both written and verbal
• Strong communication and interpersonal skills, collaborating effectively with all levels

WHAT ELSE WOULD BE GREAT

• BS in Finance, Economics, or Accounting
• Strong working knowledge of Generally Accepted Accounting Principles (GAAP)