Manager, Financial Analysis & Strategy

Posted Yesterday
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Wisconsin
121K-181K Annually
Senior level
Software
Zendesk is a service-first CRM company that builds software designed to improve customer relationships.
The Role
The Manager of Finance & Strategy will partner with leadership to develop financial strategies, provide decision support for acquisitions, conduct financial analysis and reporting, ensure deal integration, and improve processes. They will also manage a finance team and foster professional growth.
Summary Generated by Built In

Job Description

Position Overview:

We are looking for a dynamic and experienced Manager of Finance & Strategy (F&S) to act as a strategic partner to our General Manager for acquired companies, Corporate Development (M&A), and CEO. This role will provide critical decision support through the delivery of accurate financial and non-financial information, enabling effective day-to-day operational decisions and guiding large-scale strategic shifts. The ideal candidate will possess a strong analytical mindset, exceptional communication skills, and a proven track record in corporate finance, FP&A, or a related field.

Key Responsibilities:

Strategic Partnership to Zendesk leadership  team:

  • Develop and implement financial strategies that support the company's overall business objectives, with a focus on deal success and integration.

  • Provide decision support and act as a thought partner to the acquisition lead, delivering accurate analyses and insights for business decisions.

  • Collaborate with functional leads and finance partners to align on P&L forecasts, strategic initiatives, and integration decisions.

Deal Integration:

  • Operates as Finance M&A lead working closely with operational teams to ensure seamless integration of acquired entities, aligning financial reporting, budgeting, and forecasting processes.

  • Work to build efficient repeatable processes for acquisition integration within the finance organization and cross functionally. 

Financial Analysis and Reporting:

  • Conduct ongoing and ad hoc analyses, synthesizing complex data into actionable insights to drive P&L delivery and synergy opportunities. 

  • Deliver timely and accurate reporting on key financial and operational metrics, maintaining a focus on emerging trends and return on investment.

  • Drive consolidated management reporting for all acquired companies providing insights to all levels of management.

  • Identify financial risks associated with deals and their integrations. Lead development of mitigation strategies to safeguard the company’s interests.

  • Ensure compliance with financial regulations and company policies throughout the deal lifecycle.

Process Improvement and Collaboration:

  • Elevate forecasting accuracy and efficiency by establishing best practices and processes within the F&S team.

  • Support the hand-off of processes to the Finance Center of Excellence, ensuring a smooth transition and ongoing efficiency.

Team Leadership:

  • Manage and develop a team of finance professionals, fostering a culture of continuous improvement and professional growth.

Qualifications:

  • Bachelor’s degree in Business, Finance, or Accounting; MBA or CPA preferred.

  • Minimum of 6+ years of related experience in corporate finance, FP&A, investment banking, or a related field, with a focus on technology or SaaS industries.

  • Proven experience in building scalable financial models and proficiency in financial planning systems (Adaptive is a plus).

  • Strong analytical aptitude, attention to detail, and problem-solving skills, with the ability to operate at both strategic and tactical levels.

  • Exceptional communication skills, with the ability to simplify complex messages for senior executives and establish collaborative relationships.

  • Demonstrated ability to manage and develop high-performing teams in a fast-paced, ambiguous environment.

  • Highly motivated self-starter with a positive attitude, comfortable with change, and capable of managing multiple priorities with minimal supervision

The US annualized base salary range for this position is $121,000.00-$181,000.00. This position may also be eligible for bonus, benefits, or related incentives. While this range reflects the minimum and maximum value for new hire salaries for the position across all US locations, the offer for the successful candidate for this position will be based on job related capabilities, applicable experience, and other factors such as work location. Please note that the compensation details listed in US role postings reflect the base salary only (or OTE for commissions based roles), and do not include bonus, benefits, or related incentives.

The intelligent heart of customer experience

Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.

Zendesk believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.

Zendesk is an equal opportunity employer, and we’re proud of our ongoing efforts to foster global diversity, equity, & inclusion in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please click here.

Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to [email protected] with your specific accommodation request.

Top Skills

Financial Planning
The Company
HQ: San Francisco, CA
6,277 Employees
Remote Workplace
Year Founded: 2007

What We Do

Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love. We advocate for digital first customer experiences— and we stick with it in our workplace. Over 5,000 employees worldwide are collaborating from kitchen tables, home offices, co-working spaces, and Zendesk workspaces to make one team.

Why Work With Us

We know one desk doesn’t fit all. At Zendesk, we prioritize remote work because we believe great work happens anywhere. Digital first is more than where we work though. We give our employees flexibility and choice in both where and how they work while also trusting them to be a team player.

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