Senior Analyst - Strategic Finance

Posted 5 Days Ago
Hiring Remotely in United States
Remote
94K-146K Annually
Mid level
Cloud • Software
The Role
The Senior Analyst will develop financial projections, track KPIs, deliver financial analyses and recommendations, lead investor relations, and execute capital raising transactions. This role requires analytical skills to distill complex data into actionable insights while working with various business lines to drive strategic finance initiatives.
Summary Generated by Built In

Join us in bringing joy to customer experience.  Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.   

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. 

Five9 is an industry-leading provider of cloud contact center solutions, bringing the power of cloud innovation to more than 3,000+ customers worldwide and facilitating billions of customer engagements annually. The Five9 Intelligent Cloud Contact Center provides digital engagement, analytics, workflow automation, workforce optimization and practical AI to help customers reimagine their customer experience. Designed to be reliable, secure, compliant and scalable, the Five9 platform increases agent and supervisor productivity, connects the contact center to the business and ultimately helps to deliver tangible results including increased revenue and enhanced customer trust and loyalty.

We are actively searching for an experienced Senior Analyst to join Five9’s Strategic Finance function. In this role, you will work with a lean team to develop top and bottom-line financial projections, track key performance indicators, deliver ad hoc financial analyses, present critical recommendations to key stakeholders, lead investor relations internally and execute capital raising transactions. This highly visible position is a fantastic opportunity to drive company-wide strategic initiatives, partner cross-functionally with other line-of-businesses and interact frequently with senior leaders, including Five9’s executive team.

The ideal candidate takes ownership of their work, is deeply analytical, can succeed with a large degree of autonomy, thrives in a fast-paced environment and communicates exceptionally well.

Responsibilities:

  • Build and maintain top and bottom-line financial forecasts, reporting of key metrics and ad hoc financial models
  • Create deeply thoughtful analyses and presentations to communicate strategic recommendations to senior leadership
  • Distill huge amounts of data into actionable insights and trends, updating management regularly on the health of the business
  • Design, implement and track important financial and operating metrics, benchmarking performance against strategic goals
  • Prepare materials for key stakeholders, including Five9’s executive team, Board of Directors and investors
  • Partner cross-functionally with every line-of-business, including cloud ops, product, sales, marketing, professional services and customer support
  • Execute on capital raising transactions from inception to close
  • Drive finance-wide initiatives, including process improvement and automation

 

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, Accounting or a highly analytical field (i.e. Engineering, Math)
  • 2-4 years of relevant experience in investment banking, consulting, private equity, investing or FP&A/strategic finance (SaaS experience a plus)
  • Background in Investment Banking highly preferred
  • Advanced proficiency in Excel and PowerPoint (GCP, BigQuery, & SQL experience a plus)
  • Exceedingly strong analytical acumen and financial modeling capabilities
  • Detail-oriented and systematic approach resulting in high levels of accuracy
  • High level of integrity, professionalism, motivation and attention to detail
  • Ability to succeed with substantial autonomy, pro-activity and self-starter mentality
  • Exceptional communication skills with experience presenting to executives
  • Strong organization skills, including ability to manage multiple projects / competing priorities under tight deadlines in parallel

Work Location: This role is fully remote for candidates who reside outside the 50 mile radius of our San Ramon office.  For candidates who reside within 50 miles of our San Ramon location, this role is Hybrid and would require 3 days a week (M, W, TH) in our San Ramon office. 

As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process.  Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process.

 

Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans.

 

Our total reward package also includes:

  • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching.
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents.
  • Generous employee stock purchase plan.
  • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave.

All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.

The US base salary range for this role is below.

$93,600$146,000 USD

Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better we are. Five9 is an equal opportunity employer. 

Our headquarters are located in the San Francisco Bay Area with global hubs in the United Kingdom, Germany, Philippines, Portugal, and Australia. 

View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.  

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Top Skills

Excel
SQL
The Company
HQ: San Ramon, California
2,427 Employees
On-site Workplace
Year Founded: 2001

What We Do

Five9 is an industry-leading provider of cloud contact center solutions, bringing the power of cloud innovation to more than 2,000 customers worldwide and facilitating billions of customer engagements annually. The Five9 Intelligent Cloud Contact Center provides digital engagement, analytics, workflow automation, workforce optimization, and practical AI to help customers reimagine their customer experience. Designed to be reliable, secure, compliant, and scalable, the Five9 platform helps increase agent and supervisor productivity, connects the contact center to the business, and ultimately deliver tangible business results including increased revenue and enhanced customer trust and loyalty

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