Support the annual budget, quarterly forecast and long-term strategic planning processes
Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
Prepare monthly and quarterly management reporting
analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
Support executive management by providing timely ad hoc reporting on critical issues
Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

5+ years of relevant finance experience preferred, SaaS experience strongly preferred
Adaptive insights model building experience
Strong financial and operational planning skills
Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
Excellent communication skills (written and verbal) with experience developing and delivering presentations
Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
Ability to multitask effectively, working in team environments or independently
Four year university degree in finance, economics or accounting required, MBA a plus
Experience with financial systems
NetSuite, Zuora, Salesforce, etc. is a plus

Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).
401(k) plan
Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.
Talkdesk offers 14 paid holidays each year.
Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

FP&A Manager

Key skills