Sr Analyst, Financial Planning and Analysis -Professional Services and Partner Support

Elastic is the Search AI Company, enabling everyone to find the answers they need in real time using all their data. They are looking for a Senior Analyst in Financial Planning and Analysis to join their finance team, focusing on managing and forecasting professional services and sales partner organizations while collaborating with various teams to drive budgeting and KPIs.

Responsibilities:

• Play an integral role in managing/forecasting our professional services and sales partner organizations. Drive appropriate behavior within the organizations around planning, budgeting, and forecasting in a global environment
• Collaborate and drive the budgeting process ensuring realistic alignment on aggressive growth plans with a focus on execution and achievable objectives
• Partner with sales, services, sales operations and finance teams creating and managing short and long term KPIs, forecasts, and business/Go To Market models
• You will be responsible for the planning and forecasting of our professional services and sales partner organizations’ resources and non-compensation expenses
• Responsibilities include but are not limited to sizing and forecasting our partner programs such as our rebate programs, capacity planning for our professional services teams including our subcontractor usage, and modelling and forecasting our professional services revenue
• Experience managing a business from a complete P&L perspective creating processes that ensure forecast accuracy
• Contribute to the monthly close process, including reviewing accruals, reconciling actuals vs forecast for revenue, spend and headcount, and presenting findings to senior leadership

Requirements:

• Experience managing a business from a complete P&L perspective creating processes that ensure forecast accuracy
• Contribute to the monthly close process, including reviewing accruals, reconciling actuals vs forecast for revenue, spend and headcount, and presenting findings to senior leadership
• Play an integral role in managing/forecasting our professional services and sales partner organizations. Drive appropriate behavior within the organizations around planning, budgeting, and forecasting in a global environment
• Collaborate and drive the budgeting process ensuring realistic alignment on aggressive growth plans with a focus on execution and achievable objectives
• Partner with sales, services, sales operations and finance teams creating and managing short and long term KPIs, forecasts, and business/Go To Market models
• You will be responsible for the planning and forecasting of our professional services and sales partner organizations' resources and non-compensation expenses
• Responsibilities include but are not limited to sizing and forecasting our partner programs such as our rebate programs, capacity planning for our professional services teams including our subcontractor usage, and modelling and forecasting our professional services revenue
• 5 to 7+ years of similar FP&A experience with a Bachelor's degree in finance, accounting, or related field. MBA or advanced degree a plus
• Demonstrates initiative and creativity in problem solving and approaches to work
• Proven experience supporting professional services and sales partner organizations
• Meticulous attention-to-detail combined with an inquisitive and analytical mindset
• Understanding of models and concepts, such as how partner rebate programs work, how professional services capacity planning works, what drives professional services revenue, how commission structures are managed, etc
• The ability to translate sophisticated data into practical insights
• Have a strong eye for business and critical thinking with a focus on driving financial performance and optimizing resources
• Excellent communication and presentation skills that is effective communicating financial information to both financial and non-financial partners
• Experience using software tools such as Tableau, Salesforce, NetSuite, Pigment, BigQuery, and other business intelligence platforms and, of course, the command of AI usage to increase productivity and gain efficiencies
• Strong work ethic who is willing to work both autonomously and collaboratively and thrives in a fast-paced, dynamic environment