Financial Analyst – CSD Programs

Company Overview

At SailPoint, we do things differently. We understand that a fun-loving work environment can be highly motivating and productive. When smart people work on intriguing problems, and they enjoy coming to work each day, they accomplish great things together. With that philosophy, we’ve assembled the best identity team in the world that is passionate about the power of identity.

As the fastest-growing, independent identity and access management (IAM) provider, SailPoint helps hundreds of global organizations securely and effectively deliver and manage user access from any device to data and applications residing in the data center, on mobile devices, and in the cloud. The company’s innovative product portfolio offers customers an integrated set of core services including identity governance, provisioning, and access management delivered on-premises or from the cloud (IAM-as-a-service).

Position Overview

We are looking for a Financial Analyst with strong business acumen, a passion for business process, metrics, and the ability to constantly deliver data-driven improvements in a fast-moving environment. You must have analytical skills and strategic thinking to help drive our business forward. A successful individual must be customer-focused, business-savvy, resourceful, and can deal with ambiguity while operating at scale. You will research and analyze financial information as well as provide data-driven support to management for decision-making. This is a global role that will support multiple international stakeholders and reports into the CSD Programs organization.

Responsibilities

• Act as a trusted advisor to our Area Vice Presidents in the Customer Success Management and Customer Experience environments regarding financial metrics needs (customer contract renewals, customer retention, recurring revenue, etc.).
• Work closely with the Centralized Operations team in Revenue Operations.
• Engage with Customer Success Management leadership to create processes and workflows across the renewal lifecycle.
• Analyze financial results by comparing plans/forecast with actuals.
• Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
• Drive the monthly, quarterly, annual financial planning process for Customer Success Management and Experience.
• Prepare financial reports, charts, tables, and other exhibits as requested.
• Develop and track benchmarking metrics to identify emerging risks and opportunities.
• Increase productivity by developing automated applications; eliminating duplications; coordinating information requirements.

Skills and Qualifications

• Experience: 8+ Years Experience in Finance, Audit, or Business Process.
• Education: BS in Finance or Accounting.
• Project Management: Excellent project management skills, including gathering requirements, documenting use cases, managing expectations, and meeting delivery deadlines.
• Technical Skills:
  • Must have strong Microsoft Excel skills.
  • Financial modeling expertise.
  • Generate reporting that will allow CSD Leaders to provide insights on areas the business can improve on.
  • Knowledge of Salesforce/CPQ is required.
  • Knowledge of Tableau & Gainsight is a plus.
• Business Acumen:
  • Deep experience with customer success business processes and data strategy.
  • Keen insights in data management to build effective, focused reports and dashboards that tell a story.
• Communication & Interpersonal Skills:
  • Clear communicator with excellent written, verbal, and listening skills.
  • Natural ability to build relationships effectively across global teams.
  • Confidence in advocating for best practices.
• Problem-Solving:
  • Excellent critical thinking skills with the ability to break down ambiguous problems into concrete, manageable components, think through optimal solutions, and communicate clearly to stakeholders.
  • Independent worker and analytical thinker with the ability to conduct research, data analysis, and resolve complex problems.
  • Ability to understand the business and collect/report data that is both accurate.

Employment Type

Full time

Location Type

[Information not provided]

Salary

[Information not provided]