Senior Analyst, FP&A
Talkdesk2 · Lisbon, Lisboa
Sobre a função
We are looking to bring on a Sr. Analyst, FP&A for this role. This individual will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.
Duties and Responsibilities:
- Support the annual budget, quarterly forecast and long-term strategic planning processes for our Sales and Marketing business unit
- Own end-to-end tracking of Sales and Marketing software spend by partnering with IT, Procurement and business teams
- Lead monthly accrual process for Sales and Marketing and other operating expenses by partnering with Accounting to ensure accurate and timely expense recognition in accordance with GAAP
- 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 Sales and Marketing 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
Qualifications:
- 3+ years of relevant finance experience preferred; SaaS experience strongly preferred
- Curious mindset - Passion to understand data models and how data flows as this is critical in identifying process improvements and creating scale within FP&A
- Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders, especially managing upwards; actively identify blind spots and opportunities to Finance Sr. Manager/ DirectorAdaptive insights
- Identify self-training needs
- Experience with headcount reconciliation – Personnel, To-Be-Hired and Term Headcount
- Knowledge of Sales/Marketing and applicable key metrics – eg, ARR, MRR, pipeline, conversion/win rates, CAC, LTV
- Strong financial and operational planning skills
- 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
Talkdesk is pioneering a new era of Customer Experience Automation (CXA), redefining how the world’s most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, Talkdeskers are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join us as we shape the future of customer experience automation!
Work Environment and Physical Requirements:
Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution, and we firmly believe that the best path to success for our mission is inclusivity, diversity, and genuine acceptance. To that end, we will hire, promote, work along, cheer for, bond with, and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity, indigenous heritage, national origin, religion, gender, gender identity, gender expression, sexual orientation, age, disability, marital status, veteran status, genetic information, or any other legally protected status.