Financial Analyst

Posted:
12/9/2024, 11:36:38 AM

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Workplace Type:
Hybrid

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. 

We are actively looking for a Financial Analyst to join our FP&A group.  The ideal candidate is well-rounded with experience in corporate FP&A, budgeting and financial modeling. 

Responsibilities:  

The Financial Analyst will provide key business support to various business partners and organizations within the company and the range of responsibilities includes:

  • Assist in the preparation of budgets and forecasts
  • Build and maintain top and bottom-line financial forecasts, report on key metrics, and create ad hoc queries and financial models
  • Partner with business units to analyze and identify key drivers of risks and opportunities to help maintain an accurate read on quarterly forecasts
  • Prepare monthly / quarterly budget vs. actual variance analysis
  • Monitor key trends / assumptions on headcount, capital expenditures, and operating expenses
  • Work closely with the Accounting team in monthly close processes to ensure timeliness and accuracy of entries
  • Leverage Five9 financial systems to automate and scale current processes and reports
  • Participate in new FP&A initiatives, including ad hoc analysis and process improvement

Requirements:

  • Bachelor’s degree in Finance or Accounting required
  • 3+ years of corporate financial planning and analysis experience or relevant experience in investment banking/private equity
  • SaaS experience a plus
  • High analytical acumen and financial modeling skills
  • Exceptional attention to detail
  • Experience with planning systems such as Adaptive Insights / Host Analytics / Oracle
  • Advanced Excel skills required
  • Basic SQL database knowledge a plus

Attributes:

  • Detail oriented and systematic with a high level of accuracy
  • Strong business partnering skills and ability to adapt to a dynamic fast-paced environment
  • Excellent verbal and written communication skills including ability to develop and deliver presentations with all levels of management
  • A team player with ability to multi-task and prioritize in a fast-paced and dynamic work environment.

 

This role is hybrid. 3 days a week (M, W, TH) in San Ramon office is required.

Work Location: This role is hybrid. 3 days a week (M, W, TH) in our San Ramon office is required.



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.
$69,000$129,300 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.