CX FP&a Manager
| Company | Dialpad |
|---|---|
| Location | Austin, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Accounting or Finance
- At least 8 years of combined accounting and FP&A experience; experience supporting CX or PS organizations strongly preferred; SaaS experience strongly preferred
- Proficiency in working in Google Workspace, and advanced skills in Google Sheets or Excel
- Strong modeling background, including financial analysis and monthly reporting
- Strong data analysis skills; preferably with SQL competency
Responsibilities
- Financial modeling, including budgeting, reporting, what-if scenarios
- Lead annual budgeting activities for the CX and PS teams including compensation planning
- Conduct monthly budget reviews with Senior CX Leadership
- Partner with all levels of management to gather, summarize and prepare recommendations regarding financial plans, trended future requirements and operating forecasts
- Present data in cohesive reports that provide clear communication
- Conduct and prepare special studies to analyze complex financial actions and prepare recommendations
- Analyze financial information to determine present and future financial performance
- Build and maintain a post-sales capacity and revenue model to guide hiring demands and ROI
- Assist with other projects as needed
Preferred Qualifications
- Experience supporting CX or PS organizations strongly preferred
- SaaS experience strongly preferred