Financial Analyst

About this role

Job Title: Financial Analyst

Location: United State, REMOTE

Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building the industry’s first Predictive Revenue System , enabling humans and AI to work together to make smarter decisions and drive consistent growth.

With thousands of customers using our platforms every day, we have an unmatched view into how revenue is actually won — the Revenue Context that reveals what happens, when, and with what outcome. This gives us a unique opportunity to transform an entire category and set a new benchmark for how modern revenue teams operate.

Join us to help transform how companies around the world run revenue — and build the platform that will guide leading revenue teams into the future.

At Salesloft, our Financial Analyst will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Finance team and will be a critical member of a team that will help scale the company by building and fostering key business partnerships across the organization.

On a day-to-day basis, you will be a true business partner and go-to person for all analytical support, thinking and going beyond budget variances and expense management to help the business achieve operational goals and strategy. Specifically, you will:

• Contribute to the creation of a detailed operating plan and long-term corporate financial model and will track ongoing changes to the business in the rolling forecast, which sits in Adaptive Insights as our main FP&A forecasting tool

• Prepare monthly and quarterly management reporting - analyzing financial results, understanding key trends, assessing current and future business risk, and communicating/presenting key messages to senior management

• Perform ad-hoc business case and scenario analysis to support strategic initiatives

• Collaborate across various teams to assess unit-level economics and key business KPIs for go-to-market teams and the entire company

• Support the accounting team in the month end close process, assisting with variance analysis as needed

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to be a team player, able to work across different departments and different management levels, and focused on solving business and financial challenges. You will have an opportunity to make a difference.

WHAT WE’RE LOOKING FOR:

We are seeking an individual who is customer-centric and passionate about making a difference in your role. You will be a self-starter, self-motivated, able to think independently and at the same time want to continue to learn and develop your skill set. You will be a thinker and a problem solver with an eye for process improvement.

If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Financial Analyst is the career path for you!

THE TEAM:

Our Salesloft’s Finance team is comprised of seasoned and up-and-coming finance professionals.

The Finance team consists of professionals who are customer-centric and passionate about making a difference in their role. You will be a self-starter, self-motivated, able to think independently and at the same time want to continue to learn and develop your skill set. You will be a team player, able to work across different departments and different management levels, and focused on solving business and financial challenges.

THE SKILL SET:

• 2 to 3 years of FP&A or Sales Operations experience

• Tech savviness and the ability to learn new systems quickly

• Strong communication, interpersonal and presentation skills to interact with various levels of executive management

• Positive attitude with high level of eagerness and aptitude to learn new technology and practices

• Experience in high growth companies and comfortable working on a fast-paced team with changing priorities

• Independent/flexible problem-solver with the ability to adapt as the business grows

• Advanced Microsoft Excel/Googlesheets skills required; experience with Adaptive Insights a plus

WITHIN ONE MONTH, YOU’LL:

• Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique

• Begin 1:1’s with your manager, understand your 30-60-90 plan, meet & shadow current members of the Salesloft team, and delve into your group(s)

• Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them

• Meet key partners in the broader Finance team, Business partners, Operations, etc. - they will be key relationships for you

• Be introduced to our financial statements, systems (especially Adaptive), processes, and data

WITHIN THREE MONTHS, YOU’LL:

• Deepen understanding of the company’s financial processes, including budgeting, forecasting, variance analysis, and reporting

• Become proficient in using al systems, especially Adaptive

• Begin collaborating directly with business partners to understand their budget, forecast, and assumptions behind them to assist in the next forecast

• Drive the month end close reporting and variance analysis for your group(s)

• Develop relationships with all relevant stakeholders to provide analytical support for strategic and operational decision-making

WITHIN SIX MONTHS, YOU’LL:

• Become the direct FP&A business partner and point of contact for your group(s) to act as a trusted advisor, providing financial guidance and support

• Take ownership of budgeting and forecasting your respective group(s) with a focus on increased forecast accuracy and continual process improvement

• Own the monthly financial reporting to your respective group(s), including ELT member

WITHIN TWELVE MONTHS, YOU’LL:

• Own the budget and long-range planning for your group(s)

• Cont

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