Senior Financial Analyst

We’re looking for a Senior Financial Analyst to join our FP&A team. Reporting to the Senior Finance Manager, this role will help level up our business reporting, play a major role in financial planning and analysis, and support key decision makers at the company. For this newly created role, we’re looking for a self-starter to create new reporting and forecasting solutions for the Finance team and our business partners across the organization.

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Some things you'll do

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• Support monthly and quarterly reporting and forecasting, annual financial planning, and long-range planning
• Build and maintain custom reports/dashboards by department, identify budget variances, and suggest appropriate actions as needed
• Help prepare materials for Board of Directors meetings and reporting for company leadership
• Partner with Accounting team to support month-end close
• Streamline manual financial reporting processes, and create new dashboards that provide greater insights on business trends
• Provide ad hoc financial analysis to support decision making across the organization
• Identify and execute on opportunities for reporting enhancements and process improvements

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About you

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• Analytical mindset with a penchant for problem solving and working with large amounts of data
• Bias for action, high attention to detail, and ability to work independently as well as collaborate within a team
• Enterprise SaaS experience, and experience working in fast-paced, scaling organizations are a plus
• Investment banking, consulting experience, or corporate FP&A experience preferred

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What we're looking for

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• 4+ years of experience
• Experience building and maintaining complex financial models, and producing management-level reporting
• Strong working knowledge of financial planning tools (Adaptive, Mosaic, Anaplan, etc.), and experience with data analytics and visualization platforms (Sigma, Looker, etc.)
• Advanced skills with Google and Microsoft Suite (Excel / Google Sheets, PowerPoint, etc.)

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About Customer.io

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Our mission at Customer.io is to power automated communication that people like to receive. Today over 7,600 internet businesses use Customer.io to manage, send, and track the performance of emails, SMS, push notifications, and in-app messages. Unlike typical marketing platforms, Customer.io helps businesses increase relevance by using behavioral data: what people do or don’t do when logged in to a web or mobile app.

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We are offering a starting salary of $135,000 USD (or equivalent in local currency) depending on experience and subject to market rate adjustment.

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Benefits at Customer.io include:

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• Unlimited PTO - we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
• 16 weeks paid parental leave (including adoption and foster care)
• 100% paid insurance premiums for you and your dependents
• 401k retirement matching - up to 5% dollar-for-dollar match to retirement contributions
• $1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
• $250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
• $300/month co-working space rental reimbursement
• $2,000/yearly professional education budget for conferences, courses, workshops, books, etc.
• $1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work!
• One month sabbatical after five years at Customer.io
• We also have opportunities to meet in person with your peers throughout the year

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All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.

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Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

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Join us!

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Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!

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How to apply

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Apply at the link below and tell us why you're interested in the position! We plan to respond to all applicants with a status update about your application.

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Here's what you can expect from our hiring process:

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1. 30-minute video call with a Recruiter
2. 60-minute video call with the Hiring Manager
3. Take Home Assignment
4. Assignment Review Call with two potential team members
5. Final Interview

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