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Financial Analyst - CSD Programs

Financial Analyst - CSD Programs

Sailpoint Technologies

8 - 13 years

14 - 19 Lacs

Pune

Posted:22 hours ago| Platform:

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Skills Required

Business process Data analysis Data management CSD Analytical Financial planning Customer retention Financial Analyst Auditing Salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Financial Analyst - CSD Programs

At SailPoint, we do things differently. We understand that a fun-loving work environment can be highly motivating and productive. When smart people work on intriguing problems, and they enjoy coming to work each day, they accomplish great things together. With that philosophy, we ve assembled the best identity team in the world that is passionate about the power of identity.

As the fastest-growing, independent identity and access management (IAM) provider, SailPoint helps hundreds of global organizations securely and effectively deliver and manage user access from any device to data and applications residing in the data center, on mobile devices, and in the cloud. The company s innovative product portfolio offers customers an integrated set of core services including identity governance, provisioning, and access management delivered on-premises or from the cloud (IAM-as-a-service).

We are looking for a Financial Analyst with strong business acumen, a passion for business process, metrics, and the ability to constantly deliver data-driven improvements in a fast-moving environment. You must have analytical skills and strategic thinking to help drive our business forward. A successful individual must be customer focused, business savvy, resourceful, and can deal with ambiguity while operating at scale. You will research and analyze financial information as well as provide data-driven support to management for decision making. This is a global role that will support multiple international stakeholders and reports into the CSD Programs organization.

Job Duties

Act as a trusted advisor to our Area Vice Presidents in the Customer Success Management and Customer Experience environments regarding financial metrics needs (customer contract renewals, customer retention, recurring revenue, etc.)
Work closely with the Centralized Operations team in Revenue Operations.
Engage with Customer Success Management leadership to create processes and workflows across the renewal lifecycle.

Analyze financial results by comparing plans/forecast with actuals

Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations

Drive the monthly, quarterly, annual financial planning process for Customer Success Management and Experience

Prepare financial reports, charts, tables and other exhibits as requested

Develop and track benchmarking metrics to identify emerging risks and opportunities
Increase productivity by developing automated applications; eliminating duplications; coordinating information requirements

Skills/Qualifications

8+ Years Experience in Finance, Audit or Business Process

BS in Finance or Accounting
Excellent project management skills, including gathering requirements, documenting use cases, managing expectations, and meeting delivery deadlines

Must have strong Microsoft Excel skills

Financial modeling expertise
Generate reporting that will allow CSD Leaders to provide insights on areas the business can improve on.
Deep experience with customer success business processes and data strategy
Clear communicator with excellent written, verbal, and listening skills
Natural ability to build relationships effectively across global teams
Confidence in advocating for best practices
Excellent critical thinking skills with ability to break down ambiguous problems into concrete, manageable components, think through optimal solutions, and communicate clearly to stakeholders
Keen insights in data management to build effective, focused reports and dashboards that tell a story
Knowledge of Salesforce/CPQ is required
Knowledge of Tableau, & Gainsight is a plus

Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems

Ability to understand the business and collect/report data that is both accurate and meaningful to the business & leadership teams

Excellent written and verbal communication skills

Strong work ethic with a positive, can-do attitude

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Sailpoint Technologies

Software / Identity Governance

Austin

1001-5000 Employees

18 Jobs

Key People

Mark McClain

Co-Founder & CEO
Michael D. McCabe

Chief Financial Officer
SailPoint Technologies

General Manager
Marla D. B. C. Quattrone

Chief Customer Officer
M. B.

General Counsel

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Financial Analyst - CSD Programs