Senior Financial Analyst, Sales & Marketing

Category: Finance Location: Foster City Job ID: 18819 Date Posted: November 13th, 2019

Senior Financial Analyst, Sales & Marketing




 This position will have exposure to executive staff while providing direct support to the Sales and Marketing leadership.  We expect the analyst to grow with Conversica leading to leadership roles within the finance.



  • Finance business partner to Sales and Marketing including budgeting, forecasting and expense management
  • Responsible for monthly reporting on sales efficiency, bookings, funnel and customer metrics and explaining the what drove the results
  • Partnering with the Sales and Marketing to improve customer conversion and retention rates
  • Partner with executives to improve efficiency of expenses and drive revenue growth
  • Develop and deliver monthly operational dashboards tracking key performance indicators (KPI)
  • System administrator for applications owned by FP&A including Alteryx and Anaplan
  • Provide recommendations on process improvement and report automation
  • Perform ad hoc requests as needed



  • Curiosity to learn, driven to win, humble to help
  • 4-5 years prior experience in FP&A or similar role within a fast-paced company, prior SaaS experience a plus
  • Advance excel skills including modelling required, VBA and SQL experience preferred
  • Experience doing predictive analytics preferred
  • Prior experience using Salesforce highly preferred
  • Prior experience using Adaptive Planning, Anaplan, Hyperion or Alteryx preferred
  • Bachelors degree required, preferably in economics or statistics, MBA preferred
  • Bachelor's Degree in Business Administration, Economics, Finance, Accounting, or related field.
  • CPA (preferred).




  • Competitive pay and Pre-IPO stock options
  • 401K Match
  • Work from home options
  • Catered lunches
  • Flexible vacation policy

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