Senior Financial Analyst

Outreach, founded in 2014, is an agentic AI platform for revenue teams. The Financial Planning & Analysis (FP&A) team partners with leaders across Outreach to provide financial insights and strategic guidance. The Senior Financial Analyst helps Outreach make sharper decisions about where to invest and how to manage the business. As part of the Corporate FP&A team, the role owns forecasting, consolidation, and reporting processes that give leadership a clear view of company performance, cash flow, and future growth. The role partners closely with Accounting, is highly visible with exposure to senior leadership and Board reporting, and requires strong financial modeling skills, attention to detail, intellectual curiosity, and a collaborative approach.

Responsibilities

Corporate forecasting & consolidations: Coordinate and consolidate company-wide forecasts, budgets, and long-range plans to provide leadership with a comprehensive view of business performance; Cash flow planning: Own key cash forecasting processes, including Direct and Indirect Cash Flow, Collections, Operating Cash Flow, and Free Cash Flow forecasting; Accounting partnership: Partner closely with Accounting during monthly and quarterly close cycles to understand results, review accruals, ensure forecast alignment, and improve financial accuracy; Forecast accuracy: Identify forecast risks and opportunities, analyze variances, and recommend improvements to forecasting methodologies and planning processes; Reporting & analytics: Prepare monthly financial reporting packages, budget-to-actual analyses, and management reporting that highlight key business drivers and actionable insights; Executive & Board support: Contribute to Board of Directors materials, executive presentations, and strategic analyses that support decision-making across the company; Model ownership: Own and enhance critical Corporate FP&A models, including stock-based compensation, share count, capital expenditures, cash flow forecasting, collections, and long-range planning models; Process improvement: Help scale Finance by improving planning, forecasting, consolidation, and reporting processes while increasing automation and model efficiency; Cross-functional partnership: Work closely with Accounting, People, IT, Legal, and other business leaders to support planning, resource allocation, and strategic initiatives

Requirements

3 to 5 years of financial analysis experience; Proven experience building financial models and performing business analysis, with strong analytical and problem-solving skills; Curious about how AI can make you sharper and faster, quick to pick up new tools and apply them to analysis, reporting, and repetitive work; Advanced Excel skills, including complex formulas, pivot tables, and model building, with working proficiency in PowerPoint and Word; Excellent communication skills, written and verbal, including the ability to explain financial results clearly to partners outside of Finance; Ability to bring structure to ambiguity; A high level of discretion, given regular exposure to confidential compensation and headcount data; BA/BS degree in finance or accounting, or in a highly analytical field such as engineering, mathematics, or computer science, or equivalent practical experience

Nice to have

Experience with Anaplan or another financial planning tool; Experience in SaaS or at a publicly traded company

Benefits

Flexible time off; 401k to help you save for the future; Generous medical, dental, and vision coverage for full-time employees and their dependents; Parental leave program that includes options for a paid night nurse and a gradual return to work; Infertility/assisted reproductive services benefit; Employee referral bonuses; Snacks and beverages in the Office, along with fun events; Diversity and inclusion programs and employee resource groups