Sr. Analyst - FP & A

Aiserajobs in Palo Alto, CA

What We Do: AI Service Management (AISM):

Aisera offers the world's first AI-driven service experience solution that automates operations and support for IT, Sales and customer service, making businesses and customers successful by offering consumer-like self-service resolutions to users. Aisera fast tracks the digital transformation journey with user and service behavioral intelligence that drives end-to-end automation of tasks, actions, and business processes. Aisera is a top-tier, VC-funded startup headquartered in Palo Alto, Calif., and a strategic partner with AWS, Microsoft Azure, Google Cloud, ServiceNow, and Salesforce.

In August 2022, Aisera secured $90M in Series D funding led by the Growth Equity business within Goldman Sachs Asset Management (Goldman Sachs) and Thoma Bravo. The oversubscribed round also includes participation from leading investors True Ventures, Menlo Ventures, Norwest Venture Partners, Icon Ventures, World Innovation Lab (WIL), Zoom Ventures, Khosla Ventures, First Round Capital, Maynard Webb (Webb Investment Network – WIN), Ram Shriram (Sherpalo Ventures), and Silicon Valley Bank.

Aisera has received numerous recognitions, including the following: Forbes AI50; CNBC Upstart 100 Top Startup; Gartner Cool Vendor; Red Herring Top 100 Global Innovator; CIO Innovation Startup Award; CIO Review Top ITSM Solution; Aragon Research Hot Vendor; TiE50 Startup Award; and Silicon Review 50 Most Admired Companies.

The Team:

We are a small but passionate team of 200+ based in the Bay Area. Aisera’s seasoned founding team has led companies through several prior successful startups and acquisitions. We give our employees a lot of responsibility and ownership of their work, and we hire people from a very wide range of backgrounds and experience. Our team members operate with a high degree of empathy for our customers and each other.

In this role:

You will be reporting to VP, Finance & Corporate Controller, and will work closely with business partners, and senior management to facilitate our rapid growth. You will also work with them to manage their budgets and forecasts, and report the actual vs. budget on regular basis. You will also facilitate communications across the organization, delivering insightful analyses and reports to internal and external parties, and work closely with our accounting team and sales finance team on the reporting granularity.

Responsibilities:

  • Working closely with the Sales Ops team to ensure accuracy in our data (ARR, funnel data, etc.) and to drive analysis that will impact our GTM efforts (e.g. funnel conversions, sales efficiency, net dollar retention, etc.)
  • Support build of reporting dashboards and KPIs to provide actionable insights to business partners across R&D, GTM and G&A
  • Enable the business to hit annual top line and bottom line target
  • Create the annual and quarterly budget for each department and consolidated level
  • Weekly / monthly report the operational dashboard and financial metrics to each department leader
  • Coordinate and prepare materials for executive review, including Board meetings
  • Monthly and quarterly close and forecasting activities; financial variance analyses from budget to actual, highlight risks & opportunities, headcount variances
  • Create customized reports in NetSuite to facilitate the budget to actual analysis from granular level to summary level
  • Leading ad hoc analysis to help evaluate new initiatives such as new business opportunities, strategic partnerships, pricing and packaging, etc.

Qualifications:

  • 5+ years of finance experience and a minimum of 2 years of FP&A experience in the tech industry, SaaS company experience preferred
  • Degree in finance or related field with sufficient finance experience
  • Experience working in a fast-paced environment similar to a high-tech start-up
  • A demonstrated history of solving multiple and complex finance models and route cause analysis
  • Strong interpersonal written and oral communication skills
  • Solid organizational skills along with an aptitude for information technology
  • Self-driven, keen to learn new things, and provide good suggestions upward for process improvement
  • Solid skills in FP&A analysis tool (e.g. Anaplan, Adaptive, Vareto), Salesforce, and experience with accounting ERP (NetSuite) is a plus
  • Expert in word, excel, and PowerPoint

About Aisera:

  • Fun place to work
  • Demanding job
  • Great team
  • Great opportunity

Aisera Benefits

  • Medical, dental, and vision benefits
  • Holidays and flexible PTO
  • Paid family leave
  • 401(k) plan
  • Stock Options
  • Employment Assistance Program

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