Full-Time

Financial Analyst

Confirmed live in the last 24 hours

Five9

Five9

1,001-5,000 employees

Cloud-based contact center solutions provider

Consumer Software
Enterprise Software

Compensation Overview

$69k - $129.3kAnnually

+ Annual Performance Bonus + Stock + Incentive Compensation Plans

Mid

San Ramon, CA, USA

Hybrid role requiring 3 days a week in the San Ramon office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
SQL
Financial analysis
Oracle
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • Bachelor’s degree in Finance or Accounting required
  • 3+ years of corporate financial planning and analysis experience or relevant experience in investment banking/private equity
  • SaaS experience a plus
  • High analytical acumen and financial modeling skills
  • Exceptional attention to detail
  • Experience with planning systems such as Adaptive Insights / Host Analytics / Oracle
  • Advanced Excel skills required
  • Basic SQL database knowledge a plus
Responsibilities
  • Assist in the preparation of budgets and forecasts
  • Build and maintain top and bottom-line financial forecasts, report on key metrics, and create ad hoc queries and financial models
  • Partner with business units to analyze and identify key drivers of risks and opportunities to help maintain an accurate read on quarterly forecasts
  • Prepare monthly / quarterly budget vs. actual variance analysis
  • Monitor key trends / assumptions on headcount, capital expenditures, and operating expenses
  • Work closely with the Accounting team in monthly close processes to ensure timeliness and accuracy of entries
  • Leverage Five9 financial systems to automate and scale current processes and reports
  • Participate in new FP&A initiatives, including ad hoc analysis and process improvement
Desired Qualifications
  • Detail oriented and systematic with a high level of accuracy
  • Strong business partnering skills and ability to adapt to a dynamic fast-paced environment
  • Excellent verbal and written communication skills including ability to develop and deliver presentations with all levels of management
  • A team player with ability to multi-task and prioritize in a fast-paced and dynamic work environment

Five9 provides cloud-based contact center solutions for businesses of all sizes, from small companies to large corporations. Its main products include tools for advanced call routing, predictive dialing, and Interactive Voice Response (IVR) self-service, which help businesses manage both incoming and outgoing communications effectively. Clients can access these services through a subscription model, allowing for flexibility without long-term contracts. This approach makes it easier for businesses to scale their operations as needed. Five9 stands out from competitors by offering a comprehensive suite of tools and a strong focus on security and data protection. The company's goal is to enhance customer service operations for its clients, ensuring they can interact with their customers efficiently and reliably.

Company Stage

IPO

Total Funding

$69.6M

Headquarters

San Ramon, California

Founded

2001

Growth & Insights
Headcount

6 month growth

1%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Microsoft Teams enhances Five9's appeal to enterprise clients using Microsoft products.
  • Winning the 2024 Aragon Research Innovation Award highlights Five9's leadership in AI solutions.
  • Being named a top IT workplace in 2025 helps attract top tech talent.

What critics are saying

  • Class action lawsuit for securities fraud may damage Five9's reputation and investor confidence.
  • Increased competition from partners like outboundIQ could reduce Five9's market share.
  • Integration with Microsoft Teams may face technical challenges affecting its success.

What makes Five9 unique

  • Five9 offers advanced call routing and predictive dialing for efficient communication management.
  • The company provides a subscription-based model with no long-term contracts, enhancing flexibility.
  • Five9's global presence, including Southeast Asia, strengthens its market position.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Paid Vacation

Paid Sick Leave

Parental Leave

Employee Stock Purchase Plan

Employee Discounts