Full-Time

Senior Financial Analyst

Podium

Podium

1,001-5,000 employees

Communication and marketing platform for local businesses

No salary listed

Lehi, UT, USA

In Person

Category
💰Finance & Banking (1)
Required Skills
SQL
Financial analysis
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • BA/BS degree in Finance, Economics or similar quantitative discipline
  • 3 - 5 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles.
  • Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Sigma or Adaptive Insights.
  • Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently.
  • Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
  • Excellent and proactive communication style with the ability to build/foster relationships with business partners
  • Basic SQL experience
Responsibilities
  • Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
  • Analyze and interpret engineering and product data to identify trends, insights, and areas of improvement. Present findings and recommendations to senior leadership and other departments.
  • Collaborate with engineering and product teams to streamline processes and enhance productivity.
  • Lead initiatives to optimize resource allocation and project timelines.
  • Support the development of data-driven strategies for product development and engineering operations
  • Manage ad hoc projects on an on-going basis and present to business partners. Project examples include: headcount and attrition planning and Budget variance analysis

Podium is a communication and marketing platform tailored for local businesses. It brings together customer interactions from various sources, including online reviews, text messages, and payment processing, into one easy-to-use inbox. This setup enables businesses to effectively manage their online reputation, engage with customers through text conversations, and handle transactions seamlessly. Podium operates on a subscription model, offering different service tiers to accommodate businesses of various sizes, particularly small and medium-sized enterprises in sectors like retail, automotive, and healthcare. The main goal of Podium is to equip local businesses with the tools they need to enhance customer communication and streamline their operations, allowing them to thrive in a digital-first environment.

Company Size

1,001-5,000

Company Stage

Series D

Total Funding

$418.6M

Headquarters

Lehi, Utah

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration can automate responses, improving customer satisfaction and platform efficiency.
  • High demand for consolidated communication platforms aligns with Podium's offerings, boosting potential growth.
  • Zipwhip's shutdown opens opportunities for Podium to capture new business texting customers.

What critics are saying

  • Increased competition from AI-driven platforms could threaten Podium's market share.
  • Market consolidation from Zipwhip's shutdown may increase competition in business messaging.
  • Strategic shifts by new CMO may not align with customer expectations, affecting retention.

What makes Podium unique

  • Podium consolidates customer interactions into a single inbox for streamlined communication.
  • The platform offers text-based messaging with a 98% open rate, enhancing engagement.
  • Podium's subscription model caters to small and medium-sized businesses across various industries.

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Benefits

Open and transparent culture

Remote first work setting for Engineering & Product

Great opportunities for career growth

401(k) with a competitive matching contribution plan

Unlimited vacation (yes, we want you to have a work-life balance)

Great medical, dental, vision benefits

Lots of Swag

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

-3%
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