Full-Time

Senior Financial Analyst

Posted on 10/3/2025

Perceptyx

Perceptyx

201-500 employees

SaaS AI-driven employee listening analytics

No salary listed

Remote in USA + 1 more

More locations: Remote in Canada

Remote

Candidates must be located in North America.

Category
Finance & Banking (1)
Required Skills
NetSuite
SAP Products
Financial analysis
Data Analysis
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or other related field (this is a must)
  • Solid financial acumen, 5 -7 years of experience is ideal
  • Experience with financial modeling/forecasting
  • Advanced in MS Excel and PowerPoint
  • Experience in a scaling environment with changing priorities, tasks, and client conditions
  • Working knowledge of ERP and financial systems such as NetSuite, SAP, Anaplan, or Adaptive.
  • Excellent analytical, problem-solving, and interpersonal skills—communicating insights is just as important as generating them.
  • A self-starter mentality with the ability to work both independently and collaboratively.
  • Willingness to work with people of diverse backgrounds and experiences.
Responsibilities
  • Own financial reporting (monthly, quarterly, annual). Gather, consolidate, and analyze operating and financial results, prepare internal and external reporting deliverables, analyze trends & drivers, and explain budget and/or forecast vs. actual variances
  • Lead and manage the strategic planning and forecasting process, including rolling monthly forecasts, models, and resource allocation planning
  • Conduct financial review meetings with business partners to review controllable expenses, identify and communicate budget vs. actual variance drivers, and update the forecast model accordingly
  • Leverage financial systems to automate and improve current reporting and forecasting processes
  • Collaborate with Accounting on monthly close process, including comparison of actual results to those forecasted to confirm accuracy of financial statements and identify changes where necessary
  • Assist with the annual budgeting process, including management of budget timeline and preparation of bookings, revenue, and expense budget models
  • Work cross-functionally with operational managers within the organization to develop, review, and report on key performance indicators
  • Other ad-hoc projects in support of company financial and strategic objectives, including but not limited to, conducting in-depth research, analysis, and due diligence of target companies/opportunities and relevant industries to understand financial and operation models, key strategies, and historical performance.

Perceptyx provides a subscription-based software platform (SaaS) for employee listening and workplace analytics, helping organizations improve engagement and culture. The core product collects employee feedback through surveys and other channels, then uses artificial intelligence to turn responses into actionable insights and dashboards. It also offers personalized, behavior-based recommendations and intelligent nudges to encourage positive changes, plus consulting services to support implementation. Unlike some competitors that focus only on survey data or analytics, Perceptyx combines ongoing data collection with AI-powered analysis and practitioner guidance to drive measurable improvements in retention and experience. The company’s goal is to help organizations understand employee needs, foster continuous improvement, and build better workplaces.

Company Size

201-500

Company Stage

Growth Equity (Venture Capital)

Total Funding

$7.6M

Headquarters

Temecula, California

Founded

2003

Simplify Jobs

Simplify's Take

What believers are saying

  • Activate agent transforms feedback into personalized action plans delivered in flow of work, capturing market share among behavior-change-focused enterprises.
  • Behavioral science integration positions Perceptyx to win sustained engagement deals over one-time survey interventions across Fortune 100.
  • Integrated EX-to-L&D platform enables Perceptyx to expand TAM beyond employee listening into $40B+ enterprise learning market.

What critics are saying

  • Qualtrics undercuts pricing to Fortune 100 clients via SAP ecosystem, eroding Perceptyx's 30% market share within 6-12 months.
  • Workday Skills Cloud forces 600+ enterprise clients on Workday HCM to consolidate vendors and terminate Perceptyx subscriptions.
  • Lyceum integration fails to deliver verified skill metrics within 6-month timeline, triggering Fortune 100 client churn and ROI validation failures.

What makes Perceptyx unique

  • Lyceum AI acquisition integrates skill verification and L&D into single platform, closing historically siloed gap competitors haven't solved.
  • Experience-aware AI Coach connects dynamic employee data to behavioral recommendations, driving actionable change versus summary-only competitors.
  • Multi-method AI approach maintains SOC 2 Type 2 and ISO 27001 compliance without using customer data for model training.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Company Match

Pension Plan with Employer Match

Flexible Paid Vacation

Paid Holidays

Compassionate Care Program

Generous Bereavement Leave

Company News

Perceptyx
Mar 24th, 2026
Perceptyx named to Fast Company's annual list of the World's Most Innovative Companies of 2026.

Perceptyx named to Fast Company's annual list of the World's Most Innovative Companies of 2026. March 24, 2026 Perceptyx joins the ranks of Google, Nvidia, Adidas, Walmart, and more TEMECULA, CA - March 24, 2026 - Perceptyx is proud to have been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World's 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions. "We're honored to be recognized by Fast Company," said Ross Wainwright, CEO of Perceptyx. "For decades, organizations have invested in employee listening and learning, but those efforts have remained disconnected - and that's limited their impact. We saw an opportunity to fundamentally rethink this model by connecting insight, skill development, and behavior change into a single, continuous system. When you can actually verify that employees are learning, applying new skills, and changing behavior - not just completing courses - you shift HR from measuring activity to proving capability. That's a fundamentally different value proposition in the HR category." Perceptyx has built a new model for people activation - one that closes the long-standing gap between employee insight and action. Rather than treating employee listening and learning as separate functions, the company enables organizations to continuously identify what needs to change, build the capabilities to support that change, and reinforce it directly in the flow of work. This approach is powered by Perceptyx's AI-driven platform, which includes its flagship listening product Discover, and deploys purpose-built AI agents across the workforce lifecycle. Its award-winning coaching agent, Activate, delivers targeted guidance to managers based on team-specific feedback and learning agents engage employees in real-time conversational practice and validate whether concepts were actually understood - not just consumed. Together, these agents surface capability gaps and activate interventions in the flow of work, creating a continuous cycle of diagnosis, development, reinforcement, and proof. A defining innovation is Perceptyx's ability to verify skill development and real-world application. The ability to prove learning - not just deliver it - was accelerated by Perceptyx's recent acquisition of Lyceum, an AI-native learning platform whose conversational learning and comprehension validation technology are core to the platform. By shifting from measuring activity to proving capability and behavior change, Perceptyx gives HR leaders a direct line of sight into how workforce investments translate into performance. This transforms employee experience from a measurement function into a system for driving measurable business outcomes. The World's Most Innovative Companies is Fast Company's hallmark franchise and one of its most anticipated editorial efforts of the year. To determine honorees, Fast Company's editors and writers review companies driving progress around the world and across industries, evaluating thousands of submissions through a competitive application process. The result is a globe-spanning guide to innovation today, from early-stage startups to some of the most valuable companies in the world. "Our list of the Most Innovative Companies is about spotlighting organizations that don't just adapt to change - they drive it," said Brendan Vaughan, editor-in-chief of Fast Company. "The companies we honor this year are redefining what leadership looks like in 2026, pairing bold ideas with measurable impact and turning breakthrough innovation into real-world value. They are setting the pace for their industries and offering a blueprint for what sustained innovation can achieve." The full list of Fast Company's Most Innovative Companies honorees can now be found at fastcompany.com. It will also be available on newsstands beginning March 31, 2026. Fast Company will host the Most Innovative Companies Summit and Gala for honorees on May 19 in New York City. The summit features a day of inspiring content, followed by a creative black-tie gala including networking, a seated dinner, and an honoree presentation.

GlobeNewswire
Mar 3rd, 2026
Perceptyx Acquires Lyceum AI to Close the Gap Between Employee Experience and Learning and Development

Perceptyx acquires Lyceum AI to close the gap between Employee Experience and learning and development. Acquisition helps organizations translate employee insight into verified skill development, sustained behavior change, and measurable business performance. March 03, 2026 08:00 ET | Source: Perceptyx TEMECULA, Calif., March 03, 2026 (GLOBE NEWSWIRE) - Perceptyx, the AI company for employee experience, today announced its acquisition of Lyceum AI, an AI-native learning platform that transforms static training content into personalized, dynamic learning experiences and automatically assesses understanding to verify skill development and knowledge retention. "By pairing Perceptyx's industry-leading employee listening and activation engine with Lyceum's AI-driven learning and assessment, organizations can finally..." "Employee experience and learning and development have long been organized in silos," "With the addition of Lyceum, we are expanding our ability to close the long-standing gap between employee insight and the critical development of skills to..." "The combination of Perceptyx and Lyceum creates something the HR technology market hasn't had: a single people platform that can identify what needs to..." "By pairing Perceptyx's industry-leading employee listening and activation engine with Lyceum's AI-driven learning and assessment, organizations can finally..." "Employee experience and learning and development have long been organized in silos," "With the addition of Lyceum, we are expanding our ability to close the long-standing gap between employee insight and the critical development of skills to..." "The combination of Perceptyx and Lyceum creates something the HR technology market hasn't had: a single people platform that can identify what needs to..." "By pairing Perceptyx's industry-leading employee listening and activation engine with Lyceum's AI-driven learning and assessment, organizations can finally..." At a time when organizations have optimized for collecting workforce insight and delivering learning content, many still operate in silos as they work to operationalize skill development and behavior change at the speed of business. Perceptyx's acquisition addresses this challenge by unifying workforce insights across HR - connecting what employees are experiencing directly to hyper-personalized learning and development, unlocking behavior change in the flow of work, and delivering measurable impact across the entire workforce. "Employee experience and learning and development have long been organized in silos," said Ross Wainwright, CEO of Perceptyx. "With the addition of Lyceum, we are expanding our ability to close the long-standing gap between employee insight and the critical development of skills to support business execution. This is an important step in helping HR leaders move beyond managing programs to driving meaningful workforce impact." Powered by purpose-built AI agents operating across the full workforce lifecycle, organizations can now more directly translate employee signals into targeted capability-building and coordinated action in the flow of work. Lyceum strengthens this approach by bringing verified skill development and real-world knowledge application into the broader workforce experience. Its AI-native learning agent, Ellie, leverages conversational learning to transform traditional corporate training into personalized and cognitively grounded learning experiences. Unlike conventional platforms that can only measure participation or course completion, Lyceum verifies comprehension, skill development, and real-world application - helping ensure employees can translate learning into performance when it matters most. "The combination of Perceptyx and Lyceum creates something the HR technology market hasn't had: a single people platform that can identify what needs to change, develop the skills to drive that change, and prove it actually happened," said Glenn Platt, CEO of Lyceum AI. "By pairing Perceptyx's industry-leading employee listening and activation engine with Lyceum's AI-driven learning and assessment, organizations can finally close the gap between insight and impact - all in one continuous and accountable loop. For CHROs, L&D, and EX leaders, this is now the platform that makes the entire HR tech stack deliver on its promise." The acquisition comes at a critical moment as organizations navigate accelerating skill disruption, rapid AI adoption, and rising expectations for measurable workforce impact. Increasingly, leaders are prioritizing integrated approaches that connect employee experience, learning, and performance, ensuring workforce investments translate more directly into organizational outcomes. Perceptyx continues to invest in helping organizations move toward a more continuous, adaptive approach to workforce transformation where workforce insight, capability building, and behavior change are more closely connected to how organizations compete and grow. The terms of the deal have not been disclosed. About Perceptyx Perceptyx is the AI company for Employee Experience (EX), trusted by more than 30% of the Fortune 100 to deliver people-powered growth. Built on two decades of behavioral science and the industry's richest EX dataset, our platform helps organizations discover what matters, activate change, and grow their people - now supercharged by a new generation of AI agents. With Conversational Listening, Narrative Analysis, and Employee Activation agents, Perceptyx delivers what no point solution can: a complete digital workforce for EX. Our Agentic AI framework moves beyond systems of insight to systems of outcomes - turning every employee signal into measurable impact for people and business alike. For more info, or to speak with a member of our team, visit www.perceptyx.com. Media Contact: Laura Lombardi Head, PR & Communications, Perceptyx [email protected]

Perceptyx
Oct 29th, 2025
Perceptyx Recognised as a Strategic Leader in 2025 Fosway 9-Grid(TM) for Talent & People Success

Perceptyx recognised as a Strategic Leader in 2025 Fosway 9-Grid(TM) for Talent & People Success. October 29, 2025 Perceptyx named Strategic Leader in 2025 Fosway 9-Grid(TM) for Talent & People Success, recognized for AI-powered innovation and exceptional customer value in employee experience LONDON, U.K. - 29th October 2025 - Perceptyx, the AI company for Employee Experience (EX), has once again been recognised as a Strategic Leader in the 2025 Fosway 9-Grid(TM) for Talent & People Success, a distinction reserved for organisations demonstrating innovation and delivery of exceptional value and results for their customers. Strategic Leaders are top-tier performers who offer a comprehensive suite of capabilities across a wide range of features, demonstrating the sophistication and scalability required to meet the needs of complex, enterprise-level customers. They combine strong market performance with high levels of customer advocacy, leading to frequent shortlisting and selection by major organisations. Perceptyx stands apart for its ability to tailor solutions to each organisation's unique context - powered by a deep bench of I/O psychologists and behavioral scientists - and for delivering the industry's first suite of AI agents purpose-built for employee experience. Together, these strengths make Perceptyx the partner of choice for large enterprises driving meaningful people and business outcomes. "Our continued position as a Strategic Leader on the Fosway 9-Grid underscores our strength across EMEA and beyond," said Lindsay Davidson, Managing Director, EMEA, at Perceptyx. "European enterprises are increasingly seeking new ways to move beyond traditional surveys and accelerate action taking that improves the overall employee experience at scale. Perceptyx is meeting that moment with a platform built for agility, autonomy, and measurable results." Perceptyx's AI agent suite represents the next generation of employee experience technology: * The Employee Activation Agent (Activate) delivers personalised, AI-driven coaching and behavioral nudges to accelerate performance and growth. * The Conversational Listening Agent enables true two-way dialogue with employees, unlocking more authentic feedback and deeper insights. * The Narrative Analysis Agent turns unstructured feedback from any source into real-time intelligence leaders can act on immediately. These innovations are unified through Discover, the company's employee listening and analytics solution. Together, they empower organisations to design flexible, scalable EX strategies that deliver consistent value from insight to activation. "In a tight talent market, looking to retain your best people is always the winning strategy, so the businesses that will stand out must do more than simple employee listening" commented David Wilson, CEO and founder of Fosway. "Perceptyx focuses on being an enabler of high-performance culture, and through strong customer advocacy has been named a Strategic Leader in the Fosway 9-Grid(TM) for the 5th year running, expanding their potential with innovation that combines AI and behavioural science." Also named a Strategic Leader by Fosway in 2024, with additional 2025 recognition from a growing bench of global analysts, Perceptyx continues to demonstrate leadership through its AI-first platform, designed to help organizations listen, understand, and act on employee feedback at scale. Backed by over two decades of behavioral science expertise, one of the world's largest EX benchmark datasets, and a global customer base including the world's leading enterprises, Perceptyx sets the standard for innovation and impact in Employee Experience.

GlobeNewswire
Sep 16th, 2025
Perceptyx Debuts AI Agent Suite and Reimagined Platform to Transform Employee Experience

TEMECULA, Calif., Sept. 16, 2025 (GLOBE NEWSWIRE) - Perceptyx, the AI company for Employee Experience (EX), today announced the launch of its AI agent suite and reimagined 'Discover' solution, marking a major evolution in how organizations listen, understand, and act on employee feedback.

Perceptyx
Aug 27th, 2025
Analyst and Customer Accolades Cement Perceptyx's Leadership in Delivering Measurable Employee Experience Outcomes

Perceptyx is Shaping the Future of Work by Connecting Employee Insights to Transformational Change at Scale

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