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Lead Financial Analyst
Posted on 5/13/2022
Raleigh, NC, USA • New York, NY, USA
Experience Level
Desired Skills
Data Analysis
  • Bachelor's Degree in Accounting, Finance, Economics, or STEM
  • 10+ years of experience in investment banking, private equity, venture capital or in an FP&A role at a SaaS organization
  • Proactively drive company-wide expense and headcount analysis on key trends and present findings to Pendo's executive leadership
  • Continuously look for opportunities to improve forecast accuracy
  • Collaborate with the FP&A team to help enhance & create KPIs used in monthly, quarterly, and annual financial reports and forecasts
  • Proactively review financial data and analytics to prevent inconsistencies and issues
  • Analyze key cost drivers and monthly variances to provide variance analysis and suggest actions to the business
  • Develop presentations to communicate business and analysis results to senior leadership audiences
  • Perform reporting and analysis to support presentation and ad-hoc requests
  • Coordinate projects to integrate, maintain, and enhance to Pendo's reporting processes and systems
  • Develop and maintain financial models in Planful
Desired Qualifications
  • Prior experience working with Planful, or similar tools such as Anaplan, Workday Adaptive, Hyperion a plus
  • Highest standards of accuracy and precision; highly organized
  • Exceptional modeling and presentation skills
  • Preferred software knowledge: Google Suite, Sage Intacct, Salesforce
  • Working knowledge of GAAP principles
  • Strong written and oral communication skills, with an ability to present insights clearly

501-1,000 employees

Product analytics platform for companies
Company mission
Pendo is on a mission to elevate the world's experiences with software. The company combines in-app messaging with robust product analytics and user feedback, ensuring people adopt software quickly and successfully.