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Senior Financial Planning AnalystSeattle, WA, United States

Senior Financial Planning Analyst

Seattle | WA | United States

What We Do

Outreach is a communication platform built from the ground up to help people communicate more effectively. Today we focus on the sales organization, helping them engage with their prospects and customers through email, calling and LinkedIn communication flows.

To put it into perspective, our customers spend the majority of their day living inside our software, relying on it to be more effective communicators with their audience. We think it's pretty cool that we get to build the communication platform of the future; a product that our users cherish.

Outreach was founded in 2014, and we are now over 200 employees strong. Since our first days learning about how people communicate, we became obsessed with understanding our customers' problems, and as a result, we've built by far the most loved product on the market, and have won the hearts and minds (and business) of some incredible organizations around the world.

In addition to our relentless focus on the customer, we've received over $60 million in venture funding, we've won Seattle Business Magazine's 100 Best Places to Work, have been ranked #1 for 2016 Sales Automation/Acceleration software by Ambition and Outreach was named to the 2016 Forbes Cloud 100-Rising Star list as The Rising Star leading the Sales Technology Category.

We aren't slowing down any time soon.

Who We Are

Our company is headquartered in Seattle, but we also have an office in San Francisco and in State College, PA (both for sales and marketing). If you speak to us, you'll probably see that across any geography, across all our roles and departments, at our heart we are a large group of like-minded individuals working towards a common goal, pushing each other to be better tomorrow than we were today.

We're a team of problem solvers and overachievers who seek out others who are also passionate and relentless at their respective crafts. We want to work with people who are ready to buckle up and be a part of an incredible ride. We work hard not because we're told to, but because we genuinely love what we do.

If there's one main message we want you to remember about us, it's that we push others to be best in class at whatever they do, remain humble, and run through brick walls to accomplish their goals. If you come and join us, we'll give you ownership and challenges, and the team support and encouragement to help you hit your personal goals. We'll be stronger together.


The Senior Financial Planning Analyst is responsible for improving the company's financial status by analyzing and interpreting data and results, completing comparative evaluations, monitoring variances, identifying trends, and recommending actions to management including but not limited to changes in process, methods, and procedures.

Your Daily Adventures Will Include

Develop, interpret, and implement financial concepts for financial planning

Develop and refine key business metrics and drive robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions

Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations

Oversee Cash reconciliations, payment date accounting, monthly reporting and report production, daily modeling, analysis and reporting and financial Analysis

Prepare monthly budget to actual results and other key financial analyses and report on results to key stakeholders

Prepare and review variances between Actual/Budget/Forecast financial results

Prepare monthly journal entry accruals, budget vs. actual variance analyses, and risk/opportunity tracking

Drive planning, analysis, coordination and consolidation of corporate targets/budget/forecasting

Maintain and develop various financial models and standard templates distributed for use by senior leadership during the planning processes, ensuring quality, accuracy and focused analytic review

Perform strategic and scenario analysis to determine present and future performance. - Assist with development and maintenance of pricing models

Prepare various industry and market analyses

Write and maintain functional specifications on financial system enhancements, reports, and business processes

Our Vision Of You

5-10 years progressive leadership experience in finance and accounting

Proven experience in financial modeling, business analysis, FP&A, business integration, analytics in a corporate (HQ) environment

Bachelor's degree in Accounting or Finance

MBA preferred

CPA, CFA a plus

Thorough understanding of Generally Accepted Accounting Principles (GAAP)

Knowledge of statutory accounting principles

Knowledge of procedural controls and data validation techniques required

Strong organizational skills and attention to detail

Ability to multi-task and work in a challenging fast paced environment

Excellent communication skills (written, verbal, and listening)

Maturity, professionalism, and high level of discretion are required

Strong work ethic with a positive, can-do attitude

Independent worker and analytical thinker with ability to conduct research, data analysis and resolve problems

Strong presence with ability to interact with Sr. Leadership

Excellent MS Office skills, specifically Word and Excel

Why you'll love it here

You'll get a chance to make a significant contribution on our history-making journey

Being on a rocket ship means there is plenty of opportunity to grow your legacy

Opportunity to join an incredible company culture that values our people and delivers results

We are a family and we celebrate big time like a family. (think food, spirits and outings)

So much more...

I'm interested

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