Senior Financial Analyst

We’re looking for a Senior Financial Analyst to join our FP&A team. Reporting to the Senior Finance Manager, this role will help level up our business reporting, play a major role in financial planning and analysis, and support key decision makers at the company. For this newly created role, we’re looking for a self-starter to create new reporting and forecasting solutions for the Finance team and our business partners across the organization.

Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.

Join us!
Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!

Job Responsibilities
Support monthly and quarterly reporting and forecasting, annual financial planning, and long-range planning
Build and maintain custom reports/dashboards by department, identify budget variances, and suggest appropriate actions as needed
Help prepare materials for Board of Directors meetings and reporting for company leadership
Partner with Accounting team to support month-end close
Streamline manual financial reporting processes, and create new dashboards that provide greater insights on business trends
Provide ad hoc financial analysis to support decision making across the organization
Identify and execute on opportunities for reporting enhancements and process improvements
Job Requirements
4+ years of experience
Experience building and maintaining complex financial models, and producing management-level reporting
Strong working knowledge of financial planning tools (Adaptive, Mosaic, Anaplan, etc.), and experience with data analytics and visualization platforms (Sigma, Looker, etc.)
Advanced skills with Google and Microsoft Suite (Excel / Google Sheets, PowerPoint, etc.)
About you
Analytical mindset with a penchant for problem solving and working with large amounts of data
Bias for action, high attention to detail, and ability to work independently as well as collaborate within a team
Enterprise SaaS experience, and experience working in fast-paced, scaling organizations are a plus
Investment banking, consulting experience, or corporate FP&A experience preferred
Employee Benefits
Unlimited PTO – we encourage at least 20 vacation days (in addition to holidays and sick days) so that you can unwind, unplug, and recharge
16 weeks paid parental leave (including adoption and foster care)
100% paid insurance premiums for you and your dependents
401k retirement matching – up to 5% dollar-for-dollar match to retirement contributions
$1,500 annual healthy lifestyle budget (for gym memberships, classes, fitness equipment)
$250/monthly Remote Work Stipend to be used for home internet, cell phone, and other miscellaneous remote work costs
$300/month co-working space rental reimbursement
$2,000/yearly professional education budget for conferences, courses, workshops, books, etc.
$1,500 home office budget to make sure your working space is ergonomic and just what you need to do your best work!
One month sabbatical after five years at Customer.io
We also have opportunities to meet in person with your peers throughout the year
All final candidates will be asked to complete a background check and employment verifications as part of our pre-employment process.