Senior Financial Analyst
About the Team
The Financial Planning & Analysis (FP&A) team partners closely with leaders across Outreach to provide the financial insights and strategic guidance that help drive informed business decisions. The team plays a critical role in planning, forecasting, performance management, and helping the business understand the financial impact of its investments and priorities. As part of the broader Finance organization, FP&A operates in a highly collaborative environment, working cross-functionally to bring together financial data, business context, and thoughtful analysis. You’ll join a team that values curiosity, strong partnership, and continuous development, with opportunities to build relationships across the organization and contribute to decisions that directly impact Outreach’s growth and operational efficiency.
The Role
The Senior Financial Analyst helps Outreach make sharper decisions about where we invest and how we manage the business. As part of the Corporate FP&A team, you will own critical forecasting, consolidation, and reporting processes that provide leadership with a clear view of company performance, cash flow, and future growth.
This role sits at the center of Finance, partnering closely with Accounting to connect actual results, forecasts, and long-range plans into a single financial narrative. You will work across the organization to consolidate forecasts, improve planning processes, and deliver insights that inform executive decision-making.
This is a highly visible role with exposure to senior leadership, Board reporting, and company-wide planning processes. You will thrive here if you bring strong financial modeling skills, attention to detail, intellectual curiosity, and a collaborative approach to solving complex problems.
Location: Seattle, WA preferred
Your Daily Adventures Will Include
Corporate forecasting & consolidations:Coordinate and consolidate company-wide forecasts, budgets, and long-range plans to provide leadership with a comprehensive view of business performance
Cash flow planning:Own key cash forecasting processes, including Direct and Indirect Cash Flow, Collections, Operating Cash Flow, and Free Cash Flow forecasting
Accounting partnership: Partner closely with Accounting during monthly and quarterly close cycles to understand results, review accruals, ensure forecast alignment, and improve financial accuracy
Forecast accuracy:Identify forecast risks and opportunities, analyze variances, and recommend improvements to forecasting methodologies and planning processes
Reporting & analytics: Prepare monthly financial reporting packages, budget-to-actual analyses, and management reporting that highlight key business drivers and actionable insights
Executive & Board support: Contribute to Board of Directors materials, executive presentations, and strategic analyses that support decision-making across the company
Model ownership: Own and enhance critical Corporate FP&A models, including stock-based compensation, share count, capital expenditures, cash flow forecasting, collections, and long-range planning models
Process improvement:Help scale Finance by improving planning, forecasting, consolidation, and reporting processes while increasing automation and model efficiency
Cross-functional partnership: Work closely with Accounting, People, IT, Legal, and other business leaders to support planning, resource allocation, and strategic initiatives
Our Vision of You
3 to 5 years of financial analysis experience
Proven experience building financial models and performing business analysis, with strong analytical and problem-solving skills
Curious about how AI can make you sharper and faster, quick to pick up new tools and apply them to analysis, reporting, and the repetitive work that gets in the way of good thinking
Advanced Excel skills, including complex formulas, pivot tables, and model building, with working proficiency in PowerPoint and Word
Excellent communication skills, written and verbal, including the ability to explain financial results clearly to partners outside of Finance
Ability to bring structure to ambiguity
A high level of discretion, given regular exposure to confidential compensation and headcount data
BA/BS degree in finance or accounting, or in a highly analytical field such as engineering, mathematics, or computer science, or equivalent practical experience
Experience with Anaplan or another financial planning tool is a plus
Experience in SaaS or at a publicly traded company is a plus