About Workato

Workato is the only integration and automation platform that is as simple as it is powerful — and because it’s built to power the largest enterprises, it is quite powerful. 

Simultaneously, it’s a low-code/no-code platform. This empowers any user (dev/non-dev) to painlessly automate workflows across any apps and databases.

We’re proud to be named a leader by both Forrester and Gartner and trusted by 7,000+ of the world's top brands such as Box, Grab, Slack, and more. But what is most exciting is that this is only the beginning. 

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company. 

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives. 

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

  • Business Insider named us an “enterprise startup to bet your career on”

  • Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

  • Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

  • Quartz ranked us the #1 large company for remote workers

All full-time regular employees will be eligible for the following benefits:

  • Workato Stock Options at one of Silicon Valley’s fastest growing startups

  • Health benefits: Medical, dental, vision for yourself and covered dependents/domestic partners

  • Pre-tax benefits: Medical and dependent care flexible spending accounts, health savings account, 401k, and commuter benefits

  • Company-paid life insurance and short/long-term disability insurance

  • Paid maternity/parental leave benefits for new parents

  • Enhanced employee assistance program for mental wellness

Responsibilities

We are looking for an exceptional Senior Financial Analyst to join our growing team. This is a full-time, regular position based in the US. This is currently a remote position (PST time zone candidates strongly preferred). Generalist and individual contributor role to start. In this role, you will be responsible to:

  • Manage and maintain the company’s consolidated, three-statement operating model and forecasting process.

  • Assist with annual planning processes, including the development of key drivers and data-driven assumptions, and ensuring effective and timely coordination with various business units and global functions.

  • Drive budget-vs-actual variance analysis processes; provide regular, detailed reporting of insights to cross-functional leaders.

  • Assist with implementation of planning tool. Become an expert and power user.

  • Support company-wide business modeling and other ad-hoc projects from leadership.

  • Assist with producing quarterly presentations to the executive team and board.

  • Partner with accounting to support month-end close and improve efficiency and accuracy of financials.

Requirements

Qualifications / Experience / Technical Skills

  • 3-5 years of experience in investment banking, private equity, venture capital, and/or corporate finance at a hyper-growth or publicly listed technology company (preferably in enterprise software or SaaS).

  • Extensive experience in tops-down and bottoms-up business modeling and building detailed operating plans. Have owned and managed both transactional and operational models in Excel.

  • Experience partnering with various business units and cross-functional leaders. Previous experience specializing in and partnering with Engineering or Customer Success orgs is a plus.

  • Excellent business judgement. Strong track record of identifying key questions; defining, performing and coordinating analyses; communicating findings in a clear and concise way; and finding creative and innovative solutions.

  • Extreme proficiency in MS Excel & PowerPoint (and Google Sheets & Slides) is a must. Experience with Salesforce, Netsuite / Quickbooks, Adaptive / Anaplan, and/or BI tools is preferred.

  • Deep knowledge of SaaS metrics. Have owned the preparation, reporting, analysis and presentation of key performance indicators and various business metrics. 

  • Multi-cycle experience in annual planning, budgeting, variance analysis, and forecasting is required. International/multinational exposure and partnering across various time zones is a plus.

  • Strong understanding of GAAP accounting principles and financial statements.

  • Bachelor’s Degree in economics, finance, business, or accounting; MBA or CFA is a plus.

Soft Skills / Personal Characteristics

  • Outstanding interpersonal and communication skills and proven experience in building collaborative working relationships with teams across various functions and geographies.

  • Analytical, team-oriented, problem-solving, growth-oriented mindset with a can-do attitude.

  • Self-starter that can work independently, successfully manage a project or process from beginning to end, and takes pride in ownership.

  • Ability to adapt to a dynamic, hyper-growth environment; comfortable working through ambiguity and uncertainty.

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