Senior Financial Analyst, Customer Success Finance

Employment Type

: Full-Time


: Miscellaneous

Senior Financial Analyst, Customer Success FinanceFinance | San Francisco, CaliforniaOur Agreement with EmployeesDocuSign is committed to building trust and making the world more agree-able for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what's right, every day. At DocuSign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you'll be loved by us, our customers, and the world in which we live.The TeamOur Finance team plays a critical role in ensuring accurate financial reporting, optimal financial management, and efficient operations across DocuSign. The team consists of Accounting, Financial Planning & Analysis, Revenue Operations, Investor Relations, and Business Operations. The Finance team partners across all organizations in DocuSign to appropriately allocate resources, inform key business decisions, and facilitate the execution of our operational plans.As part of the GTM Finance Team, this role will act as the key finance partner to DocuSign's global Customer Success organization. The individual will be responsible for performing financial analysis and modeling, designing and preparing the financial plans and budgets, as well as analyzing, interpreting, and communicating financial information to management. The position requires a well-rounded individual who has a demonstrated ability to deliver results in a high growth environment. The ideal candidate would have 5-7 years of relevant experience, strong business acumen, and excellent verbal and written communication skills.This position is an Individual Contributor and reports to the Director, Customer Success FinanceResponsibilities* Act as a key advisor to the Customer Success organization and provide financial leadership and analytical support on P&L projections, new business opportunities and strategic investments* Own revenue forecasting for Customer Success and provide guidance on growth and productivity levers to execute against plan* Develop strategic insights of churn performance and lead projections of company net retention rates* Implement robust scenario modeling to optimize resource allocation and economics in support of the annual budgeting process and quarterly forecasts* Partner with global Customer Success leaders on defining key metrics and tracking performance, and provide recommendation on operational plans* Facilitate cross-functional alignment with the company's accounting, sales operations and analytics teams for the month-end and quarter-end close reporting and variance analysis, driving internal processes to maintain and improve predictability of financial results* Prepare presentations on financial performance and forecasted results to Senior Management and assess near-term and long-term opportunities and risk* Partner with corporate finance as a subject matter finance expert for Customer Success in long-range planning exercisesBasic Qualifications* BA or BS in business, finance, economics or accounting* Minimum of 5 years relevant experience in finance with emphasis on forecasting planning, financial analysis, and financial modeling with relevant work experience as a FP&A business partner or a similar rolePreferred Qualifications* Proficiency in Microsoft Office (Excel, Word, & PowerPoint). Advanced modeling skills required* Excellent verbal and written communication skills* Demonstrated collaboration and proactive consultation skills. Positive can-do attitude in approaching complex problems.* Demonstrated ability to analyze and interpret data and develop strategic recommendations* Ability to influence leadership through clear presentation and communication of complex data analysis* Fundamental understanding of Subscription-as-a-Service (SaaS) business model* Strong understanding of generally accepted accounting principles and financial concepts* Experience with financial and ERP systems such as Adaptive Planning, Anaplan, NetSuite, Rev Pro, Financial Force, SalesforceAbout usDocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, hundreds of thousands of customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and simplify people's lives. Plus, we save more trees together! And that's a good thing.DocuSign is an Equal Opportunity Employer. DocuSign is committed to building a diverse team of talented individuals who bring different perspectives to the discussion and who feel a sense of inclusion and belonging when they join our team. Individuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category.#LI-DS1

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