Senior Strategic Financial Analyst - Business Partner

April 3

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PandaDoc

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PandaDoc is a comprehensive document management solution that helps businesses streamline their document workflows. It offers a range of features including custom agreement generation, eSignatures, CPQ (configure, price, quote) capabilities, and real-time collaboration tools. PandaDoc is designed for ease of use, enabling teams to automate document creation and management processes, thus improving efficiency and reducing errors. The platform integrates with popular CRM systems, payment gateways, and other tools to facilitate seamless business operations. Focused on security and compliance, PandaDoc supports legal and secure electronic transactions, making it ideal for businesses looking to optimize their agreement management processes.

Sales Automation • Contact Management • Document Management • Digital Signage • SaaS

501 - 1000 employees

Founded 2011

☁️ SaaS

🤝 B2B

⚡ Productivity

💰 Series C on 2021-09

📋 Description

• PandaDoc is in growth mode. • We are seeking an experienced Financial Analyst who will be a key player in and is truly excited about driving and effectively scaling PandaDoc’s growth. • This person will partner with C-level business partners and their teams on all planning, forecasting, and analysis activities. • This is an exciting opportunity for a candidate that wants to be part of building a dynamic, world class FP&A organization that is operating at an accelerated pace and scaling for the future. • The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross-functionally, analytical, and outstanding at analyzing data and delivering actionable insights. • This person is comfortable operating at all levels, with an eye on the strategic big picture, while skillfully managing the financial details. • Collaborate with GTM and Product leaders to develop annual budgets, forecasts and financial plans for the Retention funnel. • Leverage your financial background to support and influence key strategic and business decisions. • Design and provide analytical rigor to measure efficiency and ROI of investments in headcount and non-headcount expenses. • Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, monthly reviews, long-range plans). • Build and own models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy. • Define metrics and leading indicators of business performance. • Partner with cross functional teams, such as Data Science, to develop reporting dashboards. • Drive continuous process improvement, standardization, simplification and reporting enhancements.

🎯 Requirements

• 4+ years of experience in Financial Planning and Analysis (FP&A), consulting, or a related function • A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications) • Experience building financial models of large scale programs including identifying, assessing and controlling for uncertainty and risk. • Ability to build dashboards in Tableau or other BI tools strongly preferred • Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view • Advanced Excel and strong PowerPoint skills are required • Prior experience with SalesForce.com or ERP/NetSuite a plus • Prior experience in a high-growth high tech/software/SaaS organization is a plus

🏖️ Benefits

• Employees may be able to purchase company stock (or receive annual bonuses) • Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company-paid holidays off per year