Sr. Financial Analyst (Marketing) at Automation Anywhere

About Us:

Automation Anywhere is a leader in AI-powered process automation that puts AI to work across organizations. The company’s Automation Success Platform is powered with specialized AI, generative AI and offers process discovery, RPA, end-to-end process orchestration, document processing, and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, drive innovation, improve customer service and accelerate business growth. The company is guided by its vision to fuel the future of work by unleashing human potential through AI-powered automation. Learn more at www.automationanywhere.com

Our opportunity:

In this role, you will have an opportunity to demonstrate your strong analytical and modeling skills, and ability to deliver results in a dynamic fast-paced environment. You will be the primary finance business partner for the Chief Marketing Officer (CMO).   You will lead planning, forecasting, and reporting analysis for the Marketing organization across the entire company. You will proactively highlight risk and opportunities through data-driven insights and business modeling and lead several key analytical projects that span across all regions. You will have visibility and interactions

Who you’ll report to:

This position reports to our Director, FP&A

Location: 

Hybrid role, with regular onsite work from our San Jose, CA bay area corporate office. Only candidates local to our San Jose, CA office will be considered.

You will make an impact by being responsible for:

• Serve as the key finance business partner providing financial support and business insights for the CMO
• Driving and managing the annual budgeting process and maintain accurate updated forecasts throughout the fiscal year
• You will be driving process improvement initiatives by streamlining, standardizing, and automating processes and reporting requirements and have an opportunity to identify areas to automate and implement our GenAI agentic driven automation
• Preparing financial reporting deliverables (month-end close packages, variance analysis, forecast packages) to ensure transparency into the business performance and enable the leadership team to stay on track to deliver on their goals
• Lead the development of financial models and advanced analytical tools that aid in key decision making.    This includes tracking results with the Lead Funnel (Flow) process, Pipeline Generation, Conversion and return on investments (ROI)
• Serve in a support capacity providing analytical results for proper compliance and submissions with fiscal and quarterly research analyst submissions
• Perform ad-hoc analysis as needed and present findings to senior management

You will be a great fit if you have: 

• Bachelors Degree required, MBA a plus
• 7+ years of overall work experience with 4+ years of experience in FP&A and Finance, preferably with fast growing SaaS / software companies
• Go-to-Market (GTM) related experience in a financial capacity (Marketing, Sales, Channels)
• Proven data modeling/analytical skills; advanced proficiency in Microsoft Excel to manage large blocks of data, disparate data aggregation, reporting, and key Excel functions
• Workday, Adaptive experience preferred
• Solid understanding of planning and GL and other systems

You excel in these key competencies: 

• Strong communication and partnership skills, as you will be interacting with finance and non-finance stakeholders
• Highly motivated, self-starter to operate in an extremely fast-paced environment
• High attention to detail with excellent organizational skills and ability to work toward results, team oriented
• Ability to work with multiple sources of nonstandard data and distill into concise, clear, and accurate analysis and results
• Exceptional work ethic; completing assignments on time and sometimes outside of a normal workday

The base salary range for this position in California, New York, and Washington is $120,000 – $140,000 and outside of those locations is $110,000 – 130,000 a year. The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. This position is also eligible for a discretionary bonus, equity and a full range of medical and other benefits.

Ready to Revolutionize Work? Join Us.

This is an opportunity to work with a global, passionate team pioneering technology that’s redefining the way people work, everywhere.  Join us and discover the many ways that you can have an impact, achieve your potential, and go be great.

Job Segment OR Key Words: FP&A, Finance, GL, SaaS, Marketing, modeling, Workday, Adaptive, Excel

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Benefits and perks you’ll appreciate:

• Flexible work schedule / remote roles
• Unlimited Personal Time Off
• 12 holidays off per year
• 4 days volunteer time off per year
• 4 company “Achievement” days off per year
• Variety of health care and well-being benefits
• Paid family/parental leave
• We are a designated “Best Place to Work” for 2 years in a row! Learn more here
• Newsweek’s Top 100 Most Loved Workplaces in America 2023 – Learn more here