Job description

About Outreach Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few. 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: Remote (US) 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 #LI-CW1 Why You’ll Love It Here • Flexible time off • 401k to help you save for the future • Generous medical, dental, and vision coverage for full-time employees and their dependents • A parental leave program that includes options for a paid night nurse, and a gradual return to work • Infertility/ assisted reproductive services benefit • Employee referral bonuses to encourage the addition of great new people to the team • Snacks and beverages in the Office, along with fun events to celebrate • Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.

Requirements

Must-haves

Location: Remote (US)
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
Why You’ll Love It Here
Flexible time off

Nice-to-haves

Experience with Anaplan or another financial planning tool is a plus
Experience in SaaS or at a publicly traded company is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: lever
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Parental Leave