Overview
This full-time Category Financial Analyst role supports the product and portfolio team for Video Collaboration, providing financial reporting, insights, and recommendations that influence growth strategies across products, geographies, and programs. The position requires strong analytical skills and the ability to align cross-functional priorities to drive optimal financial performance across commercial and portfolio management teams.
Location
Remote/hybrid candidates based in Dallas/Ft Worth, Texas or Irvine, California.
Responsibilities
Financial Planning & Analysis
- Develop and maintain accurate annual operating plans, forecasts, and performance analyses for global Video Collaboration business.
- Gather data and market insights from finance, commercial, and R&D business partners across the world to ensure cross-functional alignment.
- Develop and maintain product P&L models.
- Prepare insightful reports on revenue, margin performance, and cost of sales.
- Monitor KPIs across the portfolio, analyze variances, and provide actionable insights to relevant stakeholders.
- Develop and maintain detailed financial models, including analysis of NPI performance, market trends, and the competitive landscape.
- Conduct in-depth variance analysis to explain deviations from budget and forecast and recommend corrective actions.
Business Partnership
- Serve as a trusted advisor to product management and engineering leadership by providing financial insights and strategic recommendations to support decision-making.
- Align business objectives and financial strategies by identifying revenue risks and opportunities and driving corrective actions.
- Contribute to the evaluation of new business opportunities, including market assessments and ROI analysis.
- Support the implementation of financial tools or platforms.
Reporting & Communication
- Prepare and present financial reports, including monthly performance reviews, quarterly business reviews, and annual operating plans.
- Communicate financial results and key insights clearly and concisely, including explanations of variances and trends.
- Develop and maintain strong relationships with key stakeholders across the organization.
Process Improvement
- Identify opportunities to streamline financial processes, improve efficiency, and enhance the accuracy of financial reporting.
- Implement best practices in financial planning and analysis by leveraging technology and tools to automate and optimize processes.
- Streamline financial processes to reduce manual reporting overhead while enhancing the quality of insights provided.
Requirements
- Bachelor’s degree in Finance, Accounting, a related field, or relevant industry experience.
- Proven progressive experience in financial planning and analysis, preferably in the technology industry.
- Strong understanding of financial modeling, forecasting, budgeting, and variance analysis.
- Excellent analytical and problem-solving skills, with the ability to synthesize complex information and provide clear, concise recommendations.
- Strong business acumen and understanding of the technology industry.
- Excellent communication and presentation skills, with the ability to effectively interact with all levels of the organization.
- Proficiency in financial software and tools, including ERP systems and advanced Excel skills.
- Ability to work independently and as part of a team, with a strong work ethic and attention to detail.
Compensation & Benefits
- Annual Salary: typically between $52K and $100K, depending on location and experience.
- In certain circumstances, higher compensation may be considered based on business need, candidate experience, and skills.
- Comprehensive and competitive benefits packages designed to be flexible and support wellbeing.
Equal Employment Opportunity
All qualified applicants will receive consideration for employment without regard to race, sex, age, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or disability.
Accommodation
If you require an accommodation to complete any part of the application process, are limited in the ability, are unable to access or use this online application process, or need an alternative method for applying, request assistance through the provided accommodation support channel.