Overview
This full-time Category Financial Analyst role supports the product and portfolio team for Video Collaboration business. Responsibilities include financial reporting, analysis, 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 support financial performance across commercial and portfolio management teams.
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 partners 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, analyzing variances and providing actionable insights to relevant stakeholders.
- Develop and maintain detailed financial models, providing analysis of NPI performance, market trends, and the competitive landscape.
- Conduct in-depth variance analysis, explaining deviations from budget and forecast and recommending corrective actions.
Business Partnership
- Serve as a trusted advisor to product management and engineering leadership, 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.
- Support evaluation of new business opportunities, including market assessments and ROI analysis.
- Support 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, with concise 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 accuracy of financial reporting.
- Implement best practices in financial planning and analysis, leveraging technology and tools to automate and optimize processes.
- Streamline financial processes to reduce manual reporting overhead while improving the quality of insights delivered.
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.
Preferred Qualifications
Compensation & Benefits
- Annual Salary typically between $52K and $100K, dependent on location and experience.
- In certain circumstances, higher compensation will be considered based on business need, candidate experience, and skills.
- Comprehensive and competitive benefits packages (details vary based on location).
Location
Hybrid/remote work is available. Full-time role open to remote/hybrid candidates based in:
- Dallas/Ft Worth, Texas
- Irvine, California