The Senior Financial Analyst will refine budget processes, create financial models using Anaplan, and provide actionable insights to leadership.
Our Purpose
At Xero, we’re here to help supercharge small businesses. We do this by automating routine tasks, surfacing actionable insights and connecting businesses with the right data, advisors and apps. When that happens, we’re not only making life better for small business, we’ll be building a stronger economy that can change the world.
How you’ll make an impact:
We're looking for a Senior Financial Analyst to be a pivotal player in our core financial planning and analysis activities at Xero.
You will be part of the small team responsible for refining and executing our budget and forecasting process. Our team thrives on generating meaningful, actionable insights for the business, and you'll be a key part of that.
In this 6 month fixed term role, you'll make an impact by contributing directly to how we model our business through our financial planning tool, Anaplan, creating financial models to support strategic decision-making, and delivering data-backed, actionable insights to leadership. Your expertise will be key as you contribute to our financial systems transformation, including the migration from Adaptive to Anaplan. A core part of your role will be to build strong relationships across the organization to consistently demonstrate the value of cross-functional finance partnership. Your expertise in financial modeling and strength of communication will be key to success and your ability to positively influence business outcomes.
What You’ll Bring:
- 3-5 years of relevant experience
- A Bachelor's degree in Finance, Accounting, Economics, or a related field
- Excellent financial modeling and forecasting skills
- Superior analytical and problem-solving abilities
- Strong communication and relationship-building skills
- Experience in a high-growth tech/SaaS business or with Anaplan/SQL is a big plus
What You'll Do:
- Financial Modeling: Create and maintain financial models to assess potential scenarios, risks, and opportunities, and support strategic decision-making. Refine our existing models with a continuous improvement mindset.
- Actionable Insights: Deliver data-backed insights to leadership within and outside of Finance, working across multiple portfolios and down the full P&L to drive faster and better decision making.
- Keeping the Business Informed: Produce timely, clear, and accurate reporting on performance.
- Communicate findings with the right audience, recommending responses or further analyses.
- Financial Systems Transformation: Provide support for financial systems, including contributing to our migration from Adaptive to Anaplan. Along with your team, you will develop an understanding of the goals of multiple stakeholders and critically assess our Anaplan model to ensure it is delivering the best possible outcome, both as we build and on an ongoing basis. You will become adept at finding information and model building within the Anaplan environment.
- Stakeholder Engagement: Build strong relationships across the organization to consistently demonstrate the value of cross-functional finance partnership.
Why Xero?
Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, health insurance, life insurance, and income protection, wellbeing and sports programmes, employee resource groups, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices, flexible working, career development, and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
Top Skills
Anaplan
SQL
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